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cj5
Level 2

Issues filing 2023 amended state return without also filing federal

I use the standard deduction for my federal return, but my state (California) still pulled in Schedule A because I itemize state deductions. So it's a bit odd that my state return includes a federal form that is not part of my federal return, but it seems that is ok. Now I need to amend my state return because I need to make a Schedule A correction. Because I am correcting Schedule A, TurboTax wants to file amended returns for both. Is there a way to shut that down so it only worries about the amended state return? I'm thinking perhaps just deleting the Form 1040-X might do that.

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4 Replies

Issues filing 2023 amended state return without also filing federal

What do you need to change on Schedule A?   Maybe that will change the federal Standard Deduction into itemized and be good.   Since you have to print and mail prior year amended returns just don’t mail the federal.   

cj5
Level 2

Issues filing 2023 amended state return without also filing federal

I need to make adjustments (downward) to the amount of mortgage interest that is deductible. It will not result in itemizing for federal.

Issues filing 2023 amended state return without also filing federal

cj5
Level 2

Issues filing 2023 amended state return without also filing federal

The problem with the FAQ is step 8:

 

> Continue through the screens to make the necessary changes to your state return.

 

In my case the "necessary changes" include updating Federal Schedule A. This seems to trigger also doing a Federal amended return even though the Schedule A changes don't impact it (because I'm using the standard deduction).

 

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