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Found the new link...... See IRS Pub 590b page 22 https://www.irs.gov/pub/irs-pdf/p590b.pdf Reporting taxable distributions on your return. Report fully taxable distributions, including early distributions, on Form 1040, 1040-SR, or 1040-NR, line 4b (no entry is required on line 4a). If only part of the distribution is taxable, enter the total amount on Form 1040, 1040-SR, or 1040-NR, line 4a, and enter the taxable part on Form 1040, 1040-SR, or 1040-NR, line 4b.

Do you believe that box 12 of the W-2 is incorrect?  If so, contact your employer for a corrected W-2.   IRS General Instructions for Form W-2, page 21, states:   Code AA   Designated Roth contributions under a section 401(k) plan. Use this code to report designated Roth contributions under a section 401(k) plan. Do not use this code to report elective deferrals under code D. S    

Since you're using TurboTax Home & Business, make sure you're working under the Business tab to revise your Schedule C information. Do not override any numbers on Form 1040X or you won't be able to file the amended return.   Be sure you are starting with the return that was actually filed (no changes whatsoever) before you agree to amending your return. Also, review the instructions here: How do I amend my federal tax return for a prior year?

It appears that @DianeW777 corrected her reply to show that line 4c of Schedule SE is the relevant line.  As I mentioned, Schedule C line 31 would need to be at least $1,873 to result in $1,730 of credited compensation.

You can see the distribution of taxes paid on your 1040. Lines 26 a, b, c, d and 26 show the taxes paid You can preview your tax return by going to:   On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools Tip: If you don't see the dropdown for Tools, Minimize the federal and state options using the down arrow. On the popup menu Select View Tax Summary On the left sidebar Select Preview my 1040. Schedules 1,2 & 3 are included if you scroll down past your 1040. To return to the entry screens press Back on the sidebar. Some key numbers on your 1040 tax return are: Line 9 - Total Income Line 11 - AGI Line 15 - Taxable Income Line 19 - Child Tax Credit Line 24 - Total Tax. Line 25 d - Withholdings. Line 26 - Estimated tax payments Line 27 - Earned Income Credit Line 28 - Additional Child Credit Line 33 - Payments including Credits. Line 34 - Overpayments. Line 37 - Tax owed.

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.

But the problem is that I marked it as if I received that refund, even though I actually never did. Do I need to file an amendment for the 2024 tax year, or should I just leave it as it is? Because they might also be able to check and see that I truly never received that refund.

 Your federal tax return goes to a different location depending on the state that you live in.  See this list to determine the location for you.  Where to File Paper Tax Returns (irs.gov)   You can find the State address here: List of Department of Revenue by state  List of state DOR's  

i don't it's possible to have the excess of your "balance due" payment applied to your 2025 estimate.   normally the BD is paid 1)by mail with 1040-V which doesn't allow allocated 2) there's direct debit  3) you can pay online but there's no way to split the payment finally it's safer to separate the payments if not and the IRS finds a mistake that increase your taxes. as one payment it would take it out of the estimate portion, leaving you potentially underpaid for the first quarter   there is a way to do what you want. make an extension payment by filing an extension either online or by mail. then in Turbotax list the estimated tax payment and in the estimate section have the overpayment applied to your 2025 estimate. NOT good practice since to do this you would have to overstate your 2024 tax liability on the extension. There is a question as to the validiatity of the extension if the tax liability is wildly off.  Also, while not required, I would file the 1040 not sooner than 4/16     you could make separate payment online for your balance due and 2025 estimate.