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TurboTax automatically applies Head of Household "HOH" if you have a qualifying dependent and pay more than half of the cost of your home upkeep.    To add HOH, in the My Info section, during the interview, indicate that Yes, you did pay more than half of the cost to keep up your home in 2025.   If you missed doing this and already filed, you'll need to file an amended return once it is available; if you have not yet filed,  you can simply make the update now.   Here is some more information you may find helpful: Guide to Filing Taxes as Head of Household

I imagine this was known well prior to the 11th-13th if the amount of work requires multiple additional days. Can they clarify what priority this is on the upgrade patch and how many resources are deployed to fix it to give confidence in the date? Otherwise the community should cancel and receive refunds. 

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    

Yes, I went ahead as well.  In another thread on this same issue a poster had commented that he had done this for a relative (submitted without the box checked) and the relative did get the refund due to them; i.e. the tax form was accepted and processed.   It's just unnerving to see this - somewhat front and center on page 1.  It caused me a couple hours of searching here to get a better understanding.  And it seems others have gone through the same.   Thanks for your post.    

To designate the RMD amount you took from the distribution in Box 1 of your  Form 1099-R(s), do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the first 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)   Additionally, if one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions.

The highest federal tax rate for individual taxpayers earning at least $626k ($752k filing jointly) is 37% - at most, this may increase to 40.8% for investment returns subject to the Net Investment Income tax of 3.8%. It's also possible you could be subject to the Alternative Minimum Tax as a high income earner. If you are calculating an effective rate, it's possible you are including self-employment taxes, which should be carefully planned for with estimated payments throughout the year.    Where are you seeing this tax rate being calculated? Is there a heading or a label that can help us understand what you're seeing? 

This happens on occasion without a known reason. Try this: Use the trashcan icon in the Canadian Pension section next to where this appears, but you don't click Continue, because it creates a new Canada RRP Worksheet. So click the trashcan and go right back to Federal Review.   We are currently investigating the issue and will provide updates as soon as possible.

If you know you need an IP PIN to file your taxes and you lost your CP01A letter (or never received it), you can:   Get your IP PIN online at the IRS's Get an IP PIN site, or Call the IRS at 1-800-908-4490 to have your IP PIN mailed to you (this can take up to 21 days) We can't issue IP PINs and you won't find them on your tax paperwork. You can only get IP PINs from the IRS.  

To designate the RMD amount you took from the distribution in Box 1 of your  Form 1099-R, do the following:   Return to your 1099-R entries by clicking Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Wages & Income Click on the pencil to the right of the first 1099-R Click Continue through the entries you've made "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD (no extras) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", enter your RMD (no extras) that you entered in the prior screen, Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil) Additionally, if one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 4 above and just Continue through the remaining questions.