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Why? Per the IRS code.. Internal Revenue Code (IRC) Section 2(a) and Treasury Regulation §1.2-2(a) mandates that a "surviving spouse" is entitled to the same tax rates and standard deduction benefits as those filing a joint return. So there fore it should use the report as !50,000 not 75,000... additionally when it does my Standard deduction as Married Filing Jointly at $31,500 so  Why is it not treated the same for MAGI? The difference is I am a Qualifying Surviving Spouse not just a Surviving Spouse. 2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

It will depend on the form that they report your income on. It is typically a W-2. To enter this form into TurboTax:   Log into TurboTax Click on Tax Home on the left sidebar. Select Wages & Income. Review/Edit or select W-2. Enter your Employer ID. The options for Snap a picture and Upload have step-by-step directions. You can also select [Type it Myself] at the bottom of the screen. Enter your employer's information. Post the information from the W-2. You may be prompted to double check certain information.

Thank you for the reply.   Though the part of screen size and system settings is incorrect. If you double click one of the tildes '~' files, then TT opens back to window size and position on your screen. The TT shortcut does not and the saved file (non ~) does not.   In summary, if you want to pick up where you left off, you must go through the ~ files to find the one that is accurate for where you stopped work and performed a save.  An incrediblely poor design for TT.  No other program has this handicap. I hope TT fixes this flaw. 

There have been some issues this year with the interview such as not showing you the "Let's enter [your name]'s HSA contributions" screen, where the second line is for "personal" HSA contributions (i.e., made directly to your HSA and not through your employer). So let's do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.   After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.   As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.     HSA Reset   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and restart the entire HSA interview....

I posted in another thread, but including my experience here:  For some reason, I was able to import my Schwab 1099 on Feb. 6 using Chrome.  I was nervous that it might have changed, though, since Schwab said Feb. 27 was when everyone's 1099 would be ready.  So I tried deleting the Schwab import and re-importing to see if my return changed.  It did not, but I did get a security alert from Schwab by email the next day that said "You have updated your preferences for third-party access to your Schwab financial account data. If you did not update your preferences, please call us immediately at one of the numbers below to report suspected unauthorized activity."  When I checked Security Settings, Linked App and Websites, Intuit was the only website that had recently been updated ("Linked: March 2").  Clicking on that, I saw that only the two regular brokerage accounts had check marks as "authorized".   When I did the import, I told Intuit to import only those two accounts when it asked, as I had manually entered a Roth IRA conversion from an IRA account, and didn't want to double enter that.  So anyone still having trouble, you might check your Schwab Security Settings page and make sure all the accounts you want to import from are "authorized" before trying.  Maybe there's some glitch in the communication for "which 1099s do you want to import" or something.  I'm pretty sure TurboTax gave me a list of the available 1099s, and I chose only the two regular brokerage accounts that I hadn't already manually entered.

If you choose to Pay With my Refund, it will take several days beyond the IRS check issue date to process the transaction. The IRS will send your refund to a third-party bank They will then pay the TurboTax fees and take processing fee The balance will be forwarded to your bank account.    

UNEMPLOYMENT COMPENSATION Unemployment compensation is taxable on your federal return.    You will have to enter a 1099G that is issued by your state.   Some states will mail out the 1099G.  Or you might need to go to your state’s unemployment website and use the password, etc. that you have been using to certify for weekly benefits to get your 1099G from the state’s site.   Enter your 1099G in Federal>Wages & Income>Unemployment   Go through the screens very carefully, making sure  to enter any federal/state tax you had withheld from the unemployment. https://ttlc.intuit.com/community/entering-importing/help/where-do-i-report-a-1099-g-for-unemployment-or-paid-family-leave/00/26530

You enter the payroll contribution on your W-2. Your W-2 should have in box 12 a code W with the 4,300. If it doesn't, talk to your employer and get a corrected W-2. This code W amount will carry automatically to the HSA interview and the rest of the return.   In the HSA Interview, there will be a screen, "Let's enter [your name]'s HSA contributions". On this screen there are two lines. The first is the "employer" contribution (actually, anything with the code W on your W-2), and the second line is for your "personal" contributions, that is, any contributions you sent directly to your HSA, not through your employer.   Next, there have been some issues this year with the interview, so I suggest that you delete the 8889 before continuing. However, if you have HSA contributions through your employer, you will have a code W in box 12 on your W-2, which complicates things. So let's do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.   After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.   As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.     HSA Reset   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and restart the entire HSA interview....