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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.

Some folks find they have a Windows update waiting to be fully installed...sometimes tha blocks TTX form opening fully.  Completing any waiting updates, and sometimes just rebooting your computer can solve the problem.

I sent the following detailed email after missing a callback from the Office of the President.   Sadly, they replied that they are still standing behind "security" as the reason from dropping Win 10 support.  I stand behind my statement that this is just "laughable"".   Scott    ------ I am writing to strongly urge you to reconsider the recently announced decision to not support TurboTax 2025 on Windows 10. I am a retired IT professional with over 50 years of industry experience.   My last role before I retired was as Chief Information Security Officer for Purdue University.  In short, I am very familiar with IT issues from coding to system design to information security. The stated reason for dropping Windows 10 support out of concern for customer security is simple laughable!  Windows 11 is not an inherently more secure platform than Windows 10.  Frankly, neither is great but they what we have available from Microsoft.  Microsoft has announced the end of support for Windows 10, but they have already announced options to continue Windows 10 support.  This support will not include new features but WILL INCLUDE security updates through the end of 2026.  As of July 2025, only about half of Windows users have migrated the Windows 11.   Are you ready to walk away from those users?  Microsoft saw the flaw in their strategy and is offering an option.  Intuit needs to do the same. I believe I understand IT support issues and I can imagine some of your management is concerned about the increased cost of support for both Windows 10 and Windows 11.   That is likely true.  The other side of that question, however, is the possible loss of revenue when Windows 10 users who can’t migrate because of their own costs for new hardware decide to seek out another vendor.  That discussion is already very active in various forums. I also suspect there are also some managers who want to push desktop users to your online product.  Again, this could be an advantage to Intuit, but it is impossible to argue that an online TurboTax is more secure for a customer than a desktop version.  As an IT security professional, I would argue that an online product is a greater security risk for that customer.  For starters, the fact that an online application produces a single attach point for the criminal is a huge factor. I could go on, but I hope I have made my basic points.  I have used TurboTax for as long as I can remember.  In short, I am a loyal customer, and I need you to be a loyal vendor. Dropping Windows 10 support now is a flawed strategy and I hope you will reconsider and change this direction.

Did you un-install the program?   If not, you should be able to just open it up from your own hard drive the same way you open up any other program installed on your computer.  When it opens up, go to "File" on your top tool bar and then click Open Tax Return

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst   Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.      

How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf   OR to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

Did the IRS seize your 2022 joint refund for back tax owed by your spouse?     No, you cannot amend a 2022 tax return to remove your spouse's name.   If you filed a joint return with your spouse for 2022, you are not permitted to change to filing married filing separately after the mid-April filing deadline.   I am not even sure if this would work for you now, but the thing you could have done for 2022 if your spouse owed back taxes, is to file as an injured spouse so that the part of the refund that could be attributed to your earnings would be protected.  It is extra tricky to file injured spouse if you are in a community property state.  You could try amending to file 2022 as an injured spouse.       https://ttlc.intuit.com/turbotax-support/en-us/help-article/spouse-partner/file-form-8379-injured-spouse-allocation/L3KVDvR02_US_en_US?uid=ltmrgzbp       https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m76mq6z2    Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

the IRS probably would not be able to send you a copy/transcript of your w-2 or 1040 since it only retains them for 7 years. However, the Social Security Adm keeps copies of the w-2s for much longer so 2011 should be available for a fee.