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  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     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)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately  

No, it doesn't impact my recommendation.  It looks like the 2022 form has not been updated to accommodate a three year carryback so there isn't a line for a carryback from 2025, just 2023.  Therefore, I don't see any choice other than to put it on line even though it is only for use when amending to carryback credits from 2023.  

Thanks for the reply.  I guess I can't continue to e-file, as I have done for many years until this issue came up in 2024, as the copy of the 1099-R must be sent in order for them to process the return.   On the Form 511 (Oklahoma form that was e-filed) it plainly states under Part 3 Tax Credits and Payments line 21 : (enclose all W-2's, 1099's or other witholding statements).   I would think TurboTax, at least, should add a way to attach the document Oklahoma requires to process the return. Years ago Turbotax e-file for Oklahoma included the federal return which had the W-2's, 1099's etc for Oklahoma Tax Commission to see but not anymore.

Where does it say 877?   That might be the total for federal and state combined.  At the end Turbo Tax just shows you the net federal and state combined. But that is only for your info. You will still get the full refund and you need to pay a tax due.    You need to check your actual 1040 return line 35a.   Same for state.   

If Social Security was your only income you do not have to file a tax return unless you have a 1095A for marketplace health insurance or unless you had tax withheld from your SS and are seeking a refund.   If you had any other income besides the SS you might need to file.

So, the deductible basically.  Also, the credit claims to be "non-refundable" and any unused portion can roll forward for additional years..  So if I owe the state $400 and my credit is $1000.. my tax liability will then be $0 and the unused $600 will roll forward for the following year.  Is that correct ?

It is disappointing that despite paying hundreds of dollars for a premium tax service, I am forced to research and manually calculate significant business savings like the R&D tax credit outside of the platform. If the software is marketed for business owners, it should intuitively support these types of high-value credits without requiring external expertise.   Why am I paying a premium price for TurboTax if the software ignores major business incentives? 

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

That is self employment income. You can enter Self Employment Income into Online Deluxe but if you have any expenses you will have to upgrade to the Premium version.  Or use any of the Desktop CD/Download programs.  You don't need to get a 1099NEC or 1099Misc or 1099K.  Even if you did you can enter all your income as Cash.  Only the total goes to schedule C.   How to enter income from Self Employment https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653

In general, a compensation structure of strictly stock is not permitted under state and federal law.  Employees must be paid at least the minimum wage in cash.  However, there is an exception to this rule if the employee qualifies for exemption under the federal Fair Labor Standards Act (“FLSA”). To qualify for the exemption, an individual must (1) be employed in a bona fide executive capacity, (2) own at least a 20% interest in the business and (3) be actively engaged in the management of the business.  Obviously the owner of an S-Corp would qualify.   If you are paying yourself wages with the stock and you have no cash income, how is the company paying the payroll taxes:  Employer's share of social security and Medicare, unemployment insurance, and employee withholding of social security and Medicare?   I don't understand what you mean by "I then take expenses as non-reimbursed business expenses" - can you clarify?

When TurboTax asks for the "individual" AGI for you and then your husband, it is looking for a match against the 2024 Oregon Department of Revenue database.  Enter the Full Joint AGI from your 2024 return into both boxes.   For an MFJ return, the "Individual AGI" for each spouse is technically the total joint amount. By entering the full amount in both fields, you satisfy the software's requirement that the total matches your 2024 filing. The Oregon Kicker for 2025 (this year) is 9.863% of your 2024 tax liability. TurboTax might be asking for these AGIs to "verify" you, but the actual calculation comes from a different line.   Open your 2024 Oregon Form OR-40. Look at Line 22 (Tax before credits). If TurboTax asks for "Prior Year Tax Liability," enter the amount from that specific line. If you manually enter this, the software usually stops asking for individual AGI breakdowns.   You can confirm if the software is finally getting it right by checking your 2025 return (the one you are working on now): Line 56 of Form OR-40 is where the Kicker appears. It should be exactly equal (2024 Line 22)  X  0.09863.