topic Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending? in After you file

Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending?

taxmagg — Mon, 03 Feb 2020 13:41:17 GMT

Re: Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending?

Critter — Mon, 03 Feb 2020 13:43:24 GMT

BOTH returns must be fully processed by the taxing authority and the original refunds received before you amend either return. The amendment process will not even be functional until after 2/12.

Re: Can a federal tax refund be amended if the state return is still pending? Or do both, federal...

LinaJ2020 — Mon, 03 Feb 2020 16:01:36 GMT

To amend, come back here after 2/12/2020:

2019 amendment

Re: Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending?

Anonymous — Mon, 15 Feb 2021 14:31:55 GMT

Yes ... I have the same issue right now ... Had a late 1099 come in from TD Ameritrade and now I need to amend but the State is still yet to be accepted .... Waiting ....

Re: Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending?

DoninGA — Mon, 15 Feb 2021 14:39:29 GMT

@Anonymous wrote:

Yes ... I have the same issue right now ... Had a late 1099 come in from TD Ameritrade and now I need to amend but the State is still yet to be accepted .... Waiting ....

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

See this TurboTax support FAQ on amending a tax return originally completed and filed using the 2020 TurboTax online editions - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/01/27577

The IRS Form 1040-X for amending a 2020 tax return is scheduled to be available on 02/26/2021 (subject to change)

Re: Can a federal tax refund be amended if the state return is still pending? Or do both, federal and state have to be accepted before amending?

Anonymous — Mon, 15 Feb 2021 14:47:10 GMT

By waiting for my refund and then amending, I'll owe them? Got it...