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March 18, 2026
3:12 PM
how can I find my 2024 tax return?
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March 18, 2026
3:12 PM
It’s applied per eligible spouse, not per return. So if only one of you is 65+, you’ll receive one additional amount, not two. As long as you meet the qualifications for this deduction, it is automa...
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It’s applied per eligible spouse, not per return. So if only one of you is 65+, you’ll receive one additional amount, not two. As long as you meet the qualifications for this deduction, it is automatically applied to your tax return. You don't need to take any additional steps. 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. You can see the information for the Senior Deduction is reflected on Schedule 1A, Part V, Line 37 For more information, see Deductions for Seniors.
March 18, 2026
3:11 PM
It is automatic based on your birthdate. You should get 6,000 unless your AGI is too high. It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction...
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It is automatic based on your birthdate. You should get 6,000 unless your AGI is too high. It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b? See the 1040 ….
March 18, 2026
3:10 PM
You should enter them as stated on your social security statement, on the line for Box 3.
March 18, 2026
3:08 PM
I am aged 67. My wife is 63.
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March 18, 2026
3:06 PM
can i manually enter my quarterly tax payment for 2025
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March 18, 2026
3:06 PM
TurboTax treats each of your Form 1099-Rs separately, so when when inputting your Form 1099-Rs from both UBS and Merrill Lynch, here's how to ensure that TurboTax knows you have taken your Required M...
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TurboTax treats each of your Form 1099-Rs separately, so when when inputting your Form 1099-Rs from both UBS and Merrill Lynch, here's how to ensure that TurboTax knows you have taken your Required Minimum Distribution from both accounts:
First, delete the Form 1099-R and also delete any Form 5329:
On the left panel, click on the down arrow to open more options
You may have to scroll down a little to view the Tools option below
Click on Tools, then Delete a form (Usually the third option down)
Scroll down to delete Form 1099-R and then delete Form 5329-T (and 5329-S, if applicable)
Next, if one of your 1099-Rs covers your entire RMD*, you can use it to satisfy reporting your full RMD as follows:
Return to Income, then click the down arrow to the right of Retirement Plans and Social Security
Select IRA, 401(k), Pension Plan Withdrawals (1099-R) in the Federal Income section
Click on +Add a 1099-R and input the 1099-R from which you took your entire RMD (If applicable. Otherwise enter only the portion of your full RMD that you took from this entry (not the full RMD amount)
Click Continue as you complete the interview entries
"Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD portion you took from this account (no extras) that was due by December 31, 2025, Continue
On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select, "The entire distribution applied", or "Some...applied..."
enter your RMD portion you took from this account (no extras) that you entered in the prior screen, Continue
When you reach, "Review your 1099-R summary, Continue (not the pencil)
When you reach, "Let's go over any required minimum distributions (RMD)", Continue (not the pencil)
*If one of your Form 1099-R distributions covers all RMDs for 2025, you can enter the full amount of the RMDs (no extras) in the first Form 1099-R distribution above and then skip the second Form 1099-R questions about RMD by entering zero at step 5 above and just Continue through the remaining questions.
March 18, 2026
3:05 PM
It was not necessary to fiddle with the distribution codes. In the HSA interview, the question for contributions did not make it clear that I should not enter anything that flowed from a 1099-R. Ev...
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It was not necessary to fiddle with the distribution codes. In the HSA interview, the question for contributions did not make it clear that I should not enter anything that flowed from a 1099-R. Even though you had pointed out to not enter the amount, I must have assumed that field was pre-populated when trying to figure out what I was doing wrong. Anyway, blanked out the contribution amount, and everything looks great now. Appreciate the help and the patience!
March 18, 2026
3:05 PM
It's possible your return has already been accepted. There does seem to be a delay currently. Check the links below to see if your return might be at the IRS.
IRS-Where's my refund?
If your t...
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It's possible your return has already been accepted. There does seem to be a delay currently. Check the links below to see if your return might be at the IRS.
IRS-Where's my refund?
If your tax return has been accepted you might also be able to access your transcript from the IRS.
Get My IRS Transcript
Current Year Transcript Availability
How do I track my state refund?
March 18, 2026
3:05 PM
Do you include all RMD accounts in your taxes with no 1099R's? and where?
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March 18, 2026
3:05 PM
TurboTax no longer supports the software for 2020 nor are updates provided. Any refund for a 2020 tax return has been forfeited already. If you owe tax due for 2020, it is owed with late filing p...
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TurboTax no longer supports the software for 2020 nor are updates provided. Any refund for a 2020 tax return has been forfeited already. If you owe tax due for 2020, it is owed with late filing penalties and interest.
March 18, 2026
3:04 PM
federal income tax return prepared and submitted through turbotax.
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March 18, 2026
3:04 PM
it showed on my taxes that my parent qualifies as your dependent but didn't revive the credit
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March 18, 2026
3:02 PM
I would expect that an IRS form 1099-R with a 'code 4' in Box 7 would be taxable to the beneficiary unless the deceased owner had non-deductible IRA contributions on IRS form 8606. In TurboTax On...
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I would expect that an IRS form 1099-R with a 'code 4' in Box 7 would be taxable to the beneficiary unless the deceased owner had non-deductible IRA contributions on IRS form 8606. In TurboTax Online, at the screen Annuity Information, at the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, answer Yes. This will make the amount in box 2a taxable.
March 18, 2026
3:01 PM
March 18, 2026
3:00 PM
I do have two accounts b/c last year we filed MFS for student loan purposes. Used one email for myself & a separate email for my wife. The amendment was prepared under my wife's account b/c her ret...
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I do have two accounts b/c last year we filed MFS for student loan purposes. Used one email for myself & a separate email for my wife. The amendment was prepared under my wife's account b/c her return is more complex (turbo tax help advised to prepare the amendment under the more complex situation). We filed an amended return for the State which was accepted; the federal was rejected. Now, there is no option to fix the amended return. No buttons, no ability to open the amendment, nothing, nada, zilch.
March 18, 2026
3:00 PM
Since you are registered with the state as an LLC, you will have to prepare a partnership return to report the business income and deductions. You can't do that in the personal TurboTax return produc...
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Since you are registered with the state as an LLC, you will have to prepare a partnership return to report the business income and deductions. You can't do that in the personal TurboTax return product, you will need to use the TurboTax Business product. Per the instructions to Form 1065 (partnership tax return), you only need to file the return in a year you "receive income or incur any expenditures treated as deductions or credits for federal income tax purposes." So, you may not need to file a partnership return in 2025.