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Yes, If you're referring to the senior benefit for married couples.   It was claimed to be no tax on Social Security.  That is not quite true. Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old.  Also, a $12,000 deduction would apply to couples who qualify.   This deduction is for qualified individuals. Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with Deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  Deduction phases out for taxpayers with modified adjusted gross income over $75,000 ($150,000 for joint filers). The full taxable amount is included in your gross income on Form 1040; however, the Senior Deduction is reflected on line 13b.  It is reflected on Schedule 1A, Part V, Line 37  For more information, see Deductions for Seniors.   VolvoGirl has a screen shot of where the deduction occurs.    

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.

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)     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 $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    

To enter an investment sale - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button

It is automatic based on your age.   It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. Turbo Tax automatically includes it if you qualify.   If you are married you have to file a Joint return. For Online version you can preview the 1040 https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...   See the 1040…….

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)     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 $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    

Your IRA contribution may be limited by several factors:   For a traditional IRA the contribution limit is $7,000 ($8,000 if over 50).   There are also restrictions based on your Adjusted Gross Income (AGI). Modified AGI limit for traditional IRA contributions. For 2025, if you are covered by a retirement plan at work, your deduction for contributions to a traditional IRA is reduced (phased out) if your modified AGI is: More than $126,000 but less than $146,000 for a married couple filing a joint return or a qualifying surviving spouse, More than $79,000 but less than $89,000 for a single individual or head of household, or Less than $10,000 for a married individual filing a separate return. In addition there are restrictions based on other retirement accounts. Modified AGI limit for certain married individuals. If you are married and your spouse is covered by a retirement plan at work and you aren’t, and you live with your spouse or file a joint return, your deduction is phased out if your modified AGI is more than $236,000 but less than $246,000 (up from $240,000 for 2024).  If your modified AGI is $246,000 or more, you can’t take a deduction for contributions to a traditional IRA. Please see the IRS Publication referring to IRA contribution limits for 2025  

The Form 3520 is an information report required by the IRS and it is not part of your income tax return so TurboTax does not have the Form 3520.      You can download it directly from the IRS website at Form 3520 then complete and mail it in separately.  Here is the IRS link to the Instructions for Form 3520.     Send Form 3520 to the following address:   Internal Revenue Service Center P.O. Box 409101 Ogden, UT 84409   In general, a U.S person’s Form 3520 is due on the 15th day of the 4th month following the end of such person’s tax year for income tax purposes, so the deadline is April 15, 2026 for the 2025 tax year.      

From the Wages and Income screen, locate the Self-employment income and expenses section, and after entering pertinent information about your business, go to the section Let’s enter the income for your Food Delivery Driving Work. Then choose Form 1099-NEC, for nonemployee compensation. After entering your 1099-NEC information, you will come to the screen  “Let’s check if you can deduct any tips.”   If you need additional information, see the link below: TurboTax tips deduction  

TurboTax automatically includes on line 1 of Form 8606 a nondeductible traditional IRA contribution that you have entered.  When you indicate that this contribution was made in 2026, 2025 TurboTax will also include this amount on line 4.  With no traditional IRA distributions made in 2025, this amount will pass through to line 14 of the Form 8606.  If TurboTax indicates that you entered a nondeductible traditional IRA contribution, it's implausible that TurboTax did not add Form 8606 to your tax return unless you mistakenly indicate that you recharacterized this contribution.   When entering the traditional IRA contribution, make sure that you do not indicate that you recharacterized ("switched") the contribution to be a Roth IRA contribution instead.  Unless you actually did a recharacterization because you were eligible to contribute to a Roth IRA, which seems unlikely since your intent was to do the backdoor process, there was no recharacterization.  A Roth conversion is not a recharacterization.   The Roth conversion performed in 2026 will be reported by the traditional IRA custodian on a 2026 Form 1099-R and is reportable on your 2026 tax return.  The amount from line 14 of the 2025 Form 8606 carries over to line 2 of the 2026 tax return to be applied in calculating the taxable amount of the Roth conversion.

It wouldn't make any difference. I am already maxed out to my total withholding anyway getting refunded. Maybe I can or maybe I can't add it for next year for the heat pump and hot water heater I installed last year.