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I finally got a reply from TurboTax Tax - update scheduled for March 18. Not acceptable. New question: how to find other software that can handle this   I dont want to put everything in again only to  encounter the same problem.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

It depends.   The form is looking for real values so you do want to keep that information with your tax file. Lines 4b1b and 4b1c are the allocation ratio. The IRS is looking for the basis of the  specific investment on the line 4b1b  divided by total investments you own (stocks, bonds, cash) on 4b1c. If you have no deduction you can make up numbers to get past the allocation screen. You just can't use a zero in the denominator. As for clarity, I suggest you leave feedback where the developers will read it. We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab. @jujigatame 

You do not need to enter boxes 2e and 2f on your tax return.   The IRS says in these instructions for form 1099-DIV page 4:   Only RICs and REITs should complete boxes 2e and 2f. Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.

Please clarify your question by adding some additional information so we may better help you. Such as; Why do you think the federal calculations are incorrect? What form are you looking at? What version of TurboTax are you using? Did you get an error message? What screen are you on?

A new, temporary additional deduction of $6,000 for those aged 65 and older (or $12,000 for a married couple if both qualify) is available for tax years 2025 through 2028. The deduction begins to phase out at income greater than $75,000 and $150,000 if you’re married filing jointly. This is in addition to the standard deduction or itemized deductions.    The senior deduction is automatically calculated by TurboTax based on the dates of birth you entered for each spouse.   The senior additional deduction is not included in the standard deduction but appears on line 37 of Schedule 1-A of your form 1040, with that amount flowing to line 13b of your form 1040.   In TurboTax Online, you can only view Schedule 1-A after registering and paying the TurboTax fee.   But you can preview your form 1040 and check line 13b of your form 1040 which includes the senior deduction among other deductions if applicable, such as the tip deduction, the overtime or the car loan interest deduction.   to preview your form 1040 in TurboTax Online, follow these steps:   Open your return In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools On the Tools Center page, click on View Tax Summary In the left-hand column, click on Preview my 1040 Your form 1040 will display. Scroll down to line 13b   and you should see the amount of this deduction included in this line.  

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.

In TurboTax Online, you may start over the state income tax return and re-visit the screen Summary of Oklahoma Capital Gains and Losses.   In TurboTax Online, you also may be able to remove Oklahoma form 561 by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right.

Thank you for the reply. A couple of other references confirm your analysis is the issue.   TurboTax should have flagged the age issue for digital signatures since TurboTax had the child's birthdate. Being an retired IT manager, I view this as a programming bug.   Thank you again for the prompt response. We will paper file his return.