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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?

A Clergy housing allowance is generally reported in Box 14 of Form W-2 and it is not included in Box 1,3 or 5. It is usually labeled "Housing Allowance" or "Parsonage". This amount is excluded from federal income tax (Box 1) but it is  included in net earnings for self-employment tax.   When you are prompted to "Tell Us About your Clergy Housing," you will enter the qualifying expenses. This is the lesser of your actual expenses, fair rental value, or your designated allowance   If your housing allowance is not reported in Box 14 there is may be an error on your Form W-2 and you should contact the person that issued your Form W-2 to correct it.   You would indicate your housing allowance as follows: When you enter your W-2 into TurboTax , you would indicate in the description box for 14 "Clergy Housing Allowance". ‌      (See screenshots below for additional guidance) Then you will go through the next screens. On the screen that says "Lets check for uncommon situations" you can select "Religious employment" and then select "Continue" On the screen that says "Let's dig into your religious employment" select "Clergy" and then "Continue" On the screen that says "OK Tell us about your clergy housing" enter the amount of your housing allowance.   To  be eligible, the pastor/clergy must be a “minister of the gospel” and be ordained, licensed, or commissioned by a church, convention or association of churches.   If you need to go back and edit your W-2 entries, you can do as follows:   If you are using TurboTax Online/Mobile: you can use this link W-2, or you can: Open your return. Go to "wages and income" Under W-2's select "Add/Edit" next to your W-2 that you need to edit.  (See the screenshots below for additional guidance)   If you are using TurboTax Desktop: Open your return In the Search bar, enter "W-2" and select the "Jump to" link. This will take you to your W-2 entries  Select the (down) caret next to your W-2 and then select "Edit"    (See screenshot below for additional guidance)   Click here for "How do I enter a parsonage or housing allowance on a 1099-R?"   Click here for additional information on taxes and Ministers

Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.   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 Amend a tax return for the current tax year   @georgeacrump 

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?

To find the bank information used for an IRS tax payment, log in to your IRS Online Account to view your payment history or download a tax transcript. Alternatively, check your filed tax return copy (or 'Filing Instructions' page) or review your personal bank statement for the ACH withdrawal. IRS Online Account: View your payment history to see which bank account was used. Tax Return Copy: Look at the 'Filing Instructions' or Federal Information Worksheet (Part V) in your tax software or paper return for direct debit details.

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?