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Level 4
posted Aug 14, 2021 8:09:01 PM

Do I need to file amend CA state tax when I amend Fed tax ?

My son filed a fed amend return because he forgot to file form 8962 (Obamacare PTC). This does not affect the state (California) tax at all. But does he still need to amend the CA tax just because the fed tax report is part of the CA report?

 

 

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1 Best answer
Level 15
Aug 18, 2021 7:31:12 AM
4 Replies
Level 15
Aug 15, 2021 11:00:53 AM

If there is no change in your California tax liability you don’t have to amend that return. 

Level 4
Aug 17, 2021 10:36:56 AM

Thank you, @Bsch4477 .  I feel more confident.

Can I also hear from someone from the Turbo Tax team ? The instructions in the generated tax report are telling me to mail a part of the CA part (which includes federal forms). Is it there just for the formality and can I disregard these instructions practically in my case ?

 

 

Level 15
Aug 18, 2021 7:13:56 AM

If you want to talk to someone who works for TurboTax you can contact customer support.

 

Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.

 

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 5 p.m. Pacific time Monday-Friday.

 

Level 15
Aug 18, 2021 7:31:12 AM