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After entering the windfall amount a screen comes up that says......   Now, let’s look at your 2024 form If either you or Carolyn received benefits in 2024 that were already reported on your 2024 tax return, there will be an amount in box 5 of your Form SSA-1099.   Are they asking if we received windfall benefits in 2024 or just overall social security? If the latter, would I also enter my spouses's Social security for 2024 if she did not get a windfall amount on a prior screen?   Then the next screen says......   This info can be found on your 2024 tax return. Adjusted gross income in 2024 Tax-exempt interest in 2024 Taxable Social Security benefits in 2024   Which forms/lines am I looking at to provide this information and will it be for both of us since it was a joint return?   Thanks, Mike

@dpperkins88 wrote: My spouse and I are 69 and 70 respectively. We didn't get the full enhanced senior credit even though our income is 67% of the cap for this credit. 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.

It sounds like you are looking at the screen "Take a look at Georgia credits".  It is a little misleading, as those are not both credits that appear on your tax return.  Rather, they are potential credits based on information you have entered.  Click "Edit" next to the Education Expense Credit and answer all the questions.  You can just ignore the Business and Individual amount, unless you are a member of an LLC, an S-Corp shareholder, or Partner in a partnership, which allows for larger contributions/credits.  When you review your return you will see a single amount on the Credits Worksheet, which will also appear on line 21 Form 500.  

I misunderstood you because when you said today "I use Desktop/Windows", you made me think that you were using the Desktop product in Windows. Desktop refers to a TurboTax product that is installed on your PC. Online refers to using the browser based TurboTax software.   OK, let's do this. Please call the TurboTax support number, which is 1-800-4-INTUIT (1-800-446-8848). Why? Because with your permission, they can share your screen and see what you are actually seeing. We in the Community cannot see your private tax data, which understandably handicaps us.

You would have received a Form 1099-R for the withdrawal   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Using deskop version Deleted 1099-DIV   closed program, reload program and reenter 1099-DIV with box 12 exempt interest divident -   same result,  added to federal taxes due is their another message board other users same problem?  I cannot be the only one with tax exempt 1099-DIV