I e-filed my federal tax return and got accepted by IRS. I realized that I did not include the 1099 tax info. Should I include the 1099 info in the state return or not?

[ed671890]

- I prepared the state return data and included the 1099 information so it is accurate. Since the federal return is accepted and does not have the 1099, I'm confused if I should do the state return without the 1099 info and amend both later with the 1099 info.

[SharonD007]

Yes, that would make it easier for you to amend if both the state and federal taxes have the same information.

Once your tax return is fully processed and you receive your refund or your balance due is deducted from your return, you can file an amendment. When you do your amendment to add your 1099 TurboTax will calculate your new tax refund or balance due based on your additional income.

For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and Video: How to Amend Your Tax Return.

How do I amend my state tax return? Refer to the TurboTax Help article.

[ed671890]

Thank you! I have not filed my state return yet. Should I include the missing 1099 information and then file or amend it later along with the federal and leave out the 1099 this time?

[SharonD007]

You can actually do it either way.  If you file your state now with the additional income, then you will only amend your federal return once it's been fully processed. Whatever is easier for you.