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If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   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.

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $150,000 or Married Filing Jointly and your AGI is over $250,000 you are not eligible for the deduction.   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 amount removed from the 529 paid off the loan. In TT it states who received the distribution.  I did and sent it to my daughter.  do I select "tax payer" or someone else. Designated beneficiary is my daughter, who is not a dependent.  Then I enter payer info (529)    This is odd English:  Yes she is a designated beneficiary (1st sentence, then the second, states not...) TT needs to fix this.  I answered the 1st question, maybe I should say "no" Box 6: Is the recipient of the distribution the designated beneficiary? Recipient is not designated beneficiary Yes No   Goal of entry is this withdrawal was used for paying student loan, but TT is counting this a income and taxed, as my refund is reduced when entered.  If I delete this 1099Q, it goes up.       I've must have entered something wrong.

I did and no luck.  The TT message is clear indicating success and their is nothing to show for their success.  I've changed browsers, passwords, security removals, and even hoped!  Nothing has worked so far so I am going to stop trying and input data manually since TT is silent and their SW is not working as it has in years past.

"...The .pdf of the IRS form 1099-B is uploaded into TurboTax Online but not read by the software."    TurboTax Online Premier can process a .pdf of an IRS form 1099-B in two different ways.   The .pdf can be uploaded and read by the software.  However, your first communication expressed disappointment with this option.   The intent of my communication was to notify you that the information displayed on a .pdf of an IRS form 1099-B can also be reported in summary fashion.   At the end of that process, the .pdf of the IRS form 1099-B is uploaded into the software and transmitted to the IRS.     Using this method, you would not be required to snail mail a paper copy of the IRS form 1099-B to the IRS after electronically filing.   I am not recommending that you re-enter your W-2 form.   My apologies for being unclear.   @gksd777 

Could you please be more specific about the issue you are having to help you in solving it.  In other way, you will be able to make any changes, if the return hasn't already been filed and accepted by the IRS.   Which means, if your return has already been filed, you will have to wait for the IRS to accept or reject it.   If you need help with one of our tax experts, click the link below: TurboTax Phone Number      

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button