My friend worked five months in New York and moved to California. His tax preparer only filed CA and Federal taxes for which he received a refund. He want to file amended return for New York state. A professional assistance is requested please.
Regards
Lutif
[email removed]
go back to the preparer. to do it in Turbotax would involve recreating the original retirns from scratch line for line item for item and all states and then add NY.
Why does he want to file an amended return for NY if he did not file a NY return in the first place? Amending is only used for returns that have been filed and processed, but with missing or incorrect information. Amending is not the way to go if he did not ever file a NY return. He should have filed a part-year CA return and a part-year NY return.
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https://ttlc.intuit.com/questions/1901227-how-do-i-file-a-part-year-state-return
https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year
Champ @Mike9241 is correct. Your friend should be going back to that same tax preparer. That tax pro should have prepared a part -year NY return. That tax pro has all the federal information and knows what they did with CA. How come the tax pro did not know to prepare a NY return too? Your friend cannot use TurboTax to prepare just a state return.