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@ Hedgehog23 wrote: Here is my problem. I don’t see Tax Tools link anywhere. I saw other posts saying the same thing… I'll assume you're using Online TurboTax.   If you have finished your return, and if the return interview is closed,  you will no longer have the full left column menu.  You have to open the interview back up to get the full left column menu.   At the Tax Home page look for a link "Add a State."  That doesn't really add one, but will open the return back up to get to Tax Tools and the Print Center in the left column menu.   NOTE:  If your return has already been filed, do NOT make any changes in it.  If you later have to amend the return, it has to start off exactly like it was originally filed.   NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

  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  

Thank you Baldietax,   I think I am going to do exactly that. See my edit above about the complexities of the reported cost basis on these 2 bonds improperly including the accrued interest I paid when I purchased them. Fortunately these are low coupon bonds, so the double reporting of a few months interest is not too large a tax hit. 

If you received a 1099NEC you are being treated as if you are self-employed---an independent contractor---and the owner of the business did not withhold any federal tax or Social Security or Medicare, so you will have to pay self-employment tax.   When you are a W-2 employee, the employer has to pay a portion the Social Security and Medicare, but if you are an independent contractor, you pay all of that yourself.   You are not being treated as an employee---tax wise anyhow.       If you have self-employment income for which you will pay self-employment tax for Social Security and Medicare,  you will need to use online Premium software or any version of the desktop software download so that you can prepare a Schedule C for your business expenses.     https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653   https://ttlc.intuit.com/community/self-employed/help/what-is-the-self-employment-tax/00/25922   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-self-employment-business-expenses-like-home/L1k6HJY4A_US_en_US?uid=m6jrthmp     If you live in a state with a state income tax, you might need to make estimated payments to your state.   https://turbotax.intuit.com/tax-tips/small-business-taxes/the-home-office-deduction/L1RZyYxzv https://ttlc.intuit.com/turbotax-support/en-us/help-article/estimated-taxes/make-estimated-tax-payments/L5svMESaC_US_en_US?uid=mdna5aoh     https://turbotax.intuit.com/tax-tools/calculators/self-employed/   https://ttlc.intuit.com/community/business-taxes/discussion/self-employed-don-t-miss-these-tax-moves/00/3400413     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-schedule-c/L5Fz3j5us_US_en_US?uid=m6a6gknk   https://ttlc.intuit.com/turbotax-support/en-us/help-article/payroll-additions-deductions/qualify-qualified-business-income-deduction/L0rM2cIIQ_US_en_US?uid=m5zpoxad   https://ttlc.intuit.com/turbotax-support/en-us/help-article/self-employment-taxes/self-employed-expenses-deduct/L37ZS1B8T_US_en_US?uid=m6fntpg7     The business owner may be taking advantage of you by mis-classifying you as an independent contractor instead of paying you as a W-2 employee and withholding tax, and paying the employer portion of Social Security and Medicare.     https://www.forbes.com/sites/kellyphillipserb/2025/06/05/employees-or-independent-contractors-how-to-classify-workers/ https://www.irs.gov/newsroom/worker-classification-101-employee-or-independent-contractor      

If you need to login to the account you created to file his return, visit our sign-in help page.  Once you login select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.    To correct your last year's AGI and e-file your return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return If you need to find your last year's AGI, see the TurboTax help article below: How do I find last year's AGI?

Same situation here, completely reentered all tax information, charged my card for the e-file than locked up on correcting the error!   With the same message: "Information Worksheet: Form 1099-Q is still being worked on. Please return after it has been updated.."   Only shows up as a problem with my Oregon taxes.

If your father did not pay back any of the Social Security benefits in 2025, the repayment does not affect his 2025 tax return. He cannot report a repayment in 2026 on his 2025 tax return. On his 2025 tax return he has to report the full amount of benefits that he received in 2025, as shown on his SSA-1099. If he repays the benefits in 2026, he will be able to claim a deduction or credit for the repayment on his 2026 tax return. It's not clear why he "has to" pay back his Social Security benefits. Taking a large IRA withdrawal does not require him to pay back his Social Security. It's not clear why you even mentioned the IRA withdrawal.  

You are correct.  I see that the SSA1099 entry was similar last year but I must not have noticed then and it does not appear in the 2024 column on the Your Tax Breaks page like the 2025 amount does. Now, when I look at the Tax Summary on Tools I see that the Medicare amount is not counted as an itemized deduction presumably because it is under 7.5% of income. It would be nice to see the full 7.5% test and the "income" amount on the first screen when you edit that Medical Expenses row OR at the end of entering expenses and it returns to say that your expenses will not be counted as a deduction.  My Medicare amount and other medical expenses are NOT one of My Tax Breaks in this case.

Georgia requires you to itemize on your Georgia Return if you itemize on your federal return.  They also require you to use the Standard Deduction on your GA tax return if you used the Standard Deduction on your Federal return.