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Aleksasha
Returning Member

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

 
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7 Replies

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

No one else can see your state return or access your account.

 

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

 

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

 

AUDIT SUPPORT

 

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Hal_Al
Level 15

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

Which state and what does the letter from the state give as a reason for the disallowance.

Aleksasha
Returning Member

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

Hi. Its Pennsylvania. When I asked them what the status of my return is they said this:

 

"    The amount of tax withheld was adjusted to the amount shown in the state income tax block on your W-2 form(s) or state tax withheld on your 1099(s). Credit for federal, local, other state's taxes, or Social Security payments withheld has been disallowed."

 

When I asked the to clarify what does "Credit for federal, local, other state's taxes, or Social Security payments withheld has been disallowed" is, they replied with this:

 

"You can only claimed PA State taxes being withheld on the PA-40 return. This would be the amount listed in box 17 of your W2 ."

 

Any thoughts? 

 

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

Sounds like you may have made a data entry error on the W-2 input screen ... review your entries in the state area lines 15 thru 20  against the actually W-2 form issued by the employer.  

 

Save a PDF with the worksheets to see what you entered ...

 

NOTE:  When you open your return back up, do not make any changes in it if it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.

 

  • Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2019, look for a link "Add a State."
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
  • Then choose "Print, save, view this year's return."
  • The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
  • See if one of those PDFs has what you need.  The latter has the most pages.


NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

Mkw81
New Member

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

I checked return and the Form 502SU (Subtractions from Income) seems okay. I merely answered the TurboTax questions when I prepared the return. Can someone help on verifying the process for making the claim? 

Thank you.

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

TomD8
Level 15

My state is "disallowing" my 2019 refund. Can anyone help with reviewing my state return to check if the state has the right to do so?

@Mkw81  wrote:  "I checked return and the Form 502SU (Subtractions from Income) seems okay. I merely answered the TurboTax questions when I prepared the return. Can someone help on verifying the process for making the claim?" 

 

No one here can see your tax return.  If you received a letter from the state questioning your return, it should contain instructions on how to appeal if you dispute their findings.

 

Also, it's better to post your question as a new question rather than tacking it on to a thread from 2020.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
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