Federal & State taxes amend

Forum|Forum|1 year ago
January 25, 2025
2 replies
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The other day I messaged about what I need to do if I didn't include my SSA-1099 information on my federal return. DoninGA replied back saying I needed to wait until I got the federal refund before filing an amendment. Does the same apply to my Michigan State taxes? They haven't been filed yet because Turbotax said they're waiting for updates from the state of Michigan... so can I amend it before filing?

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DoninGA

Employee

No, do not try to amend the Michigan state tax return. You wait for the federal return to either be accepted or rejected. Then make your changes to the federal tax return.

The information from the federal return flows to the state return. Once the federal return has been corrected then you can complete and file the state return.

BrittanyS

Yes, you will wait until you amend your federal return to file your state return. When you amend your federal return the changes will automatically update on your state return.

@Nikki64

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Nikki64Author

My federal was accepted, so when I do an amendment do I use turbo tax to amend it and add my SSA-1099's for the wife and I? Or do I have to use form 1040X to amend it, and if so, how do I then amend my Michigan state tax return?

DoninGA

Employee

Once you make changes during amending the federal tax return, those changes flow to the state tax return. After completing the amending of the federal tax return for the Social Security benefits, you can e-file the Michigan tax return.

If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk