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You have up to three years from the due date of the return to amend for a refund.     If you want to go ahead and amend the return now to claim the credit, plan to file the amended return by mail and include a letter or statement explaining the situation you have experienced with the car dealer.  It may help or it may not, but unless the IRS provides more guidance about how to handle the situation, that is the best option.

Yes I filed the duplicate.  Honestly it was late at night and I was finishing up taxes on an amendment and I entered in the information that was on the form 1041.  Of course, had I been paying attention I would have realized that these are the printed forms after they were filed by that CPA and he simply mailed them to me to keep for my files, but I went and entered the exact same amounts onto the K-1, including the EIN.  The bigger issue is that upon seeing the massive liability it says I owe, I prepared my account with funds from my savings to set up a payment for auto debit.  When I realized what I had done, I quickly transferred the money back from my checking to my savings.  But I don't want there to be this tax balance just sitting out there so that's why I was asking about how to pull that back like I never did it.  The CPA's filing was the correct one and should stay.

Wait till you get the notice; you can only pay a balance due on the website anyway.    If you wait until you receive the 12C letter, the letter will have a fax number or a code to use the document upload tool.   You know you owe the $$, so just be prepared to remit it whenever you receive the notice.   Since you have already filed and paid the balance due, you won't incur penalties.  

Once your tax return is fully processed and you receive your refund or your balance due is deducted from your return, you can file an amendment.   Follow the instructions below to prepare your amendment:   Open TurboTax. Scroll down to Your tax returns & documents and select 2024 for the year you want to amend. Select Amend (change) return, then Amend using TurboTax Online. On the screen OK, let's get a kickstart on your 2024 amended return, select the reason. On the next screen, select Something Else and Continue. On the screen Tell us which 2024 return(s) you want to amend, select 2024 Federal or State. TurboTax will guide you through the screens to prepare your amendment. For more information and instructions, review the TurboTax articles How to Correct Federal Tax Returns, How to File an Amended Tax Return with the IRS and Video: How to Amend Your Tax Return.

Do you have a child?  When did your spouse die?   You can file a Joint return as normal the year your spouse died. For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. And then the next year start over with a new return and new account. And don't transfer from the Joint return.  

You will need to contact the IRS for information. 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. 

So does that mean that I would need to pay for a TurboTax desktop version first?  I would prefer to first go through amendment calculations using TurboTax to determine that it's actually worth filing an amendment to get some additional refund back. What if the difference is negligible, and it's not worth buying a desktop version? Is there a way in TurboTax to run through calculations first before spending any money?