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April 1, 2024
Question

PA Tax

  • April 1, 2024
  • 1 reply
  • 0 views

Hello,

I received a 1099-INT from the IRS. The IRS paid me interest for an overpayment of only $36. They said it needed to be on my 2023 taxes, so I e-filed the amended federal tax, and the form and income were correct. There was no change in my tax liability to pay. 

 

My issue is with the state. I have to mail in my PA taxes to the state. I have not mailed the original taxes yet.

 

So do I need to mail the original, the amended PA-40 X, or both to the state? 

 

The adjustment is $36, and there is no money owed in PA taxes. If they look at my federal, they will see the discrepancy. Not sure if it is an issue? Just need to know how to proceed.

 

Thanks!

    1 reply

    April 1, 2024

    If you haven't yet filed your state return, then you don't amend. 

     

    You just correct your state return by adding the IRS interest, then mail the corrected state return.

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    JK107Author
    April 1, 2024

    How do I do that? The Turbo Tax made me amend with the federal. 

     

    Is there a way to go in and change the PA without amending it using the PA 40 X form? However, I already amended the state when I did federal.

     

    If there is a way to go in and change the original, please advise?

     

    That would be great!

     

    Thanks!

    j