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March 5, 2026
10:25 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
Which version of TurboTax are you using? If you are using the desktop version for MAC, you will get the opportunity to enter the expenses in the 1098-T section. If you are using the Windows desktop...
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Which version of TurboTax are you using? If you are using the desktop version for MAC, you will get the opportunity to enter the expenses in the 1098-T section. If you are using the Windows desktop version, if you click on the pencil next to the person whose expenses were paid, you should be able to walk through and enter your expenses.
This WAS an issue, but it has been updated and now you can enter the expenses, so if you have not updated your program, please do so to enter the expenses.
March 5, 2026
10:24 AM
I file MFJ and both myself and spouse are over 65. Our line line 11 AGI is over $300,000 yet the line 12e Standard deduction is showing $34,700 with line 13b showing Zero. This can't be right. It is ...
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I file MFJ and both myself and spouse are over 65. Our line line 11 AGI is over $300,000 yet the line 12e Standard deduction is showing $34,700 with line 13b showing Zero. This can't be right. It is not calculating the phase out. What is up?
March 5, 2026
10:24 AM
What do you mean when you say your balance is zero? Was there an amount on line 35a of your Form 1040? If there is no amount there, you are not getting a federal refund. Was there an amount on ...
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What do you mean when you say your balance is zero? Was there an amount on line 35a of your Form 1040? If there is no amount there, you are not getting a federal refund. Was there an amount on line 37? If line 37 shows an amount you owe tax due to the IRS and must pay by April 15.
PREVIEW 1040
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr
March 5, 2026
10:24 AM
My refund was offset for a debt but I need to file a dispute
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March 5, 2026
10:24 AM
Never mind - the problem was an inaccurate download of an amount on the W-2. Has been corrected.
March 5, 2026
10:22 AM
Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finish...
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Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.
You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".
After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.
Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund. Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.
To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. 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_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 5, 2026
10:22 AM
I believe you are asking about the "some investment is not at risk" question.
To check on the "at risk" issue, edit your business entries and on the screen that says Your (name of business) Bu...
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I believe you are asking about the "some investment is not at risk" question.
To check on the "at risk" issue, edit your business entries and on the screen that says Your (name of business) Business, choose the option for Special Situations which is under Final Details. On the next screen that says Do you have any of these other business situations? see the option that says I have money invested in this business that I am not at risk of losing etc... If that option is checked, you need to uncheck it if that doesn't apply to you.
March 5, 2026
10:20 AM
To clarify, what is the issue? I have your token number.
March 5, 2026
10:20 AM
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March 5, 2026
10:20 AM
I reduced the amounts of medicare withheld on all three w-2's on my tax return as you suggested and am still being charged additional medicare taxes. Our total income (married, joint return) are les...
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I reduced the amounts of medicare withheld on all three w-2's on my tax return as you suggested and am still being charged additional medicare taxes. Our total income (married, joint return) are less than $200,000 and am being charged over $7,000 in additional medicare taxes. Feels like a flaw in Turbotax - is there a way to manually eliminate the charge and can I assume that a VERY NEAR FUTURE update to Turbotax will correct this error???? VERY DISAPPOINTING!
March 5, 2026
10:19 AM
Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
If accepted by the IRS use the fed...
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Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.
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_...
After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
March 5, 2026
10:18 AM
Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp
March 5, 2026
10:18 AM
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March 5, 2026
10:17 AM
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March 5, 2026
10:17 AM
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March 5, 2026
10:17 AM
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March 5, 2026
10:16 AM
1 Cheer
Thank you @rjs for that research.
March 5, 2026
10:16 AM
Yes. I actually did tried that. Like minds think alike 🐵 Her name in 2024 showed her first and middle names both in the First Name box and the M.I. box was blank. I fixed that (2024) and sav...
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Yes. I actually did tried that. Like minds think alike 🐵 Her name in 2024 showed her first and middle names both in the First Name box and the M.I. box was blank. I fixed that (2024) and saved. I then tried to transfer again and got stuck at the same spot. Neither member showed up so I added myself and then tried to add Cindy and it immediately responds "Was the a change of ownership in 2025?" I say no and then it stops me as if I am stealing bubble gum from Walmart....