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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 12049
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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On Massachusetts Amendment Form CA-6 Line 4 they ask are you

Resolved Question:

On Massachusetts Amendment Form CA-6 Line 4 they ask are you amending because of a Federal Change- because I amended my Federal Taxes as well should I select this option? I am very unclear on the wording or definition. My original filing I forgot to add my education expenses so my Federal return is changing quite a bit in the refund category. The state side I owed money- now I am showing a refund. I don't want to screw this up!
Submitted: 4 years ago.
Category: Tax
Expert:  Lane replied 4 years ago.

NPVAdvisor :

Hi

NPVAdvisor :

Yes, most definitely

NPVAdvisor :

You are amending your federal return to add the expenses, so that would be a yes answer here

NPVAdvisor :

You'll want them to reconcile

Lane and 2 other Tax Specialists are ready to help you
Expert:  Lane replied 4 years ago.

Thanks much Peter.



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Thanks again,

Lane



Customer: replied 4 years ago.
Thank you for your help! When Line 5 states "Are you filing for a reduction in sales, meals, room occupancy or withholding tax(es) and have not witheld or collected the tax" I suppose that would be a yes?
Expert:  Lane replied 4 years ago.

Peter,

I'm honestly not so sure here.

I don't think that adding education expenses would satisfy the statement ...

" ... reduction in sales, meals, room occupancy or withholding tax(es) and have not withheld or collected the tax"

Maybe you could help me understand why you think the answer would be yes>

I would think that here you increasing an expense, rather than the above.

Lane