Tax law changes

So, if im reading this correctly, it's $6000 for a 2 senior household and NOT $6000 each senior... is this correct? 

I am filing as Head of Household. My modest overtime *should* be fully deductible since my MAGI is around $200,000 and complete phase out is not until MAGI of $275,000. But Turbo Tax deluxe is saying my deductible OT is $0 due to phase out limits, which appears incorrect to me. How do I fix this? 

Husband delivers flowers for niece's shop a couple times a year and she pays him. Not clear on new 1099NEC form - guess it depends on whether he is considered self employed. Help - checking "other" box treats it like last year other option want to tax it.

When will the Update for entry of 1099-SSA and other 1099 entry be finished?

This says it's supposed to be updated by February but it's Feb 7 and it's not up. When will this be up?

In my return, the $6000 per senior is NOT being added.  My standard deduction is less this year than last year.  For two seniors married, TT is saying my standard deduction is $34,700.  That's correct as I understand it for people born before Jan, 1961.  But no where am I getting the subtraction of $12000 and my total income is less than $175,000.  The program is not right and TT is not entertaining our complaints. 

I received a my Soc1099SM form but box 6 does not show the amount I paid quarterly. Where do I place the amount, I actually paid as I sent them payments in 2025 for estimated taxes. Is there an additional form I should get from SS or just place the amount in box 6 even though my form doesn't show any amount. Thanks D Curry

On my 2025 return (desktop version), the total itemized deductions on schedule A is higher than a standard deduction but line 12e on 1040 shows a smaller number (standard deduction)  Why?

My bank's 1099-R form used code "J" for "Early distribution from a Roth IRA, no known exception." As far as I can tell, TurboTax is not offering me the option to include a Form 5329 to state that the exception is a $1,000 emergency personal expense distribution. This exception has been permitted in tax law since 2024. I talked to my bank and they said this needs to be clarified by my tax preparer, and not Form 1099-R. As far as I can tell in my research, they are correct: They were supposed to use Code J, and I am supposed to file a Form 5329 and list exception number 23 on Line 2 (See: https://www.irs.gov/instructions/i5329). How do I get Form 5329 included before I file, so that I don't get a 10% early distribution penalty? Thank you!

I'm using the desktop version of turbo tax deluxe - when will the 1099-R forms be ready?  It keeps saying "available soon"

While filing NC State Tax return, observed that it's always taking the standard deduction irrespective of whether I chose Standard or Itemized for Federal Return. This looks to be an error on Turbo Tax end. Although, I understand there are limitations on Itemized Deductions for State, but it should consider the Mortgage Interest, Property Tax etc. as part of Itemized Deduction and it's coming more than 25500. Same happened during 2024 return also which I did not realize. Is there a solution to this? I talked to one of the experts, but he could not help and asked me to wait for another week and recheck. I don't think it's going to change and there is no way to raise a ticket or something to fix this. Please help.

Regardless of what you hear from the media and politicians, there is no such thing as "no tax on social security". I wish it were true! It's called a "senior deduction" and there are no such words as "social security" in the verbiage anywhere. The deduction may help you reduce or eliminate your overall tax liability, but when you get done with all the inputs, look at line 6a of your 1040.  The taxable SS amount can still be as high as 85% of your SS benefit  as calculated on the SS worksheet. Don't you love the way politicians word things !

My Wife and I received payments from CT Paid Leave Program in 2025.   This is a program requiring Employee Contributions.  My understanding is that under 2025-04 Income paid out by these programs (if the Paid Leave program is Employee Funded) have different tax rules based on Medical Leave vs Family Leave.  My wife had a child and took 12 weeks off through this program.  Her 1099-G shows the entire payment as taxable.  Shouldn't at least some of this payment be considered MEDICAL and therefore not subject to tax since she is the one that had a child?

The calculation seems incorrect for those MFJ  over 150k. With both spouses over 65.   In TurboTax it took the total combined of both spouses and subtracted 150k  = (a) .  Took 6% of that (a) number = (b).  It then took 6000 -b to get c.  It multiplied c times 2 to get additional deduction.    Shouldn’t it take b from 12,000?    It is using combined income of both spouses should it not reduce from 12000?   Thanks 

I just down loaded the updates for turbox tax 2025 and the ssa-1099 section still does not work.  In fact it never worked last year.  I had to enter the social security info on the forms.  When will this be fixed???

i wanted clarity regarding if I can apply for car loan interest payment rebate under the new bill introduced in 2025. My car qualifies for the rebate and I have the 1080 form from my manufacturer. I’m not sure if aa an international student on F1 status if I am eligible for the car interest payment returns. Any help would be greatly appreciated.

Why is the $6000 senior credit not showing up when I enter my information. I am over 65 and under the income limit. I am using the "do it yourself" tax product.

There is an additional standard deduction for taxpayers age 65 and over, which was $1,550 each for married filing joint (MFJ) on the 2024 federal Form 1040, which I believe is $1,600 per person MFJ on the 2025 return (to be filed in 2026).  The recently-passed legislation One Big Beautiful Bill provides for a 'senior deduction' of $6,000 per person, phased out beginning with MFJ modified Adjusted Gross Income of $150,000 and over. Question 1: can both these deductions  (the $1,600 and $6,000) be taken on the 2025 income tax return?  Question 2: regarding the phase-out of $6,000, how will that work and at what income level will it be zero?  

Hello - When I entered my Social Security, the app showed no taxes due.  Check.When I added my 1099R, I was taxed on the full amount at the 12% rate.  So my question is, if Social Security is not taxable is it included in my total taxable income?  Something is off - we should have gotten the standard deduction of $34,700 and paid the tax on the difference between my 1099R and the $34,700.  It's like I didn't get my standard deduction at all.  Any help understanding this is appreciated.

ya, if you guys could stop lobbing to make doing your taxes more expensive so you can line your pockets even more, that would be great. 

There have been many posts asking when the software will be released to allow the entry of 1099-R income.  It appears that the community believes that it will be included in the update scheduled for release on 1/21/2026.  My question is why didn't Turbo Tax proactively send out emails to let its users know that?  1099-R income is a very common feature within Turbo Tax. Why did I have to register with an online community to search for that information.  Now I am waiting and hoping that the online community is correct; if not, I will need to do more research to find out what the problem is.

When trying to input form 1099-R  in Wages and Income/Retirement plans and Social Security, it states "This section will be ready soon" Then it gives you the option to sign up for e-mail alerts when it's ready. When you click on this it states you are waiting for form 3903. I did get an email saying this form is ready but when i went back in, it does the same as stated above.

well it's January 21 and no update for 1099-R

We have not been able to enter our 1099-Rs and receive a notice that "This section will be ready soon".  Twice I have signed up for email alerts and twice they were received and within an hour the response from Customer Service was "Your tax forms are ready". Form 3903, Moving Expenses.  It states: Open TurboTax on your computer, install the updates when prompted, and your forms will be automatically included. I went to Turbo Tax twice and NO updates were indicated.  I have twice gone to the "check for updates" while in Turbo tax and it states "you are up to date".What help can you provide in resolving this?Thank you, Eugene Marchetti

If 1099R 2025 input is not updated by 10/23, does Intuit have a refund policy for the cost of their incomplete software?