California is one of a handful of states that does not tax unemployment income, even before the American Rescue Plan Act was passed.  Therefore, there should be no adjustments to your 2020 CA return for the federal unemployment exclusion. ... View more

Unfortunately NC is one of a handful of states that did not adopt the federal exclusion of the first $10,200 of unemployment income.  North Carolina law has not incorporated any of the tax law changes enacted in the American Rescue Plan Act.  ... View more

Per the Michigan Department of Treasury:  The Department is requesting that all taxpayers who already filed an original 2020 Michigan tax return without reporting the unemployment exclusion (for example, if the original return was filed prior to the American Rescue Plan Act) now report the unemployment exclusion by filing an amended Michigan tax return. Though the Department is still exploring potential automated mechanisms regarding the unemployment exclusion, taxpayers are strongly encouraged to file an amended return to claim any refund that may be owed to them. Any information regarding an automated solution - if possible - will be communicated in future guidance from the Department, but there is no current timetable or certainty for this option. ... View more

Under the American Rescue Plan Act, the first $10,200 of unemployment income ($20,400 if married filing jointly) is exempt from federal tax if your modified adjusted gross income is less than $150,000.  If you filed your 2020 return before ARPA was passed on March 11 and had MAGI less than the $150,000, you would be eligible to receive a refund of the federal taxes paid on that $10,200.   Depending on what state you live in, you may or may not have the same exclusion for state tax purposes. ... View more

You may not claim your child(ren) as qualifying child(ren) for the Child Tax Credit / Additional Child Tax Credit on either your original or an amended return if the child does not have a SSN before the due date of the return (including extensions), even if the child later gets an SSN.  Similarly, you may not claim your child(ren) as qualifying child(ren) for the Earned Income Credit on either your original or an amended return if your child doesn't have an SSN on or before the due date of your return (including extensions), even if your child later gets an SSN.  ... View more

No Missouri is not one of the 13.  The state of Missouri is following the American Rescue Plan Act for the exclusion of a maximum of $10,200 ($20,400 for married couples) of unemployment compensation from the federal adjusted gross income.  Therefore, Missouri is ensuring this portion of unemployment compensation will not be subject to income tax.  However, the federal income threshold of $150,000 also applies on the Missouri return.   Unlike the IRS, Missouri requires that an amended return be filed to reflect the reduction to federal adjusted gross income. ... View more

If your state requires that you amend your return in order to get the refund from unemployment income exclusion, you will choose to amend your federal return, which will also amend the state return.  When you get to the checkout process, you will choose to mail (not e-file) the federal return, because as you state you do not have to amend the federal return.  Then you will choose to e-file the state amended return.  That being said, not all states all amended returns to be e-filed so you may need to mail in your amended state return. ... View more

The IRS is still processing adjustments due to the unemployment income exclusion.  If your household income was less than $150,000 and you filed before the American Rescue Plan Act was passed, then you would be eligible for the exclusion of federal tax on the first $10,200 of unemployment income.  Depending on whether your state adopted the federal exclusion, you may be eligible for a state refund as well.  Thirteen states did not adopt the exclusion. ... View more

The IRS is still processing adjustments for the unemployment exclusion.   Your  modified adjusted gross income must be less than $150,000  in order to be eligible for the $10,200 exclusion on the 2020 federal income tax return.   ... View more