What Docs Do I Include in My Amended State tax Return?

[koolx]

Hi guys.. I'm amending my 2020 tax return cuz turbotax made a big mistake on it. I know this cuz other tax software showed a bigger tax refund. I'm almost ready to mail to NY state my amended NY state tax return. I'm also attaching my federal Form 1040-X. On the amended NY state tax return, I stated the reason why I'm amending is cuz turbotax made a mistake on my tax return.

Is it necessary to send in my 2020 tax return also? Or is that unnecessary?

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[ErnieS0]

The reason you are amending your return should be an explanation of what changes you made. This helps New York understand why you are amending your return and will speed up processing. For example, say I changed my income by $xx because I added a W-2 or I added $xx of medical deductions.

Saying the software was wrong or you are amending to get a bigger refund are not helpful for tax auditors who will review your amended return for accuracy and can delay processing of your amended refund.

If you are amending your federal return, you should send a copy of the federal to New York.

TurboTax will print out a cover sheet telling you exactly what to send and where to send it. Send all the forms requested. 

[koolx]

Hi ErnieS0,

Appreciate the reply.

You said if I'm amending my federal return, that I should send a copy of my federal to New York. Just to make sure, you mean my federal return, correct?

If so, that means I should send to NY state my federal tax return along with my 1040X and amended NY state tax return.. is that all?

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[CatinaT1]

Yes, that is correct.