I need to amend my tax return to include a Schedule 1-A Senior deduction. How do I go about doing this?

[SharonD007 · Accepted solution]

You don't need to amend your tax return to include the Senior Deduction. TurboTax automatically calculates the additional senior deduction based on your date of birth and income. If you qualify, the deduction will appear on your Form 1040 on line 13b. You can see the calculation on Schedule 1-A, Part V, line 37. No additional action is required on your part.

Taxpayers aged 65 or older may qualify for an additional deduction of $6,000 ($12,000 for those filing Married Filing Jointly). To be eligible, you must meet all of the following criteria:

1. Be 65 or older by December 31, 2025
2. File as Married Filing Jointly (MFJ)if you are married
3. Have a Modified Adjusted Gross Income under $75,000 ($150,000 for MFJ). The deduction phases out for taxpayers with higher incomes.

For more details, review the TurboTax article Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.