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March 1, 2026
7:25 AM
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...
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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
March 1, 2026
7:25 AM
I'm using TurboTax online. Regardless of the category that I choose (like cleaning/maintenance), the software is pro-rating the expenses based on fair rental vs persona use. I do not see an option t...
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I'm using TurboTax online. Regardless of the category that I choose (like cleaning/maintenance), the software is pro-rating the expenses based on fair rental vs persona use. I do not see an option to designate as direct.
Topics:
March 1, 2026
7:25 AM
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refu...
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If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state 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_...
March 1, 2026
7:24 AM
Topics:
March 1, 2026
7:24 AM
Money deducted for what?
Federal income taxes withheld from wage?
State income taxes withheld from wages?
Estimated tax payments, federal, state or local?
Personal real estate tax paym...
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Money deducted for what?
Federal income taxes withheld from wage?
State income taxes withheld from wages?
Estimated tax payments, federal, state or local?
Personal real estate tax payments? Loan interest on a residence? Auto loan payments?
March 1, 2026
7:24 AM
DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return...
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DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return you will get two emails from TurboTax. The first one will say your return has been transmitted; the second one will tell you the IRS has accepted or rejected your federal e-file. If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.
Check your e-file status:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
What does it say in your account? Does it show that the return was accepted? Or does it say something else---like "rejected," "printed," or "ready to mail?”
March 1, 2026
7:24 AM
1040-SR will populate automatically in TurboTax Online if you are age 65 or older by the end of the taxable year, given the taxpayer / spouse DOB's entered into the Personal Info section of the inter...
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1040-SR will populate automatically in TurboTax Online if you are age 65 or older by the end of the taxable year, given the taxpayer / spouse DOB's entered into the Personal Info section of the interview screens.
Note that Form 1040-SR is identical to Form 1040 in terms of tax content and calculation, with the only difference being that it prints on a larger typeset, leading to a 3-page printout instead of the standard 2 pages. They both follow the same 2025 1040 instructions.
If you are using TurboTax for Windows software, you can choose to opt into or out of 1040-SR by using this checkbox (Home and Business edition) in Forms mode (upper right button).
See also: IRS - 2025 Form 1040 instructions.
March 1, 2026
7:24 AM
All depreciation calculations and reports have been updated as of the software released on February 27, 2026. Please allow TurboTax Desktop to fully update when you restart. TurboTax Online automatic...
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All depreciation calculations and reports have been updated as of the software released on February 27, 2026. Please allow TurboTax Desktop to fully update when you restart. TurboTax Online automatically updates when you log into your return.
@jfjfa
March 1, 2026
7:24 AM
Hi -- thank you, here's some more context: I exercised and sold shares of a private company via a company buyback on the same day — a same-day exercise and sale of Incentive Stock Options (ISOs), wh...
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Hi -- thank you, here's some more context: I exercised and sold shares of a private company via a company buyback on the same day — a same-day exercise and sale of Incentive Stock Options (ISOs), which constitutes a disqualifying disposition. My 1099-B reports: Proceeds: $X Cost basis: $Y Wash sale disallowed: $0.00 Gain: $Z However, the spread between the exercise price and fair market value at exercise was already included as ordinary compensation income in my 2025 W-2 (Box 1). Per IRS rules for ISO disqualifying dispositions, I need to increase my cost basis by that spread amount to avoid being double-taxed on the same income. My correct adjusted basis is therefore $Y + spread, resulting in a small capital loss. I have selected 'Incentive stock options (ISO)' as the investment type and entered the adjusted cost basis accordingly. However, my Form 8949 PDF preview is incorrectly showing the column (g) adjustment as a negative number with a wash sale code, rather than as a positive basis adjustment. This is wrong — there is no wash sale involved, and the negative sign means TurboTax is reducing my basis rather than increasing it, which would result in double taxation of income already reported on my W-2. Can you advise how to correct the Form 8949 output so it properly reflects a positive basis adjustment for ISO compensation income already reported on my W-2?
March 1, 2026
7:23 AM
Form 1040 and Form 1040 SR are identical. All the lines are the same, and all the calculations are the same. Your tax due or refund is the same. 1040SR just has bigger print. If you are 65 or ...
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Form 1040 and Form 1040 SR are identical. All the lines are the same, and all the calculations are the same. Your tax due or refund is the same. 1040SR just has bigger print. If you are 65 or older, when you print out your return it will print on 1040SR.
March 1, 2026
7:23 AM
I just tried this and it worked for me.
To report Solo 401(k) contributions in TurboTax:
1. Go to the Self-Employed Retirement Plans section under Wages & Income. 2. Select Start next to ...
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I just tried this and it worked for me.
To report Solo 401(k) contributions in TurboTax:
1. Go to the Self-Employed Retirement Plans section under Wages & Income. 2. Select Start next to Self-Employment Retirement Plans. 3. Answer Yes to contributing to Individual or Roth 401(k) plans. 4. Enter your elective deferrals and catch-up contributions. 5. Use the option to maximize your contributions if needed.
@kenwbailey
March 1, 2026
7:23 AM
I went to Form 1099 R and entered the actual amount of RMD but Turbotax did not ask if I rolled the difference back to the original IRA. It refused to change the amount to the taxable amount.
March 1, 2026
7:22 AM
If you're trying to delete a form, such as a duplicate W-2, duplicate 1099-R, etc., you will have a summary list of the forms that can be accessed from the Wages & Income (or Personal Income) screen,...
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If you're trying to delete a form, such as a duplicate W-2, duplicate 1099-R, etc., you will have a summary list of the forms that can be accessed from the Wages & Income (or Personal Income) screen, or the Deductions and Credits screen. Click update or Add/Edit for the category of forms with the duplicate entire to bring up a summary of those forms. You can click on the trash can icon to the far right of the form that you want to delete, then confirm that you want to delete the form by click Yes on the screen that pops up.
If you have additional questions or need additional assistance, please provide as much detail as possible - this will better help us to better assist you.
March 1, 2026
7:21 AM
Topics:
March 1, 2026
7:21 AM
What do you mean by "money deducted?" Deducted from what? If you have a W-2 then the amounts deducted from your paychecks for federal and state are shown in boxes 2 and 17 of your W-2. Or are y...
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What do you mean by "money deducted?" Deducted from what? If you have a W-2 then the amounts deducted from your paychecks for federal and state are shown in boxes 2 and 17 of your W-2. Or are you asking about something else?
March 1, 2026
7:20 AM
If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the...
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If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the key words highlighted, click on GO.
If you are using the 2025 TurboTax CD/Download desktop editions -
Click on the Search icon in the upper right of the desktop program screen.
Type in self-employed retirement and Enter
March 1, 2026
7:20 AM
Please check your IRA contribution entries as badietax mentioned.
Please see the following steps:
Login to your TurboTax Account
Click on "Search" on the top right and type “IRA contri...
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Please check your IRA contribution entries as badietax mentioned.
Please see the following steps:
Login to your TurboTax Account
Click on "Search" on the top right and type “IRA contributions”
Click on “Jump to IRA contributions"
Select "Traditional IRA" and “Roth IRA”
Enter $2,800 for the Traditional IRA contribution
Answer ‘Yes” on the “Roth IRA Contribution” screen
Answer “No” to “Is This a Repayment of a Retirement Distribution
Enter the Roth contribution amount of $4,200
Answer “Yes” to the recharacterized question on the “Did you recharacterize any of the Roth IRA contributions for 2025 over to a traditional IRA contribution?” screen and enter the contribution amount (no earnings or losses) of $4,200 on the next screen.
TurboTax will ask for additional information for the explanation statement
On the screen "You have deductible traditional IRA contributions of $XXX" enter the amount you want to make nondeductible (If you have a retirement plan at work and are over the income limit it will be nondeductible automatically)
Please see How do I enter a backdoor Roth IRA conversion? for additional information.
March 1, 2026
7:19 AM
If you were still legally married as of December 31, 2025 your filing choices are married filing jointly or married filing separately. Or.....if you were living apart for at least the last six mont...
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If you were still legally married as of December 31, 2025 your filing choices are married filing jointly or married filing separately. Or.....if you were living apart for at least the last six months of 2025 and you had custody of the children, you might be able to file as Head of Household.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-person-claim-head-household-filing-status/L078u1RSW_US_en_US?uid=m62dkc4a
If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.
Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older) for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.
If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.
Some of the disadvantages of filing separately include:
You cannot get earned income credit,
You cannot get education credits or deductions for student loan interest.
You cannot get the childcare credit
You have a lower amount of income on which to base the refundable additional child tax credit
85% of your Social Security benefits will be taxable even with no other income
The amount you can contribute to a retirement account will be limited.
Capital loss deduction is less than if you file jointly
You cannot get the $6000 senior deduction
You cannot get the deductions for overtime or tips
If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states: AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.
If you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.
https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh
https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0
https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh
March 1, 2026
7:19 AM
Yes, you may need to enter information from the 1095-A into your tax return. See our help article, "I'm on my parents' 1095-A form. What do I do on my return?", for common situations and how to addre...
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Yes, you may need to enter information from the 1095-A into your tax return. See our help article, "I'm on my parents' 1095-A form. What do I do on my return?", for common situations and how to address them.