All Posts

Thanks. But I know how to add a password outside of TurboTax, but it is a bug that this cannot be done within TurboTax when you save a PDF from TurboTax — especially since I’m given the choice to set a password. This gives a false sense of security. TurboTax used to do this correctly — all of my prior years’ returns PDFs are correctly password protected.

Did you end up in a paid edition?  The charges (or free) depends on what edition one ended up using.   It's possible you either started off in the wrong edition, or perhaps you started in Free Edition but had to upgrade due to something in your return that Free Edition cannot handle.  The Free Edition is only for very simple returns--a Form 1040 with no additional forms/schedules other than Earned Income Credit, Child Tax Credit, and Student Loan Interest.   If you think you meet all the qualifications for Free Edition and don't think you need Deluxe or higher, and if you haven't already paid, you can downgrade to Free Edition (second FAQ below).  But if there's something that Free Edition cannot handle (see first FAQ below), it will ask you to upgrade again.   FAQ:  Why do I have to upgrade from Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-editio...   FAQ:  How to I downgrade to a lower priced version of TurboTax Online? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri..

You may be able to change some fields on the Federal Carryover Worksheet; however, depending what you want to change, right-click on the field and go to 'Data Source'.  You may want to change the amount in the interview in the section where carryovers are asked for (or pre-filled) when Amending.   @user17755999820 

I assume you really mean 2026. Turbotax and this forum can't help you. Once you file, Turbotax receives no additional info on your refund. This forum does not have access to your return or the IRS.. You'll have to contact the IRS. 

They should have taken the "lessens learned" from VINs -Vehicle Identification Numbers - that never use I, O, or Q for a reason........and now here we are..........   I was reading in some forum about the IRS paying interest on refunds that were not delivered after 45 days, if it was due to an IRS hold up. I'm wondering if anyone that has finally got their refunds paid, had any interest paid to them since this is taking significantly longer than 45 days at no fault of the taxpayer????? I'd be surprised, but thought I would ask.

It is not part of the standard deduction.   It is a bonus deduction on a separate line.  Here's more info on how to view it.   For seniors age 65 and older and who meet the other qualifications for the new Enhanced Senior Deduction, TurboTax automatically fills out Schedule 1-A in the background and then enters the amount of the deduction on the Form 1040, Line 13b.  It is not part of the standard deduction--it is a completely separate deduction on its own line.   If you are "married filing jointly" and both qualify, then you both get the new deduction.  If you are "married filing separately", however, you are not eligible.   Single filers, HOH filers, and qualifying surviving spouse, if they otherwise qualify, are eligible.   You appear to be using Online TurboTax--at least that is what a tag shows underneath your question above.  If you are still preparing your online return, and want to verify that you received that new senior deduction, here's how you can preview the Form 1040 and confirm you are getting the enhanced senior deduction.   If you already printed out a copy of your return, you can view the Form 1040, Line 13b and Schedule 1-A where it was calculated.  If still preparing your return, here's how to preview it:   With your return open go to the left column menu, and click on TAX TOOLS, then subtab TOOLS. In the Tools window choose "View Tax Summary." On that Tax Summary screen you should see that you are getting "Additional Deductions (Schedule 1-A)." Then, while still on that Tax Summary screen,  you can further verify it by going over to the left column menu and under Federal clicking on "Preview my 1040."  That opens up the Form 1040 Worksheet.    Scroll down to Line 13b, and the figure there includes the enhanced senior deduction from the Schedule 1-A. And while you are there, you should see your standard (or itemized) deduction on Line 12e.

From AI:   "To password-protect a PDF copy of your TurboTax return on a Mac, open the saved PDF in the built-in Preview app, go to File > Export, click Permissions, check Require Password To Open Document, and set your password. This secures your tax data using macOS tools."   @eswenson 

@ dtx_wuero-p  Sorry to take 3 comments to answer your question.  I keep thinking of things.  🙂   If you can't or don't want to use the options above, if it turns out you are unable to efile by the April 15 deadline, you can either apply for an extension before that due date, or you can file by printing, signing, dating, and postal mailing your return.   It has to be postmarked by April 15, and if you go that route, it's recommended to mail by a method that has tracking.    It can take several weeks to process a mailed paper return.   An extension request (due by April 15) extends the time for filing the return.  However, it does NOT extend the payment due date.  If you have any taxes owed (tax due), then you still have to pay it by the April 15 deadline.