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Don't make changes to your filed return until you are ready to AMEND.   delete the 1099-R so that your tax file is identical to what was ACCEPTED. Save a copy for your records.   Then issue AMEND command.   @georgeacrump  You can do that now, you don't have to wait.

I would wait for a couple of days. Even though things are done electronically, there may be a backlog in the IRS computers this time of year that may slow down the debiting process. I have seen this happen numerous times in the past.   Since your state was debited, you can be sure the IRS has the same information. If you are concerned about a late payment, don't be concerned. Your return was time-stamped when you sent it, so your payment is not in arrears.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2023 and 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the desktop editions for each tax year required from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A prior year tax return can only be printed and mailed, it cannot be e-filed using TurboTax.  Use separate envelopes for each tax year when mailing.

The amendment can be completed using the steps below and if necessary you can use the IRS transcript for your original 2023 tax return.To file a new prior-year return for tax year 2024, 2023, or 2022, you'll need to purchase and download that year's TurboTax software for PC or Mac, as TurboTax Online and the mobile app are only available for the current tax year. See additional information in the link below. How do I file a 2024, 2023 or 2022 tax return?

Since you claimed him a Dependent, all he needs to do  is indicate on his rejected return that he's 'claimed on someone else's return' in the Personal Info section and re-file.  Since you're claiming him, you can also claim his Education Expenses (if you didn't already and he had out-of-pocket expenses).    Here's more info on Claiming a Dependent.   @CRS1985 

Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

You can look on your state tax summary where that will be listed as follows:   While working on your state tax return in TurboTax:   Choose Tax Tools from your left menu bar in TurboTax Online while working in your program Choose Tools Choose View Tax Summary

Your date of payment stays valid.  It may take the IRS up to 10 days to debit your account during this time of the tax season.   Call IRS e-file Payment Services 24/7 at 888-353-4537 to inquire about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling.

This error indicates a rejection in your tax return related to Form 8915-F, used for reporting qualified disaster or coronavirus-related retirement plan distributions. The field indicates a discrepancy in the prior year's selected distribution amount for SEP/SIMPLE/Roth groups.   It will likely be best to print your return for mailing. The IRS may not be quite prepared for this since the One Big Beautiful Bill Act (OBBBA) changes. How do I file by mail?

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 

My last answer was incorrect.  Opus 17 is 100% correct.  The 401(k) treatment of the earnings on the excess contribution is in the regulations, while there are no regulations for the earnings from the excess HSA.  Even though withdrawn in 2026, as Opus 17 stated, the earnings on the excess HSA contribution should be reported in 2025.