Made mistakes on Federal and PA state 2025 income taxes.

user17576991300 — Wed, 17 Sep 2025 17:04:16 GMT

I did my federal and PA state income taxes for 2024. I electronically filed both. I got a message back the these returned were accepted. However, the refunds were very high (Fed - $7,183.00, PA State - $12,191.00). This is my first time filing after a full year of retirement. It appears that I did not input my income correctly. The income included my wife’s Social Security, payment from her retirement and a small income from a job. It also included my Social Security, my pension and my retirement. I have been told that I need to file a 1040X and a new PA State return. I am reluctant to file either without some assistance because I am not clear as to what income is taxable and what income is not taxable on either return.

I filed my Fed and State returns on time. I am starting here for assistance but I am considering meeting face to face with a tax professional

What is your recommendation for pursing this problem? I have not heard anything back from the IRS or from the State of Pennsylvania.

Re: Made mistakes on Federal and PA state 2025 income taxes.

Katie-P — Wed, 17 Sep 2025 23:17:29 GMT

I can understand your concern. Filing with big changes after retirement can cause so much uncertainty because your entire tax story is different from what it was before retiring. It can take a year or so to get comfortable with filing new forms.

If you used TurboTax to file the original 2024 tax return, then I'd recommend you reach out to us so that we can help you determine if there is an issue with the original return and, if so, what we suggest you do about it. Here's an article with steps on how to best reach out: How do I contact TurboTax?

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Made mistakes on Federal and PA state 2025 income taxes.

Re: Made mistakes on Federal and PA state 2025 income taxes.