Reason for amending state return

Forum|Forum|4 years ago
April 9, 2022
1 reply
12 views

I realized that some dividends should have been indicated as coming from US government sources and would be non-taxable at the state level. I have to now amend my state return, and it asks if the reason for amending state is because of a change in the federal return. My federal return has not changed (and I would not file an amended federal return), but the 1099-DIV change from US government sources goes in the federal portion of Turbotax. Does this mean that the reason for amending the state is due to a change in the federal return? Thank you!

Best answer by ErnieS0

No. Do not say you are changing state because of a change in federal.

A change in the federal return means what it says – you are amending because your federal changed either because IRS made a change, or you did.

As you said, your federal tax will not change because of US government source income. That’s 100% taxed by the US government.

Saying that you are amending because of a federal change may delay processing of your state amended return because the state will be looking for an amended federal return to confirm the change.

ErnieS0Answer

Level 15

No. Do not say you are changing state because of a change in federal.

A change in the federal return means what it says – you are amending because your federal changed either because IRS made a change, or you did.

As you said, your federal tax will not change because of US government source income. That’s 100% taxed by the US government.

Saying that you are amending because of a federal change may delay processing of your state amended return because the state will be looking for an amended federal return to confirm the change.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"