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Victoria Scott

Does the IRS automatically send your amended federal return to your state tax department?

So I messed up some numbers on my federal tax return this year and need to file an amendment. My question is - once I submit the amended federal return to the IRS, will they automatically notify my state department of revenue about the changes? Or do I need to separately file an amended state return too? This is my first time having to amend anything and I want to make sure I don't miss a step that might cause problems with my state taxes later. Any insight appreciated!

The IRS doesn't automatically notify your state about your amended federal return. The IRS and state tax departments are separate agencies that don't regularly share information with each other about individual taxpayers' amendments. You'll almost certainly need to file an amended state return as well. Most states require you to report changes to your federal return, usually within a specific timeframe (often 60-90 days after filing your federal amendment). The reason is that most state returns use information from your federal return as a starting point.

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How long does an amended return usually take to process? I heard the IRS is super backed up right now. And do you have to mail it in or can you e-file amendments now?

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Amended returns are currently taking about 16-20 weeks to process according to the IRS, though it can sometimes be faster. This is definitely longer than the typical processing time for original returns. Yes, you can now e-file Form 1040-X for amended returns for tax years 2019 and later using most major tax software. This is relatively new - for many years amended returns could only be filed by mail. E-filing is typically faster and lets you track your amendment status more easily through the IRS "Where's My Amended Return" tool.

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After spending hours trying to figure out how to handle my amended return situation last year, I discovered taxr.ai (https://taxr.ai) and it literally saved me so much stress. I uploaded my original return and explained what needed to be changed, and it analyzed everything and gave me step-by-step instructions for both federal AND state amendments. It even caught a credit I missed the first time around!

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Does it actually help with the forms or just give advice? I'm worried about making more mistakes on my amended return than I did on the original lol.

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Sounds interesting but how does it know the specific rules for different states? I'm in California and they have their own weird system for everything tax related.

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It helps with both the forms and specific guidance. The tool breaks down exactly what lines need to be changed on your 1040-X and supporting schedules, and provides fillable fields that check your math as you go. It definitely reduces the chance of new errors! The system knows the rules for all 50 states. For California specifically, it handles the 540-X form and all the state-specific adjustments. California does have their unique tax system, but the tool is updated with all their current regulations and will tell you exactly what needs to be reported to the FTB after a federal amendment.

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Just wanted to follow up - I tried taxr.ai for my amended returns and it was actually really helpful. It walked me through everything step by step and explained exactly what I needed to file with California after changing my federal return. It even generated a letter I could send to the FTB explaining the changes. Way easier than the hours I spent trying to figure it out on my own last time!

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Ugh I had to amend my taxes last year and trying to get anyone on the phone at the IRS to answer questions was IMPOSSIBLE. After trying for weeks, I found this service called Claimyr (https://claimyr.com) that got me connected to an actual IRS agent in like 30 minutes when I had been trying for days on my own. They have this cool demo video too: https://youtu.be/_kiP6q8DX5c. The agent confirmed exactly what I needed to do for both federal and state amendments and saved me from making more mistakes.

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Wait how does this work? I thought it was impossible to get through the IRS phone system without waiting for hours. Do they have some special connection or something?

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Sounds like BS honestly. Nobody can magically get through to the IRS faster than anyone else. They're probably just charging you for something you could do yourself with enough patience.

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They use a system that automatically navigates the IRS phone tree and waits on hold for you, then calls you when an actual agent is on the line. It's basically like having someone wait on hold so you don't have to waste your whole day listening to that terrible hold music. I was skeptical too at first, but it's not magic - just technology that saves you time. You're right that anyone could eventually get through with enough patience, but after trying for literal days and getting disconnected multiple times, I was desperate. Worth it for the time I saved and the peace of mind getting my questions answered directly by an IRS agent.

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I need to apologize because I just tried Claimyr after bashing it earlier. After 3 more failed attempts to reach the IRS on my own (got disconnected twice after waiting 45+ minutes), I gave it a shot. They got me connected to an IRS representative in about 45 minutes when I'd wasted HOURS trying on my own. The agent confirmed I needed to file both federal and state amendments separately and gave me specific guidance for my situation. Honestly shocked it worked so well.

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One important thing nobody mentioned yet - if your state amendment is due to changes on your federal return, many states waive any late filing penalties as long as you file within their deadline after the federal amendment (usually 60-90 days). But you MUST file the state amendment - they won't just automatically know!

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Do you know if the deadline is based on when you FILED the federal amendment or when it was ACCEPTED by the IRS? With processing delays I'm worried about timing.

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Most states consider the deadline from when you filed the federal amendment, not when it was processed or accepted. Keep proof of when you submitted your federal amendment (delivery confirmation if mailed, acknowledgment if e-filed). Some states like California and New York specifically state it's from the "final determination date" of your federal changes, which is typically the date on the IRS notice you receive after they process your amendment. But the safest approach is to file your state amendment soon after your federal one to avoid any issues.

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I learned the hard way that states dont automatically know about federal amendments. I had to pay penalty + interest in NY because I didnt file a state amendment after fixing my federal return :

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That sucks! How much was the penalty? I'm worried about the same thing happening to me.

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@Anna Stewart It wasn t'too bad - about $75 in penalties and maybe $20 in interest since I caught it relatively quickly about (4 months late .)But it could have been much worse if I d'waited longer. NY is pretty strict about their deadlines. The annoying part was that I actually owed them MORE money after the federal changes, so they got extra tax plus penalties for being late to pay them! Definitely file your state amendment as soon as you can after your federal one.

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