1040/1040SR Std Deduction Worksheet Incomplete, Missing the Over 65/Blind portion

[lgreene1964]

OS:  Windows 11 Pro 24H2

TT:  Home & Business 2025 (Module: WinPerRelease, Version:025...000...0247)

Greetings,

Working the 1040/1040SR Form and brought up the Standard Deduction Worksheet but only the "Dependent" part is showing up.  The second part for "over 65" and/or "blind" is missing.  

Per Form 1040/1040SR Instructions (https://www.irs.gov/pub/irs-pdf/i1040gi.pdf), Page 34/35, Line 12e, Exception 4—Born before January 2, 1961, or blind. Line 12d; there are TWO worksheets.  One for Standard Deduction Worksheet for Dependents and the other for Standard Deduction Chart for People Who Were Born Before January 2, 1961, or Were Blind.

When you use the OPEN FORM icon (near top left), enter "Standard Ded" into the Search field, then click on the ONLY 1040 find "Standard Deduction Wks" ... the Dependent worksheet appears but not the Over 65/Blind.  

The latter is the form that helps you determine if your Standard Deduction can get a boost from $15750 to either $17750 (over 65 or blind) or $19750 (over 65 and blind).

LarryGinMO

There are only 10 types of people in the world who understand BINARY … those who DO and those who DON'T! 😯

[xmasbaby0]

When you enter your date of birth in Personal Info, you are also asked if you were legally blind.   Entering that information correctly into the interview screens in Personal Info should also put it on the worksheets and give you the correct standard deduction.   In addition, for 2025 - 2028 you need to be aware of the new "senior deduction"

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-retur...

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