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Level 2
Feb 23, 2021 2:39 AM UTC
Question

Amending return requirements

I am looking to amend my federal tax return for 2019, I am just adding in a credit that was overlooked when I orignially filed and forgot about. The credit would offer another refund from the federal govt. My question is do you have to file a state amended return if there isn't a change regarding the information that was filed originally? Michigan is the state in question.

    3 replies

    Alumni - Intuit
    Feb 23, 2021 3:25 AM UTC

    No, unless you are amending your 2019 federal tax return to add the Earned Income Tax Credit. Other federal tax credits will not affect your Michigan return because a credit comes after income and deductions.

     

    Michigan starts with federal income (unchanged). And you are not changing any federal deductions, only adding a credit so there would be no impact to the state.

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    Level 2
    Feb 23, 2021 4:09 AM UTC

    Ernie, thanks for answering. The only thing I want to amend on my 2019 federal tax return is a credit called the "Retirement savings contribution credit". I did not know about it when I filed last year and I want to claim it. I went in to "amend (change) 2019" return and it prompted me to download the desktop version and reupload my return. I was just confused with the extra process and after I inputed the information it told me to print out and mail the federal 1040x and under the state it said that there is no refund/amount owed but it indicated that the michigan amended return is e-filed? So in conclusion regarding just the retirement savings credit I will not have to do anything futher with the state of michigan?

     

    Thank You again Ernie.

    KathrynG3
    Alumni - Intuit
    Feb 23, 2021 3:42 PM UTC

    Correct. You will not have to do anything more for Michigan since TurboTax said there was no refund/amount owed. If an amended return is e-filed, since MI-1040 requires Form 1040 to be attached, this will still not require any further action on your part.