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There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.  If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.     For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income.  If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those who were 65 or older as of December 31, 2025, it does not apply to those who are blind and under 65     Yes, you can take the senior bonus deduction using the Free TurboTax program  

To enter an investment sale - 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) Under Investment Income On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA), click the start or update button Using the online editions -   On the screen Did you have investment income in 2025? click on Yes On the screen Save time and connect your financial accounts click on Enter a different way On the screen How do you want to add your docs?, select Type it in myself On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and continue

When you work through the sales tax section, you will see a screen that says Places you Lived. On that screen, you need to enter the state you lived in and the dates lived there and the sales tax rate for that state in order to enable you to assign your purchase to that state. That information is used to calculate the sales tax on your major purchase, but it won't appear on your tax return.

It depends on your filing status. Are you a US Citizen, Resident Alien or Non-Resident Alien?   If you are a US Citizen or Resident Alien, if they do not have an SSN or ITIN and you choose to file Married Filing Separate, you can try typing NRA in as your spouses last name.  Make sure you put a check mark in the box that says My spouse is a Non-Resident alien in the My info section. When you get to the end and try to transmit the return, ignore the e-file errors regarding your NRA spouse and select transmit your return. If that does not work you will need to print and mail your return and write NRA (Non Resident Alien) in the space for her SSN. When you print your return, the instructions for mailing your return will be printed on the cover sheet of your return.  If you file as Married Filing Separate, then you would only include your income.     If your spouse chooses to be treated as an US Citizen for tax purposes, and you want to file as Married Filing Joint, you would need to include their income on your return. If you choose filing jointly, you will need to print and mail your return along with the W-7 and any other required documents to IRS ITIN Operation P.O. Box 149342 Austin, TX 78714-9342   The benefit to filing as Married Filing Jointly with a spouse that has no income is that your standard deduction is increased to $31,500 instead of $15,750 and you are not excluded from several of the credits.  So depending on your current tax situation and their worldwide income, it may benefit you to include him on your return.   Married Filing Joint versus Separate   If you are maintaining a household for a qualified dependent, and are treating your spouse as a non-resident alien, you may be able to file as head of household and then you would not need to include them on your return.  To qualify, you have to meet certain criteria. To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent   If you are a non-resident alien, then you would need to file a form 1040 NR which TurboTax does not support.  You can file the 1040NR using our partner Sprintax.com   (Edited 3/18/2026 @ 2:55PM PST) @clicknirmal 

No.  1099-Int reports interest income and 1099-Misc reports miscellaneous income.   They are taxed differently, so they have to be entered in their own sections in TurboTax.      Where do I enter Form 1099-INT?    Where do I enter a 1099-MISC?  

Foreign Person's U.S Source Income Subject to withholding form 1042-S.   I was entering my foreign dividend income in the forms manually, Line 12100 - Interest and other investment income. When you click to enter the income on line 8 it takes you to Federal Slips T5 line 15 and 16.  I converted the U.S dollar amount to Canadian and entered info for Line 15 and 16.   Then I went to verify the information on line 12100 Line 8 and it was correct.  But then I went to verify the FTC form Foreign Tax Credits worksheet an this is where the problem occurs. It picks up the income from Federal Slips T5 line 15 and reports it as investment income on FTC form Foreign Tax Credits but it also enters picks up line 16 and enters it as investment income on FTC form Foreign Tax Credits.    This increases your investment income and doesn't correctly reflect the withholding tax paid.    Thanks - Yehuda

When you get to the Your 1099-R summary screen, click on Add another 1099-R   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

If you are using a Desktop version of TurboTax, you can go to Forms Mode (click on Forms when TurboTax shows step-by-step or Easy Step in the top menu) and review the forms and worksheets TurboTax has prepared from your entries in order to confirm what happened.   If you are using an Online version of TurboTax, it's possible that the display on your screen may not have caught up with your entries due to a slow internet connection or other reasons associated with the online platform.   If you are still seeing figures that don't correlate with your entries, and could affect your tax, please provide more details.   TurboTax calculations are 100% accurate and our software is tested and retested to ensure that you get your maximum refund, guaranteed. See this tax tips article for more information.  

Once your return is accepted for processing by the IRS and/or state, we have no control over your return.   You should track your refund directly from the IRS and/or Department of Revenue’s Website. These websites have the most accurate and up to date information. They get updated once a day.    You should keep monitoring your refund in the links I share with you:    To track your Federal Refund  Where's my Refund   To track your State Refund  How do I track my state's refund?  

It depends on the type of municipal bond interest that you received and whether you had expenses related to the Arizona Municipal Interest.  The top box is for expenses related to this interest income that you didn't deduct on your Federal return.  The bottom box is for Arizona Municipal Interest that was Federally taxed - an example of Federally taxable municipal bond interest would be interest earned on private activity bonds which are used to fund projects such as stadiums for sports teams.  Both of these instances are uncommon, but it would be worthwhile to check if either of those apply to you.  If neither apply, they can both be left blank.   On the "Provide Schedule of Non-Arizona Municipal Interest" page, the Payor would be the issuer of the 1099-DIV statement and only the non-Arizona Municipal Interest gets reported in the Amount column.   Line 13 on Arizona Form 140 relates to Small Business Income.  Did you have self-employment income, or income reported to you on a K-1?  And did you file the Form 140-SBI when you prompted in TurboTax?  It sounds like you may be needing to input the payors of the small business income that you received on the form in question.  If you're still stuck with that form, please provide as much detail as possible about what you are seeing regarding that form and that will help us to better help you through it.