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@user17755188711 wrote: Premium service was automatically added. No way to decline!!!  I have filed a complaint with Better Business Bureau.  If you are a California filer and chose to pay the state efile fee out of the Federal refund, that will add Premium Services bundle for $45 fee.   That bundle includes the "pay out of refund" option, Audit Defense, and some ID theft monitoring/restoration services.   The way to remove Premium Services bundle  and the $45 fee is to go ahead and pay by credit/debit card instead of paying out of your refund.   Once you pay by card, that should remove the Premium Services fee.  However, if you already filed (I can't tell for sure from the above), then it's too late to pay by card.

No.  The Enhanced Deduction for Seniors of $6,000 is automatically added to a return if the taxpayer and/or spouse meet the age requirement of 65 or older as of December 31.  The deduction is separate from, and in addition to the Standard Deduction or Itemized Deduction.  It is calculated on Form 1040 Schedule 1-A, Page 2 Part V.  The deduction phases out if your Modified Adjusted Gross Income (MAGI) exceeds $75,000 if single, and $150,000 married filing jointly.  It is fully phased out at $150,000 and $250,000 for Single & MFJ, respectively.

My return was rejected due to the 5 digit PIN missing for the first taxpayer. The email from TurboTax said I could go into my file and fix it. But, my federal file is not there and there are no instructions on how to proceed. I thought TurboTax did an analysis and said everything was correct. If that PIN was missing, why didn't TurboTax see that? 

Thanks for replying David.  I live in a Co Operative building in Manhattan.  How would I get the property tax bill or tax assessment as a Share Holder in the Co Operative?  Assuming once I get it I would need the total # of shares to determine % allocated to me to then get my portion of the Land Value of the entire building?  right?     Appreciate your help!

A CP5071 letter means the IRS needs you to verify your identity before they will finish processing your tax return. This is usually to prevent fraud. You should follow the instructions in the letter.   Understanding your CP5071 series notice    

There is no federal deduction for making a contribution to a 529 plan, so there is no place in the TurboTax (TT) Federal program to enter it.  TT will not be tracking your contributions.    Some states allow a deduction on the state return. If your state is one, it will come up in the state interview; usually in the "Here's how (your state) handles income differently" section.  If you state allows a carryforward, the TT state program will track that.    For a state list of eligible plans, see: https://www.savingforcollege.com/article/how-much-is-your-state-s-529-plan-tax-deduction-really-wort...

As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. This amount is reflected on Schedule 1A, Part V, Line 37 Qualifications: -Age: You must be 65 or older by the end of the tax year (e.g., born before Jan 2, 1961, for 2025 returns). -Income Limits: Your Modified Adjusted Gross Income (MAGI) must be below certain thresholds (e.g., $175k single, $250k joint for 2025), with deductions phasing out above those levels. Benefit: Up to $6,000 (single) or $12,000 (joint) Additional standard deduction to reduce taxable income.  For more information, see Deductions for Seniors.