topic Filing an amended return due to prior year HSA contribution. When printing the forms, the state form was modified to show no refund. Why did it erase my state refund? in After you file

Filing an amended return due to prior year HSA contribution. When printing the forms, the state form was modified to show no refund. Why did it erase my state refund?

olsonkathryndavi — Sun, 14 Jul 2019 17:14:03 GMT

Re: Filing an amended return due to prior year HSA contribution. When printing the forms, the state form was modified to show no refund.Why did it erase my state refund?

Critter — Sun, 14 Jul 2019 17:17:32 GMT

Ok ... you will need to look at the state AMENDED return carefully ... the HSA probably did not change the state and the zero reflects that fact. The original refund on the original return was not changed at all.

Re: Filing an amended return due to prior year HSA contribution. When printing the forms, the state form was modified to show no refund.Why did it erase my state refund?

olsonkathryndavi — Sun, 14 Jul 2019 17:56:54 GMT

The HSA contribution resulted in a refund at both state and federal levels. However when I went to print the sheets to PDF, it appears that on the amended state return it had combined the "previous refund" line together with the "new refund" and thus canceled out the new refund.

In other words, the original "as-filed" form shows "previous refund" as $0 and "overpayment" as $100 (not the real number). This is correct, however, the new "amended" form shows "previous refund" as $150 (again not the real number). This is a combination of the $100 ACTUAL previous refund, plus the new $50 overpayment as a result of the prior year HSA contribution. This nets a $0 refund on the amended return, instead of the $50 refund I should be receiving.

On the amended form, the "previous refund" should be $100 and the "overpayment" should be $50.

This appears to be an error in the software and I was given no option to report this other than via these forums.

Re: Filing an amended return due to prior year HSA contribution. When printing the forms, the state form was modified to show no refund.Why did it erase my state refund?

Critter — Sun, 14 Jul 2019 18:57:13 GMT

Sounds like you made the change prior to starting the amendment process ... so you will need to undo the changes and start over again ...

How do I cancel or undo an amended return in TurboTax Online?

If you started amending your tax return by accident and would like to cancel the amendment:

Open your return if it’s not already open.
In the left menu select Cancel amend.
Select Yes, I want to cancel my amended return.

State Amendments

The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.

The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).

Correct any entries that have to do with an amended return, e.g.:

Answer No when asked if you want to amend;
Clear any amend-related checkboxes;
Delete entries in the tax year field.
Note:In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.