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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.     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    

If you e-filed and the filing was rejected by the IRS, you have an opportunity to fix the error and resubmit your taxes for e-filing.  Did you receive a 1095-A form from the Healthcare marketplace and did you report it on your return?   If your return was rejected for error code F8962-070, check out How do I fix reject code F8962-070?   If you have more details about the specific reject code that you received, that would be helpful.

Room and board do qualify as higher education expenses for 529 plans, provided the student is enrolled at least half-time.  I have listed the steps to get to these screens to check your entries in TurboTax below.   Qualified expenses are entered under "Deductions & Credits", "Education," "ESA and 529 Distributions."   You can get to Education Expenses screen in TurboTax to verify your entries as follows: Click on "Search" at the top right of your TurboTax screen. Type "Education Expenses" into the search box. Click on the link "Jump to Education Expenses" Your screen will ask, "Did you have education expenses?" Select "Yes" and "Continue" Follow through the TurboTax screens and enter your information regarding your education expenses Make sure all follow-up questions are answered properly. 529-plan distributions (reported on Form 1099-Q) are not taxable if used for qualified education expenses, such as tuition, fees, books, and room/board.     Form 1099-Q is an information form. You can choose to not report the Form 1099-Q on your tax return, if your son has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. If you have already entered it, make sure you indicate the funds were used for qualified expenses to avoid taxation.   Make sure you have properly entered all of your qualified education expenses in TurboTax and check all of your entries.   You can get to the Form 1099-Q screens in TurboTax to check your entries as follows: Click on "Search" at the top right of your TurboTax screen. Type "529" into the search box. Click on the link "Jump to 529" Your screen will ask if you received a Form 1099-Q for qualified tuition program distributions in 2025. Follow through the TurboTax screens and enter your information regarding your distributions. Make sure all follow-up questions are answered properly.    Click here for 529 Plans and Taxes: Deductions, Tax-Free Withdrawals & More   Click here for Guide to IRS Form 1099-Q: Payments from Qualified Education Programs   Please return to Community if you have any additional information or questions and we would be happy to help.

The license code for TurboTax Desktop can be found by using the steps in the link below. There is no license code for TurboTax Online. How do I find my license code for TurboTax Desktop? @Charlie  

If accepted, there is nothing you can do at present. However, the IRS will check to see if its database is showing you made estimated tax payments and should make the appropriate adjustment. Worst case, for some reason, they don't show up, then you'll need to amend once your return is fully processed. You probably need to supply supporting documents (bank, credit card statements, etc), which will require that the amended return be submitted by mail. If you go this route and are owed a refund, expect it to take months. 

I, as a customer, should not be stuck in the middle between TurboTax and Merrill.  They say it is your fault, you say I should tell Merrill that it is their fault.  I called them.  They did not listen to me, you are not listening to me.  You need to do the work to get MerrillEdge on your list, period.

TurboTax hides your full checking account and routing numbers on downloaded returns, displaying them as masked characters (e.g., XXXXXXXXX) for security and identity protection. This is standard procedure for electronic files; however, the complete banking information is still transmitted to the IRS for direct deposit. 

The total of IRA's that are previously taxed means:  If you made contributions to a traditional IRA in the current or previous years that was non-deductible (or that you forced to be non-deductible), the total of those contributions would be the amount previously taxed in the IRA.