Is filing 2024 tax, even if think there might be an erro, if error found file amended return a valid strategy?

Forum|Forum|11 months ago
September 17, 2025
2 replies
56 views

Usually I receive a small state refund and owe a small amount or receive small refund on Federal return, For 2025, I'm receiving a heatlhy refund (per TT) and owe the state an almost equal amount. Thus far I can not find an error.

Ask the Experts - Extension III - Sept 2025

FranklinF

Level 6

It’s generally advisable to avoid filing an Amended Tax Return unless absolutely necessary, as the process can be complex and time-consuming.

I recommend thoroughly reviewing your tax return to identify any potential discrepancies and making adjustments as needed. As a TurboTax customer, you have access to our Tax Experts, who are more than happy to assist you with this process.

Lastly, you may find the article below to be very helpful to accomplish your objectives:
Why do I owe Taxes?

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evelynm

Employee Tax Expert

I believe you are referring to 2024 filing. I recommend you check your results with the TurboTax tax caster. It is a great tool to drop in the amounts and see if the results agree (Federal only). Here is the link: Tax Calculator

It is best to check your return in advance of filing to avoid having to amend in the future.

The most important factors affecting your refund are your income and the amount your employer withheld for taxes throughout the year. You can use the tax caster to adjust your withholdings with a revised W-4 throughout the year. Here is a link for the revised tax calculator for the One Big Beautiful Bill: Tax Reform Calculator which continues to have updates.

Have an amazing day. Evelyn M (CPA 20+ years). I would love a thumbs up :) + Mark the post that answers your question by clicking on "Mark as Best Answer".