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Returning Member
posted Jun 5, 2019 11:05:46 PM

Do you need to be 65 on or before 12/31/18 to qualify for the additional senior discount?

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4 Replies
Level 15
Jun 5, 2019 11:05:48 PM

Senior discount for what exactly?

Level 15
Jun 5, 2019 11:05:50 PM

Senior "discount" on what? TurboTax does not offer a senior discount on its software. Do you mean the additional standard deduction on your federal taxes for people 65 and older? To get the additional standard deduction you have to be 65 or older on January 1 following the end of the tax year. To get the additional standard deduction on your 2017 tax return, which you are filing now, you have to be 65 on or before January 1, 2018. (Your date of birth has to be BEFORE January 2, 1953.) To get the additional standard deduction on your 2018 tax return, which you will file in 2019, you have to be 65 on or before January 1, 2019. (Your date of birth has to be BEFORE January 2, 1954.)

Returning Member
Jun 5, 2019 11:05:51 PM

Apologize...meant additional senior standard deduction.

Level 15
Jun 5, 2019 11:05:52 PM

To get the additional standard deduction you have to be 65 or older on January 1 following the end of the tax year. To get the additional standard deduction on your 2017 tax return, which you are filing now, you have to be 65 on or before January 1, 2018. (Your date of birth has to be before January 2, 1953.) To get the additional standard deduction on your 2018 tax return, which you will file in 2019, you have to be 65 on or before January 1, 2019. (Your date of birth has to be before January 2, 1954.)