topic Amending filed returns to include w-2 Federal Student work-study to reflect state taxes in After you file

Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Kbyford1959 — Mon, 03 Feb 2020 19:31:47 GMT

I need to complete an amended federal & state return to reflect my federal work-study w-2 that has state/local taxes paid. How do I file an amendment for both returns that will be recognized and catch up to my original filings? What are the form numbers I use? Thanks

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Texas Roger — Mon, 03 Feb 2020 19:35:04 GMT

You can't "catch up" to your original return. You must wait until the IRS processes your original return and you receive a refund if you were getting one before you start the amended return. The form is 1040X and it is estimated to be available from TurboTax on 2/5/20.

DO NOT change your original tax return until you start the amended return. If you have already changed it from the way it was originally filed and accepted, you must change it back before you start the amended return. Wait until you receive the refund from your original return before beginning your amended return to make sure you enter the correct amount. Here is an FAQ to help you:
https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Kbyford1959 — Mon, 03 Feb 2020 20:06:09 GMT

Thanks for the information but I’m wondering if the extra money I paid in state taxes will be added to my original filing and increase my EIC award?

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

chefjaytoya — Mon, 03 Feb 2020 22:34:31 GMT

I received another W-2 from a company that we use and they sent a second one how I go in to make changes

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

TerukoL — Mon, 03 Feb 2020 23:15:23 GMT

You are not able to make changes to a pending return. To make corrections or changes to your pending return, wait until your return's either been accepted or rejected. Please click the TurboTax Help link, listed below to learn more.

https://ttlc.intuit.com/community/e-file/help/can-i-cancel-a-pending-return/00/25957

Also, please see the above post from Texas Roger about amending your return.

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Critter — Mon, 03 Feb 2020 23:17:58 GMT

STOP ... do NOT make any changes to the return UNTIL the amendment process goes live later in February ... if you made changes UNDO them.

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Texas Roger — Mon, 03 Feb 2020 23:18:55 GMT

Earned Income Credit (EIC) is based on the AGI and earned income reported on your federal tax return. The amount of state taxes paid has no affect on it.

Re: Amending filed returns to include w-2 Federal Student work-study to reflect state taxes

Texas Roger — Mon, 03 Feb 2020 23:19:51 GMT

See my first reply regarding how to amend a tax return.