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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.

Thanks... I tried all of the permutations and whenever you scrolled to the K1 portion of the PDF file I received the error message. The chat support were very thorough with trying everything but nothing allowed me to generate error free PDF files that included a K1.

No, line 3 is gross income and you want net. No for line 24 since it is a total for all properties and before loss. If you only have one property, use line 26. Otherwise, you will need to take line 21 and subtract line 22 for the correct net income on one property.

You should have a 1099R for that.   Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

"Surely there must be a simpler solution to this common situation."   Nope.  The arduous task of annualizing income is necessary.  Avoiding the need to annualize would have required increasing tax withholding or making estimated tax payments for the earlier tax quarters.

Upon Mom's death, responsibility to complete Mom's year-of-death RMD transferred to the beneficiary(s).  On Mom's tax return, only the amount that Mom actually took was required to be taken by Mom's.  When indicating to TurboTax the amount that Mom was required to take, don't include any portion that became the responsibility  of the beneficiary(s).

For a week now my turbo tax 2025 deluxe has bombed in updater. Says 5 minutes, sits for upwards of 30 and then system says failed. What is going on. Got to install updates of which feds have made many. 

If you would please provide more information and detail about the issue you are having, we can better address your concern.   If you would prefer, you may contact us by phone - check this link:  TurboTax Support