topic Re: Amending Return(s) in After you file

Amending Return(s)

OA1234 — Mon, 09 Mar 2026 04:35:40 GMT

Do I need to amend both my federal and state returns in order to add a 1099-R form, or will entering it on the federal return suffice?

Re: Amending Return(s)

Critter-3 — Tue, 01 Mar 2022 01:13:38 GMT

It is entered in the federal section and will be carried to the state interview.

Re: Amending Return(s)

fanfare — Tue, 01 Mar 2022 04:49:39 GMT

@Critter-3

If it is carried to the state return,

doesn't that mean the state return is modified before clicking "Amend State Return" ?

Re: Amending Return(s)

Critter-3 — Tue, 01 Mar 2022 12:39:14 GMT

@fanfare If I recall correctly ... as you enter the state interview again( after filing ) you are asked if you want to amend it first then the new info is transferred by clicking continue.

Re: Amending Return(s)

PattiF — Tue, 01 Mar 2022 13:05:46 GMT

Some states don't tax retirement pay. These states are New Hampshire, Tennessee, Alabama, Illinois, Hawaii, Mississippi, and Pennsylvania that exclude pension income from state taxes. If you live in one of these states, you do not need to amend your state return.