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It depends. 1040-X (the Amended Return) is designed specifically to show the math of how you got from Point A (the original return) to Point B (the corrected version). Here is how you should handle this to make sure the IRS doesn't send it back asking for more info.   1. Fill out the "Columns" (Part I) On Form 1040-X, you generally see three columns. This is where you show the $11 difference: Column A (Original Amount): Enter the figures from the return you already filed. Column B (Net Change): Enter the difference (in your case, the adjustment that leads to $11 less in your pocket). Column C (Correct Amount): Enter what the numbers should have been according to your Sprintax report. 2. Address the Overpayment/Tax Due Since you received $13 but should have received $2, you effectively received an "excessive refund." Look at the "Payments" and "Refund" sections of the 1040-X.   You will list the $13 you actually received. The form will calculate that you now owe the $11 difference. 3. Part III: Explanation of Changes This is the part the websites were likely referring to. You don't need a legal manifesto here; just be direct.   Example: "Original return filed via [Software Name] calculated a refund of $13. After reviewing with Sprintax, the correct refund amount is $2. This amendment is being filed to correct the tax liability/credits and repay the $11 difference."   4. How to Pay Don't just mail the form and wait. To avoid any (tiny) interest charges:   Pay Online: Use IRS Direct Pay and select "Amended Return" as the reason for payment. By Mail: You can include a check or money order for $11 made out to the "United States Treasury" with the 1040-X. If you haven’t received the $13 check yet, or if your original return is still being processed, wait until the first return is finished before filing an amendment. This helps keep things clear and avoids issues with overlapping returns.

Thank you @DaveF1006 ,  Your suggestion works in execution, but when I completed the return Turbo Tax states that "Returns with a negative amount on Other Income are not eligible for electronic filing". Is there another method?   It's disappointing that Turbo Tax made this change, it was much simpler (and clearer) to have the ability to mark the income as Not Attributable to NJ.

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

TurboTax is free only for very simple returns, and once you add certain forms like a 1099-NEC, itemized deductions, or certain credits, the IRS requires more detailed schedules, which moves you into a paid version.   The benefit is that TurboTax walks you through those complex rules, does the calculations automatically, and helps reduce errors compared to filing on your own.    You can review what triggered the charge under Tax Tools → Tools → My Fees, so you know exactly what you’re paying for.

Can you clarify the situation? Do you live in CT? If not, what state do you live in? Is this personal property tax (Like a Car) Or is it real estate tax? What association does CT have with the tax?

@stevecripe57  I am sorry for your loss.  A call to your bank branch, might be able to provide you at least a contact/phone number based ont he direct deposits. Did your wife, by any chance,  have an IRS.gov login? It utilizes IDME. If she doesn't, You should create one. >IRS.gov >Create new account ( USE IDME LOGIN) >Create a username >Create a password Enter all pertinent information about your wife that is asked- IE; Social Security number, DOB, and a cellphone# and/or email address Use yours if no longer available.  It might ask for a state/federal ID to be uploaded- if it does, then to that.  It will send a code to the phone or the email provided. If this works... Once in the site. go to IRS TRANSCRIPTS- Specifically the Wages and Income transcripts for year 2025. This will show all income reported under her SS#. Even though she is deseased. If the IRS doesnt have the information you require. Step 2 Create a My SSA account on Social Security Administration. Same as above- Using IDME. If this is a form of payment from a pension/retirement... The 1099 SA should be in the Tax documents tab.   I think the IRS will be your best outcome as all income is reported via SS#'s and available via the Transcripts.  I hope everything turns out ok for you.   PS. Companys that do not send out, income reporting forms to any person that recieved such income(s) is in IRS violation of late filing or non filing, and can be fined.

The IRA Information Worksheet is  for record-keeping .  There will be no change to your return if you don't fill it out. It is intended to track your non-deductible contributions.  It isn't required in your tax return. However, it's crucial for avoiding double taxation on future withdrawals.