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Yes.   Social Security benefits are still taxable.  That did not change with the new tax laws.    There is a new "senior deduction" for folks 65 or older.   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     Up to 85% of your Social Security benefits can be taxable on your federal tax return.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable.     What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2021 it was  $18,960.  For 2022 it was  $19,560  —  for 2023 $21,240)  For 2024, $22,320.  For 2025 it will be $23,400; 2026   $24,480   After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.  If you work as an independent contractor then you will pay self-employment tax for Social Security and Medicare.   To see how much of your Social Security was taxable, look at lines 6a and 6b of your 2025 Form 1040   https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable   You need to file a federal return if half your Social Security plus your other income is   Single or Head of Household      $25,000 Married Filing Jointly                  $32,000 Married Filing Separately            $0   Some additional information:  There are 9 states that tax Social Security—Colorado, Connecticut,, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont  and West Virginia These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.      

Yes they can still be taxable depending on your other income.  The new Enhanced Senior Deduction does not affect SS being taxable.  It is a separate 6,000 deduction for each spouse.   It is in add tion to your Standard Deduction  and listed  separately on 1040 line 13b.   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0             

@MonikaK1 Yes, I get that... and I undertstand now that it is NOT a TT issue, but it sucks all the same because having to include what was *supposed* to be an independent deduction for seniors has now effectively obliterated any advantage of a QBI deduction. Since ALL of my income is from SE,  it doesn't help with reducing my overall tax bill (which is mostly SE Tax).  

TurboTax gets no information from the IRS after you file your tax return.    You can check the IRS refund site for information.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

We are updating the room and board section. If you have a taxable Q and need to enter that section, it will be updated this weekend, hopefully by Friday night. Of course, if your Q isn't taxable, you don't enter it at all.  IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered. @thatrobert 

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.  

Thanks for your reply, Roger.   I replied yesterday with a running commentary of the various steps I took. The long/short of the process: the only time the amounts get carried over to Line 15 of AZ-140 from the 1099-DIV (for me) is when I put a state code other than "AZ" in this field:   State where the dividends were earned. Postal code (such as "CA" or "NY") ___   As the screenshots below show, I chose "AZ" for the field because I only lived in AZ during 2025. If I change it to "CA" (which I incorrectly did for the $465.36 amount the first time), then the amount carries over to both AZ-140 Line 15 and the explanation worksheet.   Now, if I'm misinterpreting all this (after checking the IRS site first), then I'd like to understand why, so I can correct it (again). But as it stands now, I had to fill out both the explanation worksheet and the total amount manually. The result is the same, but the methodology in the current case isn't automatic.   I hope that makes sense.    

It's possible your experience is unrelated to the depreciation updates that were recently released. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue for further testing. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.   @adamm3tax 

@VolvoGirl There is no screenshot with the subtraction per se, because the summary worksheet just does the math on 20% using the two methods and states the net QBI via Sch C (line 1 of the QBI Component worksheet) and via taxable income (line 23 of the QBI  Deduction Summary form - I'm using the desktop edition),  but the 20% it gives me is *exactly*  equal to (taxable income - 17,750 - 6,000) * 20%). Of course, using the net Sch C method gives a much higher QBI (all my income is via Sch C), so having that 6000 deduction effectively cancels out the advantage. I understand that this is probablyu not a mistae at all, but it's irritating to suffer for what was supposed to be nothing to do with business income.  Thanks all for your help 

If this doesn't apply to you, don't worry about checking any boxes.  If you need Form 8997 to report disposed investments in a Qualified Opportunity Fund for a tax benefit, you may need a CPA as TurboTax does not handle that.  Or, you can mail your return with Form 8997 attached.   Here's more detailed info on Reporting Form 8997 in TurboTax and IRS Instructions for Form 8997.   @kd_raj       

While unfortunate, I wouldn't worry about it. Just put in the address as best you can. I don't believe the address of the payor is transmitted to the IRS as part of your efile. Even if it were, it is unlikely that the IRS is using it in any way. What matters is the various boxes amounts and codes. Those determine where on your return income or deduction amounts go.