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Level 3
Apr 9, 2022 2:28 AM UTC
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Reason for amending state return

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!

    ErnieS0Answer
    Alumni - Intuit
    Apr 9, 2022 11:10 AM UTC

    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.

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    1 reply

    ErnieS0Answer
    Alumni - Intuit
    Apr 9, 2022 11:10 AM UTC

    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"