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February 20, 2026
11:05 AM
February 20, 2026
11:04 AM
This is still not working as of 2/20 , 2pm ET.
February 20, 2026
11:02 AM
1 Cheer
Am I misunderstanding your question? Are you suggesting that you are each supposed to get $6000 and then -- in addition -- get $12,000 as a couple? If that is what you are suggesting---sorry--nop...
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Am I misunderstanding your question? Are you suggesting that you are each supposed to get $6000 and then -- in addition -- get $12,000 as a couple? If that is what you are suggesting---sorry--nope.
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
February 20, 2026
11:01 AM
we are married filing jointly. I did not have health insurance so my box 12 is blank. there should be no amount listed.
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February 20, 2026
11:01 AM
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February 20, 2026
10:59 AM
2 Cheers
Congratulations, has everyone in here got their ddd ??? This year is so abnormal with the dates flopping and all.
February 20, 2026
10:58 AM
February 20, 2026
10:58 AM
Yes I'm referring to the latter. In my case as well as agreeing to share the information, turbo tax is requiring that I check either Medicaid and/or the Health Care Exchange. I can only assume that...
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Yes I'm referring to the latter. In my case as well as agreeing to share the information, turbo tax is requiring that I check either Medicaid and/or the Health Care Exchange. I can only assume that something about my age (over 65) or income is causing the program to mandate that I check at least one of the blocks. I don't have any history of receiving/applying for Medicaid or state provided health care (although oddly enough my job for 38 years was working with Medicaid). I've already received the response from the Health Care Exchange because I had to check one of the blocks. This is how the contact screen looked. I just checked one because I had to. DMAS & VDSS X VHBE Health Care Coverage Contact Information Preferred Method of Contact Email Email Address Phone Daytime Number Spouse’s Email Email Address Mail Address, if different from 760 I guess I 'Il just give it up for now because I've dealt with it for this year by just marking yes for something I didn't want. Since it also happened last year I don't want to have to continue to send my information to the State of Virginia indicating that I requested information on a program I don't want or need. Thanks for taking the time to investigate this for me.
February 20, 2026
10:56 AM
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February 20, 2026
10:56 AM
Thanks! Yes, as of 1:53 pm did experience a successful import from Apex.
February 20, 2026
10:56 AM
I am getting an error because the total is over $5,000. They are dissimilar items.
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February 20, 2026
10:52 AM
what do I put in the box for "amt Special Depreciation Allowance Ded"?
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February 20, 2026
10:52 AM
When you save your 2024 tax file to a PDF, you can select 'all forms and worksheets' and you should see your Carryover Worksheet, or you select only this form to print.
When the print/preview w...
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When you save your 2024 tax file to a PDF, you can select 'all forms and worksheets' and you should see your Carryover Worksheet, or you select only this form to print.
When the print/preview window opens, look for the form and check the box to select it.
@fatfingers4
February 20, 2026
10:51 AM
I'm doing my daughter's taxes. She overpaid into her hsa last year, by $100. I keep getting a message to fix an error with form 5329T, but it's not available, yet. I'd like to get the filing done....
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I'm doing my daughter's taxes. She overpaid into her hsa last year, by $100. I keep getting a message to fix an error with form 5329T, but it's not available, yet. I'd like to get the filing done. I keep waiting & waiting! Help, please.
February 20, 2026
10:51 AM
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...
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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.
February 20, 2026
10:50 AM
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February 20, 2026
10:49 AM
Most are moving to Tax Act. It supports Form 8621.
February 20, 2026
10:49 AM
This has been reported and is apparently being corrected in the software. See post on the same topic in the link below. Link to Post
February 20, 2026
10:49 AM
Unfortunately, the only solution to this situation is the one I had given you. The solution I gave you came from a post in 2021 about allocating HSA contributions in TurboTax. The inability to allo...
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Unfortunately, the only solution to this situation is the one I had given you. The solution I gave you came from a post in 2021 about allocating HSA contributions in TurboTax. The inability to allocate the contribution directly is not a bug as the solution is suitable for reporting to PA.
The net effect is that the HSA contribution made outside of the employer will not be allocated as a deduction to PA income, which is the desired end result.
February 20, 2026
10:48 AM
The calculation of effective tax rate is not correct (way low). Effective tax rate is a simple calculation ((Total Tax / Taxable Income) x 100%). Some sources compute it based on AGI, so I'll show...
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The calculation of effective tax rate is not correct (way low). Effective tax rate is a simple calculation ((Total Tax / Taxable Income) x 100%). Some sources compute it based on AGI, so I'll show both. In either case, TurboTax's result doesn't line up with either. TurboTax shows an Effective Tax Rate of 5.41% when my Total Tax is $23,282 and Taxable Income is $73,925. The correct result is 31.49%. If using AGI ($137,370) as the denominator instead, the result is 16.95%. What numbers does TurboTax use to calculate Effective Tax Rate? I can't figure it out and the discrepancy makes me a bit concerned about the overall integrity of the product.
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