I mailed my original 2019 PA Tax Return PA-40 about a week ago. Since then I have made corrections and now I'm ready to mail my completed 2019 Amended PA Tax Return 40X. I used TurboTax to help me complete all the necessary documents and schedules. Do I need to include a copy of my 2019 Amended Fed Tax Return, 1040X, along with the PA-40X and PA-40 that I will mail to the state?
February 27, 2020 11:01 AM last updated February 27, 2020 11:01 AM Connect with an expert
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Expert AlumniNo, you do not need to include a copy of the federal tax return with your PA-40X.
But, you should wait until the original 2019 PA-40 has been processed (refund received, or payment clears bank account) before you file the PA-40X. That way, the PA Department of Revenue will have a "record" of the return being amended.
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Thank you for your prompt reply. How will I know if the original PA 40 has been processed, since I'm not receiving a refund nor do I owe?
February 28, 2020 10:54 AMI have another follow up question to ask about this issue. The reason why I'm filling out a 2019 Amended PA Tax Return is because I failed to report tax info from a 1099-B and 1099-DIV that I received after mailing my 2019 Federal and 2019 PA Tax Returns. I went back into TurboTax and added the missing tax info and saw that it had no affect on my original 2019 PA Tax Return. In other words, I am not receiving a state refund nor do I owe and with the additional tax info now added, I'm still not receiving a refund nor do I owe. So, having said all of this, do I have to file a 2019 Amended PA Tax Return?
February 28, 2020 11:24 AM Intuit AlumniYou are saying that even though the PA Amended Return you are filing includes the additional income and there were additional taxes calculated, that you do not have an amount due and you are not receiving a refund? Can you clarify?
When you did the amendment in TurboTax after you amended the Federal Return did you continue through the amend process for the PA State return? Y ou need to be sure that the missing income was included on the PA State Return before submitting it again.
If income was left off the original return and you amended the federal return, I would recommend that you go ahead and mail in the Amended PA return.
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Thanks for responding to my questions. Per your recommendation, I compared my entries from my original PA 40 to that of the revised PA 40 and the PA 40X. The entries are all there. Let me explain. The entry for the "Total Ordinary Dividends, line of the 1099-DIV, was entered as $30. However, the correct amount should be $37. So I entered the correct amount of $37 onto the PA40X. The 2nd correction pertains to "Qualified Dividends" line of the 1099-DIV. I entered an amount of $30 onto the original PA 40. This was incorrect, that line should have shown $0. Therefore, I changed this amount to $0 onto the PA40X. The last correction pertains to the "Total Capital Gain Distributions" line of the 1099-DIV. This amount was entered as $0 on the original PA 40. This was incorrect. Therefore, I entered the correct amount of $9 onto the PA40X. As I stated above, after making the corrections onto PA40X, I still am not receiving a refund nor owe anything. Hope this clarifies everything for you.
