Amending a 2009 Arizona Return: Joint Homeowners and Energy Credit Error

You may need to amend your Arizona state return due an Itemized deduction for joint homeowners taking the home energy credit for the exact amount that the federal allows for the Mortgage Interest Credit, Form 1040 line 52a.

TurboTax corrected the issue for joint home owners claiming the energy tax credit on May 28, 2010.  If you did receive a credit on your federal return that was larger than allowed, you will need to amend your 2009 Arizona tax return.

Note: After amending your federal return, compare Form 1040, line 52 on your original and “new” return.  If the amount for Form 8396 (Mortgage Interest credit) did not change or you did not Itemize your deductions, you do not have to amend your state tax return.

 

1. Find the amended state return. 
   1. For TurboTax Desktop (CD/download):
      1. Click on Show Topic List button in the upper right-hand corner.
      2. In the Topic List, scroll down to find State Taxes > Arizona > State Interview > Miscellaneous> Additional Forms.
   2. For TurboTax Online:
      1. Click on the Tools icon (located under the refund monitor).
      2. Click on Topic List then locate Arizona > State Interview > Miscellaneous> Additional Forms.
2. On the Estimated Taxes for 2010 screen, answer No.
3. When asked about Filing an Arizona Extension, answer No.
4. On the About Amended Tax Return screen answer Yes (you would like to complete the 140X).
5. On the screen titled Copy Federal Amended Explanation, say No.
6. On the next screen, type in Change in Federal Mortgage Interest Credit.
7. On the next screen, enter 2009 for the year to amend.
8. On the next screen, read the instructions on how to review your 140X then click continue to see the form.
9. On the Finish Amended Return screen, print your return. You can also follow the steps below to print out both your federal and state amended returns.

To print your amended Arizona 2009 tax return:

TurboTax 2009 Desktop users

1. Click the Print & File tab.
2. Click on Print/Save for Your Records.
3. Click the Print Return button.
4. In the Print window, under the Item(s) to print section, select All official forms required for filing.
5. In the Print window, under the What will print section, clear the Form 1040: Individual checkbox.
6. Select the Arizona Individual checkbox. If you filed multiple states, clear the checkboxes for the other states. Only Arizona Individual should be selected.
7. Click the Print button and follow the on-screen directions.
8. Do not mail any forms that say Keep for your records.
9. You do not need to attach copies of income statements, such as a W-2 or a 1099.

TurboTax Online users

1. Click the Print & File tab.
2. Click on Print/Save for Your Records.
3. On the Print and Save Center screen, click the Print Returns button.
4. In the Print window, under the Item(s) to print section, select All official forms required for filing.
5. In the Print window, under the What will print section, clear the Form 1040: Individual checkbox.
6. Select the Arizona Individual checkbox. If you filed multiple states, clear the checkboxes for the other states. Only Arizona Individual should be selected.
7. Click the Print button and follow the on-screen directions.
8. Do not mail any forms that say Keep for your records.
9. You do not need to attach copies of income statements, such as a W-2 or a 1099.