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After you entered your SSA1099 for Social Security , the very next screen asked you if you lived in certain foreign countries in 2025.   If you skipped past this screen or did not answer correctly, your own user error caused your Social Security to be taxed (not taxed) incorrectly.  The IRS is catching these mistakes and is changing refunds /tax due amounts accordingly.

If you are filing as Married Filing Separately you are not eligible for the deduction.  If you are Single and your AGI is over $175,000 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.

Where are you seeing this?  Please clarify.   In TurboTax Online, I have reported:   Unemployment income reported on IRS form 1099-G, and  the claim of right repayment over $3,000. The unemployment income is reported under Your wages and income.   The claim of right repayment is reported under Let's get some more info about these additional tax breaks.

If your daughter is a non-resident who worked in Philadelphia and had Pennsylvania state withholding (PA W/H) and Philadelphia city withholding (PhilCity W/H) on her paychecks, she very likely needs to file a local tax return with Philadelphia. Non-residents working in Philadelphia are generally subject to Philadelphia's Wage Tax, which must be filed and reconciled even if they don't live in the city. Please note that Pennsylvania state law requires all non-residents who earn income from Pennsylvania sources to file a Pennsylvania non-resident income tax return if tax was withheld. Similarly, for Philadelphia city taxes, while residents pay a resident wage tax, non-resident workers pay a non-resident wage tax and are required to file accordingly.   To file your daughter's Philadelphia local tax return as a non-resident worker in TurboTax Online, follow these steps: 1. Complete Federal and State Returns First: Finish entering all income details including wages earned in Philadelphia. 2. Navigate to the State Taxes Section: After federal, go to State Taxes. 3. Select Pennsylvania and Access Local Taxes: Choose Pennsylvania and then look for the Philadelphia local taxes section. 4. Enter Local Wage Tax Information: Provide the information about taxes withheld for Philadelphia city wages, typically from her pay stubs (PhilCity W/H). 5. File the Nonresident Local Return: Ensure you select non-resident status for Philadelphia when prompted. TurboTax will handle the calculations to ensure proper credit for the tax withheld and generate the necessary forms.  

TurboTax fees are taken from either your federal refund or state refund, depending on what is deposited first.  You can review your fees and see what exactly you are paying for your TurboTax service, to do this:   Open or continue your return On Tax Home, select Start or Continue to enter your return Select Tax Tools from the menu, and then Tools A Tools Center box will pop up on your screen Select My Fees

There are a couple of questions that are noted in the review and explanations below.   Business Number One: Home Office Expense Screens There is not an answer to the question 'Did [business owner] live in the same home all 12 months?' (I marked Yes) On the screen 'We just need a little more info about [business owner] home office' there is a question 'Did [business owner] use this home office for only this business, and no other businesses?' The answer here is 'Yes' and should be 'No'. On the screen 'Does [business owner] use space in this home to store inventory or product' there is no answer which is required - Yes Continue through the expenses until you reach the screen 'Home Office Asset Summary'.  Business Number Two: Home Office Expense Screens On the screen 'Do any of these apply to [business owner] home office?' Selection is 'This home office is a separate structure' There is not an answer to the question 'Did [business owner] live in the same home all 12 months?' (I marked Yes) On the screen 'We just need a little more info about [business owner] home office' there is a question 'Did [business owner] use this home office for only this business, and no other businesses?' The answer here is 'Yes'. On the screen 'Does [business owner] use space in this home to store inventory or product' there is no answer which is required - Yes Did any of these situations apply to your home office in 2025? Select 'None of these apply' If you answer the question No to the following question you will not be able to enter your asset in the second business: Was this home office the primary place where you work? Since you entered 35% of time used for business, I assume you answered this question 'No'. If so, the depreciation of home or additional assets does not come up. Continue through the expenses until you reach the screen 'Home Office Asset Summary'. Select 'Add an Asset' to enter an asset for this second business. Please update with additional details if you have more questions and we will help.

Per the IRS Instructions for Form 7203 Line 6: If the amount of the distribution is more than the stock basis before distributions, report the excess amount as a capital gain on Form 8949, Sales and Other Dispositions of Capital Assets, and Schedule D. Don’t increase your stock basis for the amount of capital gain reported for the excess.   Because the amount reported on Schedule K-1 Box 16 may be adjusted for S-Corp basis limitations, the amount on Form 7203 must be determined by the shareholder. A manual entry by the taxpayer allows a more accurate stock basis to be reported on this form.   @scott_pulliam 

Yes, if the IRS sent your return back for identity verification and instructed you to file by mail, you can print and send the forms create by TurboTax.   You should mail your paper return, with a signed Form 14039  and a photocopy of at least one valid identification, such as to driver’s license, passport, or SS card, to the address listed in your IRS letter.   To see more detailed information, please refer to the link below: Tips for Handling Identity Verification Requests From the IRS  

Thanks for your response. As I'm using Canadian version of TurboTax 2025, Schedule E ONLY is a Tax Form for US tax filing.   In this case, where do I enter the property Adjusted Cost Base in the Canadian version of TurboTax ?   Thanks in advance for any help.

Update- I confirmed this is a glitch that does not take into account the phase out. The graphic says capped at 10k but when going through the final review I can see the SALT deduction broken down with 17k listed. AGI in the 570 range. Very frustrating as this added hours to my filing. Hope this helps someone else dealing with the same issue. Probably my last time ever using TT. 

Thank you Karis.   My expectation was wrong. I expected Turbo Tax to generate form 1099-S in my return. But I see that it is Form 8949 and that is transferred to Schedule D.   I even upgraded from TurboTax Deluxe to Premier because I was told that's what it takes to perform this transaction. I don't think this is true.

@pk  It does make sense to me. Thank you for the useful information.   One last question. When I do file MFJ and will be treated as a United States resident for tax purpose only. Do you know if that would likely to affect my status as an F1 student and will it also affects for future Green Card application?   Thank you so much again! 

If your return is rejected because of the 1095-A: The IRS database thinks that you or a member of your household has, or has had a Marketplace policy.   You should Confirm that you and no one else got a 1095-A You can use the phone number listed by state at  The Health Insurance Marketplace. If you're sure you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No