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Are you just entering them into a tax return?  Are you using the What-If worksheet?  The What-If worksheet has been updated some of the new amounts.     On Aug 21, 2025 the What-If Worksheet was updated for new Standard Deduction amounts and the additional 6,000 for Senior Deduction. And maybe the SALT deduction increase. For estimating……There are a few workarounds you can do. Like if you itemize deductions the SALT (State And Local Tax) max was 10,000 and now is 40,000. So you could enter the amount over 10,000 (up to 40) in another place like in Charity. If you are 65 or older and qualify for the 6,000 senior deduction you could reduce some taxable income by 6,000 (12,000 married).   Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes. Or try…Go into Forms View. Once there, at the top of the left column, click on the icon for "Open Form". A popup window will appear. In the text line, type the word "what" without quotes. You should see "what-if worksheet" appear as a selection choice. Double-click it to launch the form.   You need to click the box to use 2025 tax rates at the top of the column.    

Well there's over a dozen kinds of 1099.  Where is it asking if you need to file a 1099?  That could be for several other 1099s too.  Or even a 1099NEC you need  to  prepare to give to someone you paid for business.  So  you need to include the letter like 1099R, 1099-INT, 1099-DIV, 1099B, 1099NEC, 1099Misc, etc.  

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.      

Federal Taxes Deductions & Credits Estimates and Other Taxes Paid Other Income Taxes Payments with Extension   You said you made the payment "IN" 2024. An extension that you filed IN 2024 would have been for your 2023 tax return. You would enter that payment in your 2023 tax return, not in your 2024 tax return. If you filed an extension for your 2024 tax return you would have filed the extension and made the payment IN 2025. You would enter that payment, that you made IN 2025, in your 2024 tax return.  

@RMI , agreeing with my colleague @DoninGA , that you probably do not need to file a form 3520, I just want to make sure  that  neither of the donors are  related directly or indirectly to for purposes of threshold computation. Section 267 and 707 (b)  are relevant here  and generally take a  very broad view of "related" person.  This is especially of import =since this is not a tax event  i.e. there is no tax effect in recognizing/filing a form 3520. IMHO   pk

@ammon626  well congratulations  are in order. (a) what is your own status--- US person ( citizen/GreenCard/ Resident for Tax purposes )  or NRA ? (b) If you were not a  US person ( citizen/GreenCard/Resident for Tax purposes ), then we need to know  which country you are from ?  There may be  tax treaty considerations. (c) To amend a return ( from single ) to MFJ, your spouse needs to have a tax id ( TIN --- SSN / ITIN ).  However, generally the TIN is not retroactive ( except for the  current filing season ). (d) Also note that if you filed as single while being married ( and filing  form 1040 as a US person ), you may be subject to perjury jurat.   Having said all of the above , please answer my questions  and I will circle back and help -- yes ?    

No....the IRS will not refund tax withheld from your paycheck in the middle of the year.  Sorry.   When you prepare a 2025 tax return in early 2026, the amount of income you received and the amount of tax that was withheld from your earnings will be reconciled to determine if you owe more tax or receive a refund.  There is no such thing as an interim income tax refund.