Amending a 2009 Idaho Return: Joint Homeowners and Energy Credit Error
Updated: 12/27/2012
Article ID: SLN12627
You may need to amend your Idaho 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. If you did receive a credit on your federal return that was larger than allowed, you will need to amend your 2009 Idaho 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.
Steps to Amend Your Idaho State Return
- You’re done with your federal amended return.
- Open your Idaho return, take note of the original refund/ balance due amount.
- Find the amended return.
- For Desktop: Click on the Topic List then follow this path: Locate Idaho > State Interview > General Information > Amended Return.
- For TurboTax Online: Click on the Tools icon (located under the refund monitor) and click on Topic List then follow this path: Locate Idaho > State Interview > General Information > Amended Return
- On the screen titled “Amended Return (Form 40)” Indicate Yes that you would like to amend the state.
- On the following screen still titled, “Amended Return (Form 40)”, click the 2009 button.
- Continue past the “Amended Return Instructions”, all the changes should have been made at this point.
- On “Amended Return Reason” screen choose Federal Amendment from the drop down list.
- On the Explanation screen, enter “Amending to report change in the Federal Mortgage Interest Credit” and then click Done.
- Enter the correct amount in the Paid/Refunded with original return and continue.
- The following screen will go over what the difference of the original filing with the new tax situation.
- Next, print your amended return. Below are instructions for printing from the desktop and TurboTax Online products.
Printing Amended Return - Desktop
- Click on thew File tab, then select the Print/Save for Your Records sub tab.
- On the Print and Save Center screen, click the Print Returns button.
- Check the All official forms required for filing button and uncheck Form 1040 Individual and any other states. Check the box for Idaho.
- Print out and follow the instructions.
- Do not mail any forms that say “keep for your records. “
- You do not need to attach copies of income statements such as W-2, 1099’s
Printing Amended Return - TurboTax Online
- Click on thew File tab, then select the Print/Save for Your Records sub tab.
- On the "Print and Save Center" screen, click the Print Returns button.
- Your return will open in an Adobe PDF preview window. Click on the Print icon located in the upper left of this window to print.
- Note: If you are using a Mac computer, your return may open in Preview. If so, Print is under the File menu.
- Print out and follow the instructions.
- Do not mail any forms that say keep for your records.
- You do not need to attach copies of income statements such as W-2, 1099’s.
