Do I need to file a 1040X? How does that affect my state tax return?
April 16, 2012 12:24 AM Subscribe
Tax panic! I e-filed my 1040 federal return a few weeks ago; then, while finally tackling my state tax return last week, I discovered I'd incorrectly transferred an amount from one of my additional forms into the 1040. Do I need to file a 1040X to correct this, and how do I proceed with my state return?
posted by estherbester to Law & Government (4 answers total)
I transferred the wrong line from Form 8889 into Form 1040, which then basically changed my AGI, taxable income, tax amount, and amount overpaid (my refund would increase a bit, when all is said and done).
The IRS website says that math errors will likely be corrected and wouldn't require a 1040X to be filed, but does this kind of error fall under that category?
And finally: I plan to finish and mail in my state return by Tuesday -- I filled it in with the correct amounts for income etc. But would I need to attach the original 1040, plus the amended 1040+the 1040X... or how would that work, exactly?