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Yes, if you are sure you are getting a Federal refund, there is no penalty for a late Federal return.  Penalties are based on tax due, and with a refund, there is no tax due.  People have up to 3 years to claim a Federal refund before the statute of limitations.   Now that I know this is a joint return, I suspect that on your first efile you entered the same  total 2024 AGI for both of you, which would be correct for the first attempt.     If the TurboTax Fix It mentioned your spouse AGI, then I suspect you got a rejection after the first efile saying that the spouse AGI was incorrect.   Again, I'm having to guess a bit because you haven't provided any rejection error codes which would have given a clue.            So if it said the spouse AGI was wrong, then at that point I would have recommended that your second efile would consist of using the total 2024 AGI for you and an AGI of 0 for the spouse (if it indeed was the spouse AGI that it had not liked.)    That usually solves the problem.  But if I understand correctly, you used the same 2024 total AGI for both of you, so it rejected again.   Exactly what all you did with that autofill stuff is confusing, but in any case, this table summarizes the ways that a married joint return can efile in regard to the 2024 AGI.  These are in the order that I would have tried them.     If the initial rejection error said the spouse AGI was rejected, then the most important refile would be the 2nd attempt shown in the table, which usually solves it.  Have you tried that?? .   Primary taxpayer Secondary taxpayer (spouse) First try 2024 total AGI 2024 total AGI If spouse AGI  rejected, then for second try 2024 total AGI AGI of 0 Third try, but depends on the rejection code AGI of 0 AGI of 0 . If you need to respond again, please state the specific rejection error codes you've been getting.

I think the issue at hand is TurboTax had state updates after i filed on 1-31-26, as the PDF file of the return shows $1032 and after TurboTax updated after I filed shows tax owed of $778.  I went to the amend section for TurboTax and it shows a refund in the amount of $254.  Not sure if i should amend this return for that amount or will TurboTax see i over paid for 2025 and then for 2026 show a credit.  Not sure what to do. 

If you selected to have your TurboTax fees deducted from your refund, it will come out of your federal or state refund, whichever comes first. This is why you see a different routing and account number. 

The IRS/States is currently processing a high volume of e-filed returns, so it can take several days for your payments to go through.  The IRS/States may debit the payment after the deadline. Also, it can take the banks another few days to post the debit to your account. As long as you filed you return or extension on or before April 15, 2026, and you selected April 15, 2026, or earlier as your payment date, you won't get penalized for late payment. If you don't see the debit in your bank account 7–10 days after their return has been accepted,  call the IRS e-file Payment Services at 888-353-4537 or contact your state tax agency.   How do I contact my state Department of Revenue?   If the IRS received two payment, you will need to contact them for the refund of the duplicate payment.   It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional. 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Your refund could be offset. The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.    The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Once your return is electronically filed, TurboTax will have no further information about your electronic payments for your state tax return.  So, if your SC tax return showed a balance due of $778, there will not be any information in TurboTax for 2026 showing that more than that balance due was paid to the state.     If the amount that was actually paid to the state does not match the tax return that was filed, you should contact the SC Department of Revenue to learn why.  You may even be able to log in to your online account with the SCDOR to get the answers you need.   Use the following link to get started:   Contact Us  

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS/State releases your refund.    The IRS states that most federal tax refunds are issued within 21 days of acceptance, however, some may take longer if they require additional review. Also, by law, the IRS cannot issue EITC or ACTC refunds before mid-February. This applies to your entire refund, not just the portion related to those specific credits.   Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

If you are amending your Federal, you would amend any state return that is effected by your Federal Changes.    If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.  You must first wait until the initial return is completely processed.  You will have to use the same TurboTax account that you used for the original tax return.  Once you begin your amendment, you'll see your original return.   The refund calculator will start new at $0 and only reflect the changes in the refund or tax due  Only make changes to the areas of your return that need to be corrected.  You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment  Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2025 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.   In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:   Sign in to TurboTax Scroll down to Your Tax Returns & Documents Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center) From the left panel Select Tax Tools, scroll down a little and select Print Center Select Print, save or preview this year's return Select the 2024 Federal and/or State return box Choose to Include TurboTax and government worksheets Select View or Print Forms