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First, my birthdate is correct and I am over 65. Second, as I replied to another person, Line 13b is blank. Third, my income is NOT over $75,000. Fourth, filing status is MFS. So that must be it. Married filing separately gets screwed for no particular reason. Typical Trump Regime bull**bleep**. 

If you mean the additional deduction for Seniors, the answer is yes if your older than 65.   The deduction is based on your date of birth in My Info. So it is included.    You will only see the Standard or Itemized deduction on ‌line 12e of your tax return. However, the Senior Deduction is reflected on line 13b . Line 13b includes multiple deductions Senior deduction No tax on tips No tax on Overtime No tax on car loan interest. It is reflected on Schedule 1A, Part V, Line 37 There's a $6,000 deduction for individuals older than 65, and a $12,000 deduction would apply to couples who qualify.    For more information, see Deductions for Seniors.  

Hi- I am working in DIY Deluxe online.  I have the same situation for missed RMD. I added a 1099-R inputting $0 for the distribution, then indicated what my RMD amount was supposed to be. I never got a dialog question asking if I missed a distribution.  How do I get to Form 5329? Thanks.

Just went thru this on Turbo Tax Home and Business. True, 8594 is not included in filing. I went to IRS website and completed the form and printed. Then in Turbo Tax you have to change the Profile of your Business and mark that you sold your business. Then under uncommon situations, you fill in that sale info. It generates a form 4797 for Sales of Business Property. Complete that info. Then after you efile, TurboTax tells you that you are not done. You print a form 8453 Transmittal that has Form 8594 checked off. Then you mail 8453 and 8594 to the address on the Transmittal. It was actually very easy.

I appreciate your response.    Question about "As far as 2024 goes, if the home was available for rent at a certain point then the improvements asset was entered and used appropriately, even if the property did not have a tenant."    The improvement was the addition of exterior perimeter drains, a french drain, and a sump pump to deal with standing water in the crawl space (which was what caused the mold problem in the first place.) This improvement was made after the tenants vacated, but the property did not return to a rentable condition after this date. Thus my concern about entering it as an improvement during 2024.   Additionally, the intent was always to rent it, but the renovations have been painfully slow. So I don't know what date to enter as a conversion to personal use.   Thank you again. 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf

There is no "SSI tax credit"---you are confusing that with the senior deduction.     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)   The deduction is not on the same line as your standard deduction.  It is shown separately on line 13b.     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 deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   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   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately    

To resolve the "QBI Passive Op Loss cannot be greater than total loss" error in TurboTax, remove or edit the QBI carryover amount on the Carryovers to 2025 Smart Worksheet in Forms Mode, ensuring the QBI loss does not exceed current-year losses.    This worksheet is towards the bottom of Schedule E.   @roc2178   

Thanks for your reply; here is more relevant detail.   I have a Mutual Fund Account (MFA) and a Stock Market Account (SMA). MFA has a capital gain distribution of $47K; SMA has a net capital loss of $37K, which TurboTax shows on Schedule D lines 8b and 9. The two accounts combined therefore have a net capital gain of $8K. Values are approximate and rounded for arithmetical ease.   SMA also has a capital gain distribution of $15K, which is not used in the capital gain calculation.    Schedule D shows the total distribution of $62K on line 13, and adds that value to the $8K capital gain to show $70K on lines 15 and 16. That $70K also shows on 1040 line 7a. So I am being taxed for the net capital gain AND the entire capital gain distribution. That is wrong. What must I do in TurboTax to prevent this serious double taxation? If I override Schedule D line 13 to zero the $62K distribution, I am not allowed to e-file, which is a huge disadvantage.  Thanks for any advice and words of wisdom.

Dave   I can not access this thru the guide me unless I enter the amount of money made then I can check how much tips but this then puts the amount 1x as 1099 and another time in this business self employment area. It literally says not to enter it there. There is nowhere under the 1099 to do this and in this area it adds the income 2x. This is why I am stuck

Yes, I agree with your assessment. The IRS received and cashed your check for the tax balance due. This also indicates your return was filed and accepted.   Please update here if you have any additional questions. 

Unfortunately this issue does appear to have affected our prior tax returns. I attempted to submit a claim under the Accuracy Guarantee however one of the requirements is that I must first receive a notice from the IRS. How do I go about amending those past returns? Since TurboTax self-calculates certain fields, I'm concerned we may encounter the same issue again when trying to correct them.   For context, we recently signed up for the Expert Full Service product. At the end of our session, our TurboTax expert told us we were eligible for a $4000 refund. This didn't seem accurate, so I requested a breakdown of the deductions, as I suspected it may be related to how depreciation was entered. We were told that we would not be able to review the forms unless we completed and filed the return. The total cost to file is quoted at $1200 for federal and state, despite being told we qualify for the $150 "all in" promo offer. All of this prompted me to review our past depreciation amounts, which is when I discovered they appear to have been overstated in previous years.  I had hoped that using the Premium service would help identify issues like this, but it seems our expert did not catch it either. In fact, it appears the depreciation may have been further increased with the current draft filing.    With all of that said, can we use our "Full Expert Service" to help us amend previous returns and properly file our current one? Additionally, is there a form or different approach we can use this year that would allow us to address the issue without having to file 3 separate amendments?

dmertz - thank you for the solution from 8/2025.  I am doing my taxes now for CY2025 and am doing the substitute 1099-R's.  As a note, I am only 29 and have been in a Roth since 1/2020 (so this withdrawal was not "qualified").   Other refresher notes are below: (1) I paid the 6% penalty in CY2025 for incorrectly putting $ into a Roth in CY 2024 (2) The roughly $3,800 did get withdrawn in CY2025 ($3000 as excess contribution return and $800 as contribution return earnings).   You stated that the if the withdrawal was not "qualified" then treat it as a "distribution of contribution basis."   I have put in much more as a basis than the $3800 so I understand what you are asking me to do.   I just do not know exactly how to fill in the substitute 1099-R.  Specifically, what Distribution Code do I use on line 7 of the Substitute 1099-R for this withdrawal?   Please advise and thanks.  

Self-employed taxpayers that work in a line that receives tips are eligible to take the deduction. Tips are reported on Schedule C and are capped at Net Income.   Resources for No tax on Tips:   IRS guidance for individuals who received tips or overtime during tax year 2025 The Tipped Worker's Guide Tip Recordkeeping and Reporting  

 @DaveF1006 said the tax treatment depends on the US- Turkey Treaty.  If the Treaty determines it is not US income, then it is foreign income and resourced by the treaty as Dave explains. Claim on Form 1116 is possible. If the treaty determines it is US income, you pay US tax.  Since you reside in Turkey, this is not as likely. If you have no tax liability, choosing to claim the credit would not be any help since it is nonrefundable. All worldwide income must be reported on the US tax return.