Arizona Return - 1099-R from Federal pension didn’t transfer to Line 29a - HELP PLEASE

[Wedding5500]

Hello,

I just e-filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000.

My husband has a Federal pension. When entering his OPM CSA 1099R, I designated the pension as such on our federal return.

I have an Arizona State pension.  When entering my 1099R, I also designated the pension as such on our federal return.

Upon looking at our state return, Line 29a, it only shows $2,500, rather than $5,000 for us both to obtain our exclusions. 

When I went back to the federal side, my husband’s taxable amount field was blank, and the exclusion was not listed.  I got out of the return and went back in and magically his taxable income appeared as well as the exclusion. When I went back to look at the state return, it now lists the correct $5,000 exclusion.

This is very irritating as now I have to amend my Arizona State tax return!!

QUESTIONS:

1. Why did TurboTax initially not catch the fact that this was designated as a Federal pension?

2. Why did it magically insert the figures upon opening the return again?

3. Since I just e-filed yesterday, when should I do the amended return?

4.  Will I be able to e-file my AZ amended return, or will I have to print everything out and mail it?

Thanks. 

[BillM223]

Your description fits the case that there was a software update for Arizona that was applied when you reopened your return; however I cannot say that this is for sure the source of the issue. We in the Community do not have simple access to fixes applied to the software.

As for amending your just filed return, you need to wait until your return has been accepted (or mailed if paper-filing). Please see this TurboTax FAQ about amending your return.

Yes, TurboTax says that your amended Arizona state can be e-filed: "Can I e-file my amended state return?"

[Wedding5500]

Thank you @BillM223 I appreciate your response.