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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
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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♥¸¸.•*¨*•♫♪

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Just-Lisa-Now-
Level 15
Level 15
Nope.

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

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

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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.

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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♥¸¸.•*¨*•♫♪
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♥¸¸.•*¨*•♫♪
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