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February 28, 2023
Question

Am I able to send additional documentation to state after submitting 1040 in TT? I was shorted a credit from state, possibly due to not attaching K-12 tuition receipt.

  • February 28, 2023
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Employee
February 28, 2023

 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

 

The Form 1040X you need will not be available until late February.

 

 

 

To amend only a state return:

https://ttlc.intuit.com/questions/2824532-i-need-to-amend-my-state-return

 

 

https://ttlc.intuit.com/questions/3827521-can-i-efile-an-amended-state-return

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
February 28, 2023

Thanks for the quick response.  Both federal and state have been accepted and both refunds have been paid.  The federal return has no problem, it was just the state that refunded less than expected.  No info on either return would need to change… I’m guessing just a tuition receipt needed to be attached to the state return.  Does the 1040X still apply in this situation?

Employee
February 28, 2023

1040X is for amending the federal return.  If you only need to amend the state, use the link provided for amending your state only.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**