How to amend a return that's still pending according to the TurboTax software, but rejected per email?

[laur791631]

Preface: I filed with my own account on the purchased software my boyfriend has. It allows up to 5 returns under separate user names and that is not part of this issue. 

In the app software, it states my efile from last Thursday is still pending but I recieved a rejection from  Turbo tax saying I need to fix my AGI from 2021. I have the information, but the IRS has no record of me filing my 2022 return and TurboTax says its pending so I cannot fix this and refile. 

I'm not able to bring it up anywhere but the app to see it pending either. 

Any tips or ideas on how to fix my AGI when it's been pending for a while and I know it's rejected (per TurboTax)? I cannot access the app until I'm home rather late tonight to see if it's still pending even or use the help that comes with the software purchase.

[xmasbaby0]

It sound like you are confused as to using the online software and the CD/download.   If you used the CD/download then you have to look in that software for the status of your e-file----not the "online" account.    The online "app" is not going to know you used the CD/download software.

Using the CD/download software, go to Federal Review and check your e-file status there.

If it says there that the return was rejected then you can make changes as necessary and re-file it.

If it tells you there that the return was accepted by the IRS, you will need to wait for the return to be fully processed and then amend the return using a Form 1040X, which will become available in late February.

[xmasbaby0]

And..

 If it was rejected for AGI—-be aware that many 2021 returns took so long for the IRS to process that your 2021 AGI might not be in the IRS system.   Try using zero instead.

If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.

https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311

If that does not work and you still cannot e-file, then print, sign, and mail your tax return.

[laur791631]

I’m not confused, I outlined that. I called the download the “app” because it opens a separate program. I know I have to check it there.

I got an email saying it was rejected and why from TurboTax but it’s been pending in the downloaded software version since last week and I cannot even open it to amend it.

How am I supposed to fix it if it states it’s pending and I’ve gotten a rejection? That doesn’t make any sense and it’s been well over 48 hours. 

I know what I need to do for the AGI, thank you. 

[laur791631]

This is the first time I have used the software download, and since it’s not on my computer (it’s on his), I’m trying to figure out how to get it moving from pending to rejected so I can open it for me to fix my AGI, since I’m unable to try and chat with a person until later this week in the evening. 

[VolvoGirl]

Ok try this.  For the Desktop program you have to check the filing status inside the program.  Open your return and go up to the top black menu bar first item

File > Electronic Filing > Check Electronic Filing Status

Then go though the File tab on Blue bar right side to send it again.  

[laur791631]

Thank you! I’ll give that a try!! 

much appreciated!

[laur791631]

Through, we did do that yesterday, and that’s how we found it pending. How can it be pending if turbo tax sent the rejection emails?

[MichelleLO]

Please reach out to TurboTax Customer Support for assistance.  Support will be able to confirm the status of your returns and whether they are pending or rejected.  

Please follow the instructions in this TurboTax FAQ to contact Customer Support: What is the TurboTax phone number?

[laur791631]

Turns out it was a Turbo tax glitch in the software on our end when someone remoted in. I had to delete and start over and pay double what I was before plus what he paid.

wont be using turbo tax again, customer support is horrid.

[rejected form 8960 8849]

I have the same issue -- I don't have a 'file' option on the blue bar. The 'file' below the blue bar takes me to the same area: pending status and unable to file ('refile' is not an option) because both have been filed. It seems like the software doesn't know that the returns were rejected. The issue is the form 8960 error that the IRS has apparently owned-up to and allegedly fixed:  https://www.irs.gov/e-file-providers/known-issues-and-solutions  and  https://www.reddit.com/r/tax/comments/10q3w9f/tax_pros_are_you_getting_reject_code_f896001904/

How do get the desktop software to know it's been rejected?

[MoniqueLO_]

Our IT team is working to resolve this issue. Please see this Help Article to sign up for updates so you will be notified when this issue is resolved. 

@rejected form 8960 8849