State took more than what was owed. HELP!!!!

[peytonhead]

The state of SC took $1032 for taxes owed but TurboTax shows we owed $778 with a difference of $254.  How do we rectify this with the state?  Will TurboTax next year show that they owe us the $254 or showed I amend the state return for the difference.

[AnnetteB6]

Once your return is electronically filed, TurboTax will have no further information about your electronic payments for your state tax return.  So, if your SC tax return showed a balance due of $778, there will not be any information in TurboTax for 2026 showing that more than that balance due was paid to the state.  

If the amount that was actually paid to the state does not match the tax return that was filed, you should contact the SC Department of Revenue to learn why.  You may even be able to log in to your online account with the SCDOR to get the answers you need.

Use the following link to get started:

Contact Us
 

[peytonhead]

I think the issue at hand is TurboTax had state updates after i filed on 1-31-26, as the PDF file of the return shows $1032 and after TurboTax updated after I filed shows tax owed of $778.  I went to the amend section for TurboTax and it shows a refund in the amount of $254.  Not sure if i should amend this return for that amount or will TurboTax see i over paid for 2025 and then for 2026 show a credit.  Not sure what to do. 

[Vanessa A]

Yes.  You should amend your return if something is not correct on it.  No.  TurboTax will not see that you overpaid in 2025 and give you a credit for 2026.  In order for you to have a credit for 2026, the state has to have the forms and review your return.  The state is the one that decides if you really get the refund of not.  TurboTax simply enters the information you provide and does the calculations for on the forms and then transmits the forms to the IRS and the state.  

So in order for the $254 refund to be real, the form actually has to be sent to the state.