topic Turbo Tax calculated our ages incorrectly. in Get your taxes done using TurboTax

Turbo Tax calculated our ages incorrectly.

kayla-pruett66 — Thu, 26 Feb 2026 16:23:15 GMT

I am using Expert Assist Premium online.

I was going through the section on estimated taxes for 2026. (I'm a 1099, I underpaid last year, and want to make sure I don't underpay this year.)

As part of the question to calculate my estsimate tax payments, TT asked "[HUSBAND] was 71 years old on January 1, 2026.

No. He was not. His birthdate is November 1955, so he turned 70 in November, not 71.

It did the same thing to me. [WIFE] was 60 years old on January 1, 2026.

NO. My birthdate is December 1966, so I turned 59 in December, not 60.

Our birthdates are entered correctly in the personal information section - this is probably the 8th year in a row I've used TT, and the personal information is carried over from year to year and has always been correct. I confirmed by looking at it again after seeing the calcuation errors.

Both ages were editable in the age box, so they are correct now...but what the HECK. How can I trust Turbo Tax with all the complicated calculations in my return if it can't get our ages right?? I am having serious thoughts about scrapping my returns and starting over with a different company.

Re: Turbo Tax calculated our ages incorrectly.

VolvoGirl — Thu, 26 Feb 2026 16:39:30 GMT

I don't know why it says on Jan 1, 2026. Sure it doesn't say Jan 2027? To prepare estimates for 2026 it would want to know your age in 2026 (by Jan 1, 2027) You do turn a year older in 2026.

Re: Turbo Tax calculated our ages incorrectly.

kayla-pruett66 — Thu, 26 Feb 2026 18:31:33 GMT

I just went back and looked at it again. This is under Federal>Other Tax Situations>Form W-4 and estimated taxes.

It says "Enter [Husband's] 2026 age" and below "verify [husband] age as of January 1, 2026".

I know that we turn a year older in 2026, but the program still calculated our ages incorrectly for January 1, 2026.

Re: Turbo Tax calculated our ages incorrectly.

dmertz — Fri, 27 Feb 2026 15:49:31 GMT

It makes no sense that TurboTax's text says January 1, 2026, because for the purpose of suggesting estimated tax payments for 2026 what matters is your age on December 31, 2026. This is probably one of the many inappropriate wording changes that TurboTax has made as it is being migrated to a new implementation of the step-by-step mode user interface. They seem to be changing wording just for the sake of changing the wording, without regard to the reason behind the original wording.

Re: Turbo Tax calculated our ages incorrectly.

RichInPitt — Fri, 27 Feb 2026 15:54:26 GMT

I don't use this function, but just going to it, I see the same. It asks me to verify my age as of January 1, 2026, and the number is one year high.

I just typed over it.

Re: Turbo Tax calculated our ages incorrectly.

VolvoGirl — Fri, 27 Feb 2026 17:43:40 GMT

@dmertz I think they need to change the wording to Jan 1, 2027. For a lot of items the IRS considers if you are born on Jan 1 it counts in the prior year. Like if you were born before January 2, 1961 you get the new extra 6,000 Senior Deduction for 65 and older even though you don’t turn 65 until 2026.

Re: Turbo Tax calculated our ages incorrectly.

VolvoGirl — Fri, 27 Feb 2026 18:19:24 GMT

Just posting this here so I can find it again in the future

For 2025, See IRS pub 501 page 2 table 1 asterisk….

https://www.irs.gov/pub/irs-pdf/p501.pdf

It says……

If you were born before January 2, 1961, you’re considered to be 65 or older at the end of 2025.

Re: Turbo Tax calculated our ages incorrectly.

dmertz — Sat, 28 Feb 2026 02:11:08 GMT

"I think they need to change the wording to Jan 1, 2027."

Ah, that makes sense.

Re: Turbo Tax calculated our ages incorrectly.

sdw10000010 — Mon, 30 Mar 2026 01:20:12 GMT

This is my problem as I turn 65 in October and it should give me the extra "senior" deduction. Shouldn't it use age as of Dec 31, 2026? Driving me crazy---It actually puts in the Dec 31st age but says 1/1/26. The form shows "age as of end of 2026-----so I guess it comes out correct.....Crazy

Re: Turbo Tax calculated our ages incorrectly.

VolvoGirl — Mon, 30 Mar 2026 03:00:43 GMT

@sdw10000010 When do you turn 65? Oct 2025 or Oct 2026? The new 6,000 Senior Deduction.....

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify.

For Single the deduction starts to phase out at 75,000 and maxes out at 175,000
For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000
If you are married you have to file a Joint return

 For Online version You can preview the 1040 or print the whole return
https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

What do you have on 1040 or 1040SR line 13b?

See the 1040 ….

Re: Turbo Tax calculated our ages incorrectly.

sdw10000010 — Mon, 30 Mar 2026 16:49:27 GMT

Hi and thankyou---

I was able to do 2025 taxes---I am concerned with filling out the estimated taxes for 2026----The question on the step by step asks ---what is your age on 1/1/26? It autofills with 1 year older than the correct answer----

ie Michael's correct age 1/1/26 is 66- when you look at the form Age at the end of 2026 is correct.

The problem comes when in Step By Step people overide the incorrect age at 1/1/26 (should be end of 2026)

Not happy with this---Turbo Tax has to do better---

Re: Turbo Tax calculated our ages incorrectly.

dmertz — Mon, 30 Mar 2026 22:39:00 GMT

As mentioned above, that TurboTax page is supposed to be asking to verify Michael's age as of January 1, 2027. 67 is the correct age.