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The increased deduction is available -   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 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.

Hi Turbotax expert,   I am a bit confused if it is possible to e-file NY tax amend vs. paper amendment.  In Turbotax, it said that that e-file is required by NY but also say that I have to file by mail since e-filling is closed for the season.   Same question for CA amendment.    

What state?   If your state has no state income tax, it is not in the drop down menu of Box 15 of form W-2. Just leave boxes 15-17 Blank, no spaces.   Anything in box 17? If 17 is blank or 0 leave boxes 15, 16 & 17 Blank, no spaces.

no one is being ripped off, if you missed the system requirements and bought the wrong s/w, you can request a refund here   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-product/L834M6uyW_US_en_US

If you have a Mac you don't need to pay attention to the  Windows requirements.  Did you buy the Mac version or the Windows download?  You can use the License Code for either one.  If you first got the Windows program you could have switched to Mac, if your Mac meets the requirements.   You need Mac OS Sonoma 14 or later (newer). Click on the 2025 tab at the top. https://turbotax.intuit.com/personal-taxes/cd-download/tta-system-requirements   But since you now have a Windows computer do you need help transferring from 2024 on your Mac? How to Transfer into the Windows Desktop program https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145   See this article on how to move your tax return to another computer……. https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128  

Hello Thank you for your reply, sorry as I forgot something,  I thought that I mention that the person who did the work for us is a US citizen with a valid SSN, but he lives overseas and he files taxes every year (he does not have a US physical address anymore as his address is in UAE now) we still need to give him a 1099 NEC.   The question: which address we need to put on the 1099?   Thank you

Thank you Amy C. I have not yet applied for the Medicaid waiver but do plan to do so next week I heard it takes some time to get approved though but my son is disabled and will always need caregiving so I’ll wait for it to be approved. 

Did you file  and then amend in the Online version?  There is only 1 returns saved.  It should only be the amended return.   When you amend it  saves over the orginal return.    Did you use the same account to amend in?  Did you download the file ending in .tax2024 to  open in the Desktop program?    Did you use the Standard version?  Standard is a Canada version. This is the USA forum. Here is the Canada forum https://turbotax.community.intuit.ca/tax-help    

My original reply applies to #1 and #2 without modification.   As for question #3, you are correct that for a taxable rollover funds from the traditional 401(k) directly to a Roth IRA, Form 8606 is not involved and has no effect on the calculation taxable amount of the traditional IRA to Roth IRA conversion.  For a direct rollover from a traditional 401(k) to a Roth IRA, make sure that the 401(k) plan understands that the destination account is a Roth IRA so that they show the correct taxable amount in box 2a of the Form 1099-R.

Well, I'm getting older and may not want to deal with it myself, I've used TT for over 20 years and have always done my own taxes.  I do have a brother-in-law who is an Enrolled Agent and he did my 1026 and K1 for a partnership I and my partner sold in 2022.  My return isn't as complicated as it once was so I figure I'll keep doing it as long as my mind allows it!