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As long as your return hasn't already been e-filed and accepted by the IRS, you can edit your information. In your Intuit Account go to "My Info" section, and then, click Edit next to your name to correct the date. If the return was rejected, you can fix the birthdate and resubmit.   If the return was already accepted, you must wait for the IRS to process and then file an amended return to fix it.  

Percentage of income is the beneficiary's share of the Trust income - The percentage of total distributed income. Dividends distributed to the trust and not retained by the trust are part of the total income to the beneficiary. For example, 5 beneficiaries, percentage of income is 20% each. Percentage of taxable income is the beneficiary's share of MA gross income subject to tax in MA. For dividend income, a non-resident of CT is not taxed in MA. The percentage would be 0% if all dividends. MA Gov states: Certain types of income received by non-residents from sources within Massachusetts are excluded from taxation, such as non-business-related interest, dividends and gains from the sale or exchange of intangibles that are not derived from or effectively connected with the carrying on of a trade or business, and certain qualified pension income.

Having same issue:   I'm a MS Edge user & followed your instructions about allowing the site (ttd-fdp-ui-config-v2.app.intuit.com); however, it still doesn't work.  It gives me a "success" message but when I return to TT there are no imported documents. Any additional suggestions?  

Yes.  Go up to File-NEW.  The Desktop program can do unlimited returns (like to test) and efile 5 federal for free.  There is a separate charge to efile each state return or you can print and mail state for free.  

It is part of TurboTax.  There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.  If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.     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 over 65, it does not apply to those who are blind and under 65  

  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  

This article will help you download any data you had in ItsDeductible (if used previously or during the year before it was shut down in October).   There will be a new tool that replaces ItsDeductible but we have no information on it.

If you don't see the option after a reject, it usually means your return changed enough that you are no longer eligible.      The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

To access the Tax Tools menu in TurboTax Online, you need to either have started your tax return or be in the return you are working on.    If you have already started your return, click on any category (such as Wages & Income>Pick up where you left off) and the left Tools menu should open.