Amendment Issues Fed filed Electronically and State Mailed

upontheridge — Fri, 10 Apr 2020 15:43:15 GMT

I filed Fed electronically and mailed NC state return, Fed return was rejected and then I received a K1, updated Fed Return with K1 info and refiled electronically and return was accepted. I now need to amend Fed return with dependent status change and amend mailed NC return with K1 and dependent changes. When I click on Amend Fed Refund/Due monitor is saying I owe money for the K1 changes and NC shows zero and not sure how to deal with amending NC return and why Fed Return is showing money owed which is the exact amount of the change from the original rejected return and the corrected refiled return.

Re: Amendment Issues Fed filed Electronically and State Mailed

KathrynG3 — Fri, 10 Apr 2020 16:32:15 GMT

It depends. You may need to complete your return using TurboTax CD/Download if you are using TurboTax Online. Since the amendments are paper filed anyway and the software allows you to override a cell in the Forms Mode, it will be easier to navigate in the software. Amendments and overrides cannot be e-filed.

I recommend the following steps:

1. In case there is a starting point error and to better see the forms, I recommend beginning by canceling the existing amendment if you are converting to the software. Click the link below for instructions: How do I cancel or undo an amended return....

2. Switch to TurboTax Software. Since the program is already paid for, the download can be done without any additional charge. How do I switch from TurboTax Online to the TurboTax software?

3. For guidance amending the returns, see the articles below:

How do I amend my 2019 return? and I need to amend my state return.

Your federal return should have one change, the dependent change, as you identified.

Your North Carolina should begin as originally filed with the amendment with the K-1 change and the dependent change, also as you identified.

@upontheridge

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Amendment Issues Fed filed Electronically and State Mailed

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