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Thanks for the reply, however, that method does not work very well as it initially gets taxed for both the Federal and NY State. Then, manually "fixing" the NY State portion as an adjustment in the NY State filing is a rather awkward work-around. Additionally, such a manual entry loses the detail of the NY State issued 1099-G and adds a lot of manual work that could lead to error or trigger an audit.   Why not simply add an "Other 1099-G" category that allows the flexibility to enter the various 1099-G box values, as well as, check boxes for the various situations such as "not taxable for State / local" , etc. and apply it automatically to the Federal and State forms? Such an approach should be flexible enough to address the year-by-year and state-by-state changes and variations that you mention.

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The senior deduction is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.   The senior additional deduction appears on line 37 of Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.   But you can preview your form 1040 and check line 13b of your form 1040 which includes the senior deduction among other deductions if applicable, such as the tip deduction, the overtime or the car loan interest deduction.   to preview your form 1040 in TurboTax Online, follow these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 13b   and you should see the amount of this deduction included in this line.

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 line 13b? See the 1040……. ,

Don't be so fast, this is a legitimate question and the quoted justification is not a good example to quote for proof of your answer.   This is absolutely incorrect advice and the quoted argument is not the correct interpretation!!   Re-read it more carefully, paying attention to the flow of money; from the County to the homeowner.  Yes, it becomes part of the homeowner's GROSS INCOME, but the County only reports what it paid to the homeowner.  Nowhere does it say THE COUNTY reports the full amount THEY received; only what they pay the homeowner.    Bottom line, the above example is a very poor example of an attempt to address the original poster's question.    The following simplified example is a better illustration of the solution to the original question, and makes perfect sense when explained below. Assuming the management company does most of the following (in other words, handles all the 'heavy lifting' required to book the short-term rental home), ie:  does the advertising to attract renters, books the vacation on their website schedule, accepts payment directly from the renters, greets them when they arrive and gets them settled in, handles all the minor issues that may arise, hires an A/C guy if it breaks down, a plumber if the pipes clog, etc. etc.; that is their business model!  THE INCOME THEY EVENTUALLY REPORT IS BECAUSE THEY ARE IN BUSINESS TO PROVIDE A SERVICE, both to their Rental clientele AND to the homeowner!  They are NOT just an afterthought, at the will, whim and total direction of the homeowner; they are a stand-alone company working hard to make a profit.   Another very important point is, these rental clients are customers of THE MGMT. COMPANY'S BUSINESS, not clients/customers of the homeowner's!!   In fact, the homeowner rarely knows who these clients actually are, as he has zero contact with them!   FOR EXAMPLE:  The MGMT. Co.'s online booking website gets a reservation and the folks show up.  Cost is $100 for the rental, plus $10 sales tax, plus $10 hotel tax.  Total of $120 collected and deposited in their checking account.  From their gross receipts ($120) they then pay the hotel tax ($10), the sales tax ($10), take out their 20% (of rents only) ($20), then pay any additional cost they covered for the landlord with one of their local subcontractor guys (ie: tree trimming $10) and then send the REMAINDER TO THE HOMEOWNER, in this case $70.   Remember, the entire $120 was deposited in the mgmt. company's checking account, as gross receipts.   To recap, the two taxes were collected and passed right through the mgmt. company's books, straight to the taxing agents.   The mgmt. company shows that $20 going into their checking account, but write off that expense at the end of the year, just like any other expense incurred during the course of business. Their $30 also got deposited in their checking acct.; it stayed in their possession as earnings, but they reduced their tax liability by expensing $10 of it on the 1099 they send to the tree trimming guy, so he will show it as income on HIS books instead.   The remaining $70 is the amount the homeowner receives from the mgmt. company and both the IRS and homeowner are notified of those earnings via a 1099-misc with Box 1 filled out FOR $70 DOLLARS!  This is the only income the homeowner receives, but he must be careful when filling out his OWN taxes, not to double-dip the expenses (mgmt. fees $20) & (tree trimming $10) because those expenses were already deducted from the 1099 he received from the mgmt. company and therefore are not part of his income or expenses for the year.   The homeowner never laid hands on, nor received, that $30 in his account, so why should it show up on his 1099 as income?????  Same reasoning/argument applies for the taxes withheld by the mgmt. company.      That $10 tree trimming expense (and the sales/hotel tax) is against THE MGMT. COMPANY'S income in that THEY received that payment from the renter AND wrote the check to pay the tree guy, just like they paid the taxing authorities!   They eventually got reimbursed by withholding it from what they paid the homeowner, so it just passes through as a mgmt. company expense at tax time, against what they retained from the homeowner.  The key is, it SHOULDN'T be included on the homeowner's 1099 because it was never in the hands of the homeowner!  Eventually, they pass the tax liability on that $10 over to the tree trimming business by issuing a 1099 to that contractor, reporting his $10 of income.   And here is the ultimate logic behind sending a 1099 with $70 in BOX 1 and NOT the following:   A)   NOT $120 -  $20 of that is a straight pass-through to the taxing authorities, with all the associated ppwk.  These taxes don't even involve the homeowner; they are collected at point of sale by the mgmt. company and the total burden on accurate record keeping and associated ppwk., and (monthly?) payments to those taxing authorities RESTS ENTIRELY ON THE MGMT. COMPANY.   The same argument holds true for the $10 tree trimming money.   B)   NOT $100 - If the mgmt. company sends a 1099 listing BOX 1 RENTS as $100, the mgmt. company has effectively transferred THEIR ENTIRE TAX BURDEN, ON ALL OF THEIR EARNED INCOME, over to the homeowner!!!  That completely defies common sense!!  They are directly telling the IRS that they made ZERO income and, btw, expect to hold the homeowner responsible for the taxes on the entire $100 of gross receipts!!  To avoid this boondoggle, the homeowner is now forced to issue their OWN 1099 right BACK to the mgmt. company; in this case reporting $30 of income, to both alert the IRS that the mgmt. company owes the IRS taxes on $30 of income AND to reduce the homeowner's tax liability by that same $30.  The idea of sending reciprocal 1099's is ludicrous!!  Also, how else would the IRS receive notification of the mgmt. company’s income without a reciprocal 1099 being sent as the 1099 form is the vehicle by which the IRS is notified of such an income tax liability? Whose business is it anyway?  The mgmt. company collects ALL the money, keeps THEIR client list private, handles all the details of each booking, and is ultimately graded by their performance.  They merely pay the homeowner for the privilege of using their home to provide income for the mgmt. company and the homeowner.  A symbiotic relationship - both parties need each other to be successful.   C)   NOT $80 - The $10 tree expense is documented fully by the mgmt. company's year-end balance sheet.  $10 as part of the initial rental fee collected and ultimately part of their gross receipts for the year; a $10 check paid to the tree guy with its associated expense on their balance sheet;  they further issue a 1099 to the tree company to pass along the tax liability on that $10 and also to report to the IRS to be on the lookout for it as income on the tree company's tax return; and finally, the $10 is never reported as income on the homeowner's 1099 as he never had possession of it and its flow is fully documented as explained above.  The mgmt. company's month-end summary issued to the homeowner will document this expense to prove the flow of money received for the rental of his house, but the homeowner's only responsibility is to remember NOT to double-dip the expense on HIS tax return.     Bottom line, only $70 should be reported in BOX 1 of the 1099-misc issued to the homeowner.  That is the only amount to EVER hit his bank account; all the rest of the $120 money flow is the burden of the mgmt. company and will be reflected on their balance sheet.  That is what they are in the business of doing - filling their calendar with rent-paying tenants and handling all of the heavy lifting involved therein, from initial booking to final cleaning.  Your house is merely a tool they use to make themselves money, and pay you for the privilege.  Another way to think of it is, you are just another subcontractor of whom they owe an accurate 1099 to -- at year's end which reflects ONLY THE CASH THEY PAID YOU, not total receipts from THEIR customers, into THEIR checking account, and not reflecting THEIR  company's income as well as yours....   One final note.  If you, as the homeowner, take more of the 'front end' responsibility for advertising the property, booking the customers, receiving the money, etc. but hire a mgmt. company only for 'back end' maintenance, cleaning, etc. then the above scenario is not accurate.  In this case, you are the main collector of money (from YOUR rental clients, not the mgmt. company's) and then pay your management company after all is said and done, then, and only then, would YOU issue the mgmt. company a 1099 detailing what you paid THEM for the year, just like any other subcontractor.   Long winded, but I hope this helps understand what isn't very clear in TTax or IRS rules...

Box 7 has a value of 7 and IRA/SEP/SIMPLE box is checked. This is a rollover IRA from over 26 years ago. From what I remember now, this is a tax deferred account, therefore all distributions are taxable. Thanks for your help

Yes.  Sorry for your loss. I lost my husband in 2023. You can file a Joint return as normal for 2025.   For the next two years following a husband's or wife's death, the surviving spouse can file as a qualifying widow or widower if they have a qualifying child. That basically lets you continue to use the same tax brackets that apply to married-filing-jointly returns. After the year of death if you don't have a child you file as Single. To file Single you need start over with a new return and new account. And don't transfer from the Joint return. See How to file if your spouse recently died https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/file-return-spo...

Thanks, @fanfare, that was my original plan.  It seems the basis will not change since my father died since no credit has been claimed against the basis yet.  The basis only changes when making new contributions or when making distributions and using part of the basis to lower the tax.  Since I have done neither, it seems the basis should be unchanged and I should be able to use it going forward.   I'd like to hear about the workaround for the 8606 name:issue.  Thanks.

I agree that the shady casino used the wrong form.  At this point, all someone can do is contact their tax filer or representative and ask for support.  However, TurboTax has muddied the water by giving such a wide spread of answers.  I’d just like to see it clarified and narrowed down.  

Box 7 has a value of 7 and IRA/SEP/SIMPLE box is checked. This is a rollover IRA from over 26 years ago. From what I remember now, this is a tax deferred account, therefore all distributions are taxable. Thanks for your help.