Amended 2024 federal for a forgotten charitable deduction. No state amendment required, right?

[dazedconfused]

I am amending last year's federal return due to not claiming a DAF deduction. I am getting a refund from my taxes paid with my original return. From what I can see in the numbers, this has no impact on my 2024 Indiana tax return as AGI doesn't change. The added deduction doesn't qualify for any Indiana tax credits. Turbo tax isn't show any refunds or payments needed for the state return. So no state return amendment is needed, right? Or am I missing something.

[LindaS5247 · Accepted solution]

Yes, you are right. Amending your 2024 federal return (Form 1040-X) to add a forgotten Donor Advised Fund (DAF) or "charitable" deduction generally does not require an Indiana state amendment if you claimed the standard deduction on your state return. Indiana does not have a state deduction for charitable contributions. If your Indiana AGI has remained the same, then no amendment should be necessary.  See this from the Indiana Department of Revenue Amend A Return

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