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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. 

It will not work because Turbotax did not go to the effort to update their code to work with Windows 10 which has 23 times more users than Windows 11.  Me a 40 year Turbotax customer.  My experience is that it was easier to switch to H&R Block than to upgrade to Win 11(itself a problem) and Turbotax.  (My tax: married couple joint file, extensive stock trading, no business, no earned income, retiree income, state income tax, standard deductions.) Turbotax broke the loyalty trust and keep it simple principle hooking up exclusively to Windows 11.  Microsoft + Intuit = customer nightmare.

Here are the steps to report the change in ownership of the LLC:   Open your Form 1065 return using TurboTax Business and go to Business Info >> About Your Business. Change the answer to the last question "Has an Ownership Change" by clicking Edit then answering "yes." Under Partner/Member Information, edit the info for your mother.  Check the box "This member left the company this year." Add the Trust as a new member of the LLC (leave the name blank - you will need to add this later). Enter the EIN in the format XX-XXXXXXX. Check the box for "This member is not a person" and choose "T-Trust" from the drop-down box. Continue through the interview to the Change of Ownership page. Indicate there was one change during the year and enter the date the trust was added to the LLC. TurboTax will allocate the income for each member based on this date. On the Profit Percentages page: The outgoing member would have zero for the After Percentage. The new member would have zero Before and an After Percentage equal to the outgoing member's Before number. Total Percentages for both columns must equal 100%. Indicate this was an Exchange with no basis adjustment. Continue to the end of the Business Info section. Now check your entries using Forms Mode.   Open your return and click the Forms icon in the TurboTax header.  In the list of Forms in My Return on the left, scroll down and look for Sch K-1 Wks.  Click the form name to open it in the large window.  Use the embedded scrollbar at the right side of the form to find the entry for the trust (or use page-down). You may need to re-enter the EIN in the "ID" box. Enter the trust name for "Entity Name" and delete any entry for First/Last Names. Be sure there is no red exclamation mark beside the form name in the form list. Click the Errors icon above the forms list to open a footer below the open form and see an explanation of any remaining errors. Resolve any errors related to the Sch K-1 Wks form. Click Step-by-Step in the header to return to the main screens.

If you feel that you need someone to review your taxes in TurboTax, you can upgrade to or use TurboTax Live. TurboTax Live allows a tax expert to review your return, offer you advice, and sign your return.    If you are using a standard version of the TurboTax program, you can generally upgrade to a "Live" version at any point in the process to get this feature.    If you are using a Desktop version of TurboTax you can select a Live Review to have a professional review your tax return information.   You can access this in the "Review" section (this is near the end of the filing process) of TurboTax, or you can choose "Full Service" to have a tax professional complete your return from start to finish.  Click here for What if I need my return completely reviewed? Click here for TurboTax Full Service.

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf