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February 26, 2026
11:58 AM
It is done automatically. If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040 which is above the standard deduction. TurboTax will automatically calculate it based o...
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It is done automatically. If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040 which is above the standard deduction. TurboTax will automatically calculate it based on your date of birth and your income. You must have been 65 by the end of the tax year. There is not a special section or box to check. Just enter your correct information and TurboTax will take it from there. For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65. This is NOT a refundable credit. This is a deduction of your income. If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount. This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65
February 26, 2026
11:58 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 new...
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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
February 26, 2026
11:58 AM
If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are...
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If you are filing as Married Filing Separately you are not eligible for the deduction. If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.
If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.
Standard deductions for 2025
Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older
New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.
The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b
Look at your Form 1040 -
You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
February 26, 2026
11:56 AM
I am having the same issues as Oliver using TurboTax Business 2025. I have no charitable contributions and no Form 8283. Before letting me E-file it is requiring I sign Form 8283 but populates Form...
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I am having the same issues as Oliver using TurboTax Business 2025. I have no charitable contributions and no Form 8283. Before letting me E-file it is requiring I sign Form 8283 but populates Form 8822-B on the print screen. This post is over a month old and still no solution!? What gives TT?
February 26, 2026
11:56 AM
Topics:
February 26, 2026
11:56 AM
I want to e-file 1040 of deceased person and have refund deposited to the bank account of her estates. I am her court-appointed personal representative. I'm looking for simple answers to the fol...
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I want to e-file 1040 of deceased person and have refund deposited to the bank account of her estates. I am her court-appointed personal representative. I'm looking for simple answers to the following questions: a) Can I e-file using Turbotax? b) Using Turbotax, can I direct the IRS to deposit the refund into the deceased's estate bank account? c) If Turbotax requires me to fill out Form 1310 (even though the IRS doesn't) how do I compete the top section that asks for a name and SSN? d) Given that the IRS doesn't require Form 1310, do I need to sign and mail it to the IRS or is it sufficient to mail a copy of the court order that appoints me as the personal representative?
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February 26, 2026
11:55 AM
Same with me
February 26, 2026
11:55 AM
He can claim that as a capital loss but the loss can only be applied to capital gains except for $3,000 per year that can be applied against ordinary income.
You would enter the loss in TurboTa...
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He can claim that as a capital loss but the loss can only be applied to capital gains except for $3,000 per year that can be applied against ordinary income.
You would enter the loss in TurboTax as an investment sale:
You enter investment sales in the Wages and Income section of TurboTax, then Investment Income, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc... Skip the section where it asks if you want to upload your tax documents. Choose Other as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis. The sales proceeds will be $0 and the cost basis what you lost.
February 26, 2026
11:55 AM
This post is also in the Community/ Topics site, though the date on it is August 2025: For Tax Year 2025 For the 2025 tax year, there is a way to get a benefit from your charitable donations eve...
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This post is also in the Community/ Topics site, though the date on it is August 2025: For Tax Year 2025 For the 2025 tax year, there is a way to get a benefit from your charitable donations even if you don't itemize. Deduction for Non-Itemizers: You can take a special deduction for your charitable contributions. Single filers: Up to $1,000 in cash donations. Married couples filing jointly: Up to $2,000 in cash donations. This is an "above-the-line" deduction, meaning it reduces your taxable income directly, and you can claim it in addition to taking the standard deduction. Qualified Charitable Distributions (QCDs): If you are 70½ or older, you can make a tax-free distribution directly from your IRA to a qualified charity. This is not a deduction, but it is a major benefit because the money is not counted as taxable income. It can also count towards your Required Minimum Distribution (RMD).
February 26, 2026
11:54 AM
Having the same issue here. And if I go to documents the 1099-B is there, but if I click on the link it's just a blank screen.
February 26, 2026
11:53 AM
I logged onto TT to work on my mother's return and it did an update. I tested this issue on my return and it now appears to be working. I did not get a notification on the fix, but this latest upda...
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I logged onto TT to work on my mother's return and it did an update. I tested this issue on my return and it now appears to be working. I did not get a notification on the fix, but this latest update seems to have addressed it.
February 26, 2026
11:52 AM
Can you clarify which situation you're dealing with? You don't have anything in column C or B? If column B is empty because you had a plan at work then you will still have to file form 8962. If co...
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Can you clarify which situation you're dealing with? You don't have anything in column C or B? If column B is empty because you had a plan at work then you will still have to file form 8962. If column C is also empty then you may not have to file the form.
When you file the IRS will reject your tax return if they determine that you should have form 8962 included and you do not. You can get around that by printing and mailing your return. You can try entering $0.01 in the boxes as well - the system reads those as zeroes but as long as there is an amount in the boxes it will let you file it electronically.
February 26, 2026
11:52 AM
Have you found an alternative service? I’m sick of it and just plan to wait for the class action lawsuit. TurboTax can kick bricks
February 26, 2026
11:52 AM
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February 26, 2026
11:51 AM
My wife and I are partners/members of a partnership/LLC that owns a sailboat. The boat was purchased and put in service in October 2021 with a charter management company. The boat is registered with ...
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My wife and I are partners/members of a partnership/LLC that owns a sailboat. The boat was purchased and put in service in October 2021 with a charter management company. The boat is registered with the U.S. Coast Guard. It's charter base has always been Tortola, British Virgin Islands. We have been careful to meet all the active participation/management tests and avoid passive activity designation. In May 2025, we terminated our contract with the charter manager, sailed the boat to Annapolis, MD and, on July 3, 2025 flew home to Colorado. The boat has been listed for sale starting in 2024 although we continued to pursue the arrangement with the charter manager unitl May 2025 and believed we might find another manager until we arrived in Annapolis on June 30, 2025, at which point we decided to convert the boat to personal use. We believe the conversion date is when we left the boat on July 3. My question is how do I report this conversion-to-personal-use? The "Disposition" section of the Asset Entry Wks allows me to enter the conversion date and apportions the annual depreciation accordingly. However, there is no sale, yet, and an Asset Sales Price of $0 produces a significant Asset Loss. How do I correctly report this conversion in TT? FYI, the Type of Asset for this boat is "Z Other". We classify it as Asset Class 00.28 - Vessels, and, due to the foreign location, are required to use the ADS system - S/L depreciation over 18 years. Because ADS is required, the boat is not Qualified Property. We classify the boat as listed property since it is used for transportation and, perhaps, entertainment. Sorry if this is TMI.
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February 26, 2026
11:51 AM
You can retrieve your IRS IP PIN number through your IRS online account or you can call the IRS at 800-908-4490 to have it re-issued.
Here is an IRS article with details on how to retrieve your...
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You can retrieve your IRS IP PIN number through your IRS online account or you can call the IRS at 800-908-4490 to have it re-issued.
Here is an IRS article with details on how to retrieve your IP PIN number or request that it be reissued.
February 26, 2026
11:51 AM
Washington state doesn't have an income tax. What is your question?
Washington state does have a capital gains tax. Your gain is the difference between the selling price and the adjusted cost...
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Washington state doesn't have an income tax. What is your question?
Washington state does have a capital gains tax. Your gain is the difference between the selling price and the adjusted cost basis. The adjusted cost basis is what you originally paid, minus any adjustments for depreciation due to business use, plus the cost of any permanent improvements.
An improvement is something that extends the life of the home or adapts it to a new use. A new floor would be an improvement, painting is not usually considered an improvement but regular maintenance. However, if you remodel your kitchen, the cost of painting can be included in the remodeling cost. If you paid for labor and materials to improve your home or some other piece of property, that is not an itemized deduction, but it does adjust the cost basis, which may reduce your capital gains.
February 26, 2026
11:50 AM
There are several reasons why you might not be able to e-file a return with a 1310. If you do have to print and mail, however, you're better off mailing the entire return complete with the 1310 s...
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There are several reasons why you might not be able to e-file a return with a 1310. If you do have to print and mail, however, you're better off mailing the entire return complete with the 1310 since the refund isn't going to be issued any earlier by e-filing the return without the 1310 and then mailing the 1310 separately.
February 26, 2026
11:50 AM
This is exactly my question / issue for 2025 filing. Did you get an answer or end up mailing paper forms? Can I e-file the deceased's 1040 and get the refund into her estate account? Happy to mail...
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This is exactly my question / issue for 2025 filing. Did you get an answer or end up mailing paper forms? Can I e-file the deceased's 1040 and get the refund into her estate account? Happy to mail the court issued authorization.
February 26, 2026
11:50 AM
The Literacy Council of Manatee County Inc. (non-profit) pays me to teach English to Spanish speaking Adults for a period of time each year. I am not a self employed business. How do I report my ...
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The Literacy Council of Manatee County Inc. (non-profit) pays me to teach English to Spanish speaking Adults for a period of time each year. I am not a self employed business. How do I report my 1099-NEC?