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Level 3
March 23, 2021
Solved

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

  • March 23, 2021
  • 5 replies
  • 23 views
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Best answer by Just-Lisa-Now-
If he hasnt paid, yes, I would put zero and pay the whole thing with the 1040X.

5 replies

Just-Lisa-Now-
Intuit Community Champion
March 23, 2021
Nope.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
SavannahAuthor
Level 3
March 23, 2021

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

Just-Lisa-Now-
Intuit Community Champion
March 23, 2021

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

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪