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"No tax on Social Security" is not correct.   Social Security can still be taxed if you have other income besides SS.  The laws did not change for taxing Social Security benefits.   There is, however, a new deduction of up to $6000 for seniors 65 or older ---that does not mean "no tax on SS."   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 above certain incomes.   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     TAX ON SOCIAL SECURITY   Up to 85% of your Social Security benefits can be taxable on your federal tax return.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable.     What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2021 it was  $18,960.  For 2022 it was  $19,560  —  for 2023 $21,240)  For 2024, $22,320.  For 2025 it will be $23,400; 2026   $24,480   After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.  If you work as an independent contractor then you will pay self-employment tax for Social Security and Medicare.   To see how much of your Social Security was taxable, look at lines 6a and 6b of your 2024 Form 1040   https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable   You need to file a federal return if half your Social Security plus your other income is   Single or Head of Household      $25,000 Married Filing Jointly                  $32,000 Married Filing Separately            $0   Some additional information:  There are 9 states that tax Social Security—Colorado, Connecticut,, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont  and West Virginia These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.    

@fraskman wrote: I hate to change to another tax preparer, but if I must, then I must.  H&R Block or TaxAct if you have to switch. You might want to consider exactly how long those two firms will support Windows 10, though, as you might find yourself in the same dilemma for the 2026 tax year.

@howjltx wrote: I agree I will stop using TurboTax if the force me to go online. I don't think Intuit is going to be leading the charge in this respect.   if others start migrating to online only, then Intuit will almost certainly follow. Ultimately, however, the day will come to pass where tax prep will be done online exclusively.

If I am filing a separate return why do I have to list my spouse’s information on my return? Even if you file separate returns (the worst way to file) you each have to list each other's SSN's and some other information on your own tax return.  The IRS can then cross check to make sure you are not "double dipping" for itemized deductions, dependents, etc.   If you are in a community property state, there is more information that will be needed. Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI   https://ttlc.intuit.com/questions/1901162-married-filing-separately-in-community-property-states   https://turbotax.intuit.com/tax-tips/marriage/five-tax-tips-for-community-property-states/L4jG7cq7Z  

Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0

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 Or enter estimates paid in the Search box located in the upper right of the online program screen. Click on Jump to estimates paid

Thank you for the answers - the $16,000 was from the traditional IRA so everything is taxable. So the best way to proceed would be the following?    1. Dad files Married Filing Separate - Pay taxes he owes if there are any 2. Mom does not have to file taxes - No income  3. I can claim mom as a dependent since I am providing shelter for my parents    Thank you!   

Hey Intuit - Updates have not ended, only free updates for Pro and Home. LTSC version that I have gets free updates thru 2032. I have a program on my PC that can not run on 11, so I will not be updating anytime soon to 11. I hate to change to another tax preparer, but if I must, then I must.