I submitted my federal return electronically and it was accepted. I found an error, so I amended the federal. I have not filed my state yet. I have an updated state form (with corrected amounts) that I can mail. My Question: Do I send it or do I send the amended form to the state? It seems like it wouldn't make sense to send an amended form, since I never filed the original one. Turbo Tax won't allow me to print a corrected voucher for state, (it assumes I am filing electronically, which I am not and I indicated as such, but it won't give me the corrected voucher amount. Question 2: Can I just write the corrected amount on the voucher or will that just look suspicious?
(a) you prepared a federal and State return ; you e-filed the federal and was accepted for processing.
(b) You found an error and therefore prepared an amended returns ( Federal and State ).
At this point you should wait till the federal processing is finished before filing the "amended" return. Note the federal and State returns work as a pair.
Thus you can mail the original State return and let that be processed.
Wait and file both the amended returns as a pair when the time is right.
Note that the State may send you a notice of non-filing if you go past the July/Aug. time frame because they will see the original federal return but no state return
Does this help ?
Thank you for the reply, unfortunately I already electronically submitted the amended federal return. Should I go ahead and submit the original state return, then wait to submit the amended state return? Lastly, Turbo Tax would only print a voucher for payment for the state on the original return. It would not create a new payment voucher for the amended amount. Can I hand write the correct amount for the amended amount on the voucher?
@LL2023 oh dear !
Perhaps you then have to file both the states ----- original Fed & State with the original payment voucher. That will complete the original filing of both fed and State.
Then wait a week or so and file the amended Fed and State to State ( Because State will not get the Fed for quite a while ). If there is any residual liability , pay that. Note the amended return 1040-X equivalent for the state assumes that the original filing has been processed and refunds/liabilities settled.
Just go through it carefully assuming as if these are being processed/settled serially.
Sorry I could not be more helpful.
Thank you for your help, last question: I am snail mailing my state return. I will mail the W-2s (minus the W-2 that I accidently omitted, hence the need to amend taxes) with my state tax form. When I mail the amended form, do I need to mail duplicates of all of the W-2s again (or just the omitted W-2)?
Thank you
Just the omitted W-2. But wait until they have processed the original return before you mail the amended return.
How do I know when the state has been processed? The state is NM
Have you already filed you NM return? It would be fully processed when you receive your refund.
I snail mailed my NM state tax and I will not be getting a refund, so is there another way to know when the state taxes are processed? Thank you
Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.