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The deduction is automatically calculated by TurboTax if you qualify. The calculation will appear on Schedule 1-A page 2, Part V Enhanced Deduction for Seniors, which is then carried to your Form 1040 line 13b.    The maximum deduction is $6,000 for each person 65. There is a phaseout of the deduction once your income (MAGI) exceeds $75,000 for single or $150,000 for married filing jointly (MFJ). On a joint return the phaseout is calculated separately for each person.   On a joint return the phaseout is calculated separately for each person, so the 6% phases out for each spouse. This deduction is intended to provide tax relief for seniors and is in addition to the existing Standard Deduction or your Itemized Deductions. Expires December 31, 2028.

Amending a tax return cannot used to change bank information.   Since the account number is incorrect your bank will reject the direct deposit and return the refund back to the IRS. The IRS will then send you a CP53E notice - https://www.irs.gov/individuals/understanding-your-cp53e-notice

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

If you have a state tax refund you need to call to find out the status See this for state department of revenue contacts - https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/01/25573?search-action-id=623968759055&search-result-uid=25573   Use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

They go in different places.    FOR SSDI on SSA-1099 Enter a SSA-1099, SSA-1099-SM or RRB-1099 under Federal Taxes (Personal for Home&Business) Wages and Income Then scroll down to Retirement Plans and Social Security Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button Then keep going, on the next screen be sure to answer Did you live in a Foreign Country? NO. If you are married you need to say No for each spouse.   FOR PENSION 1099R Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start  

It sounds like you may have answered a question in the My Info section incorrectly.   Follow these steps in TurboTax Online to ensure you have indicated that you are a full year resident of Utah:   Select My Info or Personal Info from the left-side menu. Click Edit next to your name. Scroll down to the State of residence section. Confirm Utah is selected as your State of Residence. Ensure the question asking Did you live in another state? is answered with No. Continue to the next screen and make sure you do not select any other states when asked if you earned money in other locations.

In my case, Turbotax is showing a contribution by me that is within the limits of my HSA, but I have not made any contributions since I retired. My previous employer has continued to make a $500/yearly contribution which is documented on the W-2 that I have received for the past 2 years. My income from my previous employer is $0 on my W-2 while still having the $500 HSA contribution for the same 2 years. Turbotax completed Form 8889 with a full contribution by me and the $500 from previous employer which does not reflect the data I entered ($0) while proceeding through the questions. I am uncertain how to correct the entry on the Form 8889 or how the inaccurate information affects the Tax Return.  Additionally, I was required to submit a paper copy of my Tas Return.

You don't need to amend for that. The IRS has been adjusting returns for the missing taxable amount of SS on 1040/1040SR line 6b and reducing your refund or sending you a bill. That's been a common error this year. It's due to skipping the next screen about if you lived in a Foreign Country or answering it wrong. That's why it's important and good before you file to check your return line by line with last year and you might have seen that the taxable Social Security on line 6b was missing if it was taxable before. Then you could have questioned it.   And only up to 85% of SS can be taxable on 1040 line 6b.

After you entered your Social Security benefits reported on a SSA-1099 there was a following screen which asked if you lived in any of the foreign countries listed.  If you indicated Yes or skipped over this screen then none of your Social Security benefits were taxed on your federal tax return.  If you did not live in any of those foreign countries then the IRS is correct.