Amending Federal and State 2024 return

[mjm77]

I efiled both Federal and State return.  Federal processed refund.  I'm still waiting for State of California to process refund which could take up to 3 months according to their policy.   

 I need to amend both Federal and State returns because I inadvertently misread the question about my daughter who is a dependent which would have given me a bigger refund on both returns

.    

1.  Can I go ahead and amend Federal return? 

2.  Do I need to send State a copy of the amended Federal 1040x?

3.  Can I amend State return while they are still processing it?   

Please advise.  Thank you

[SharonD007]

Yes, you can amend your federal return now or you can amend both when your state return is fully processed. Yes, you will send a copy of your amended federal return with your amended state return. 

For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and For additional information, refer to the TurboTax Help article How do I amend my state tax return?

[mjm77]

I'm going to efile an amended Federal 1040x today.  I already received refund.  

1.  Do I need to wait until the state finishes processing return before I send them the 1040x?

2.  Do I need to wait until the state finishes processing return before I amend the state return?

Thank you

[MonikaK1 · Accepted solution]

Yes, wait until the original state return has been processed before amending it. The amended state return needs to be based on the amended federal return since both involve the same issue.

This California FTB webpage indicates that individual amended returns are currently taking about 5 months to process.

See this FTB webpage for options to contact the agency about the status of your amended return.

See this help article for more information about filing a California amended return.

@mjm77