LPTaxServices
Level 2

I have about a dozen clients who filed before the unemployment exclusion was put into law. Now when I open the return it shows the change in the tax return.

1. The IRS says we do not need to amend the return, that they will tax care of re-calculating the refund. Since the state return can be affected, do we need to amend the return and just e-file the state return?

2. What are the best steps to handle this?

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