Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Client received a revised 1099-DIV from a broker. I figured out that there’s a change on clients owe amount on federal but there’s no change on CA state. Do I still need to amend it on CA state (ProSeries only paper-file) even if there’s no change in amou

Savannah
Level 1
 
Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15
If he hasnt paid, yes, I would put zero and pay the whole thing with the 1040X.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers
5 Replies 5
Just-Lisa-Now-
Level 15
Level 15
Nope.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Savannah
Level 1

What do you mean Lisa, I still have to submit CA amendment tax return? Thanks.

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

If the changes didnt change the tax liability on CA, then no amended return needs to be filed for CA.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Savannah
Level 1

In regards to form 1040-X, the client still did not pay his original e-filed owe. Can I put zero (0) on "Original 2020 Return Payments Smart Worksheet, line B" so he can pay what's in the amended tax return amount instead? Thanks again.

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
If he hasnt paid, yes, I would put zero and pay the whole thing with the 1040X.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers