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Filing late - not amended

Forum|Forum|3 years ago
June 12, 2022
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My daughter completed her state taxes in TurboTax but never mailed the return. Now, she's adding a little more information and TurboTax is filling out an amended (1040X) return . But she doesn't need to file an amended return; she needs to file a regular (1040) return. How is she supposed to get TurboTax to let her just file a regular return?

Best answer by Hal_Al

Illinois.

The reason why I'm asking for such specific help is only because I've been staring at the recommendations in this thread and just cannot figure out the order in which to do these steps. (I've literally got a headache a number of times trying.) I simply not understand how to practically accomplish the desired goal.

So, relative to these 6 steps:

Update federal return
Complete state return
Save state return as PDF, print, and mail it
Without saving, close TT
Reopen TT, begin amended federal return, reentering all changes. Save as PDF, print, and mail.
Close and save TT file

where would you insert the red step:

@Hal_Al wrote:
But, since you didn't save the actual filed state return (except as a pdf), you will have go go thru the state program and amend it too. That should restore your state data, to what you file.

I previously said "But, since you didn't save the actual filed state return (except as a pdf), you will have go go thru the state program and amend it too. That should restore your state data, to what you file."

I shoulda said MAY have to amend the sate return. After you complete the fist six steps, re-open the software and review your state forms. Compare them to the previously saved PDF. If they are the same, you're done.

If you need to amend the state, click on the STATE TAXES tab, then Illinois. Go thru the state program until you are asked if you need to amend.

VolvoGirl

Employee

But what happened with your original Federal 1040 return? Did you file it? Did you click on Amend to let you back into your return?

You should Click on Add a State to let you back into your return. If you clicked on the amend button you might need to undo that first. How to delete an Amended return in the Online version

https://ttlc.intuit.com/community/amending/help/how-do-i-cancel-or-undo-an-amended-return-in-turbotax-online/00/26315

To change a return If you haven't mailed or efiled yet, see

https://ttlc.intuit.com/community/tax-topics/help/i-want-to-change-a-return-i-ve-printed-but-haven-t-mailed/00/27616

E

Eli923Author

She's using the installed, not online version.

She did e-file her Federal return, but she never filed her state return altogether. That was all back in April.

Today, she opened TurboTax and - yes - clicked "file an amended return". Now that she's at this point in TurboTax of it assuming she wants to file both an amended Federal and state, how does she file an amended Federal return but a first-time state return?

Does she need to pull up a backup of the .tax2021 file (from before today) and start over? That seems a bit extreme, but she could do it if necessary.