Is there a delay in showing the additional deduction for seniors 65 years old married filing jointly?

[md2me]

When does the additional deduction for seniors 65 years old married filing jointly show on your return?

[xmasbaby0]

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)

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

[user17707904013]

So for MFJ the deduction is 33100 (std +65yrs) plus the 2025 $6000 ?  My turbo tax did not account for the $6000 and I already files my taxes.

[JohnB5677]

If you're Married Filing Jointly, and only you are over 65, you should see:  

• $31,500 Standard Deduction + $2,000 Senior deduction = $33,500 in box 12e of the 1040.
• You should also see at least $6,000 in box 13b.
• Box 13b may contain additional deductions.

The $6,000 deduction is there.  It is based on your date of birth in My Info

• You will only see the base Standard or Itemized deduction on ‌line 12e of your tax return.
• However, the Senior Deduction is reflected on line 13b .
• It is reflected on Schedule 1A, Part V, Line 37

Social Security is still being taxed as it was in the past; however, there's a new $6,000 deduction for individuals older than 65 years old, a $12,000 deduction would apply to couples who qualify.  

For more information, see Deductions for Seniors.

These are the qualifying factors to get the deduction:

If you and your spouse are both 65 or over, everything is evaluated for both of you.

• The phase-out begins at $75,000 (single) or $150,000 (married filing jointly). 
• If you (as a couple) had an income under $150,000 there is no phase-out for either of you.
• If your income is above $150,000, it will affect both of you.
• The deduction begins to phase out above these limits, fully disappearing at $175,000 for singles and $250,000 for couples. 

@user17707904013 

[VolvoGirl]

@user17707904013   The Standard Deduction for Joint is $31,500 + 1,600 for each spouse over 65.  So...

31,500 + 1,600 = 33,100 or

31,500 + 1,600 + 1,600 = 34,700

The + 2,000 is for Single or Head of Household.

The Standard Deduction will be on 1040 or 1040 SR line 12e

The new extra 6,000 or 12,000 (for both over 65) is on line 13b.  What do you have on 13b?

Save the PDF
https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26...

[user17707904013]

• Thank you. There is no amount on 13b

[user17707904013]

Thanks  my filed return does not show any amount on 13b .  Would I need to file an ammend form?

[xmasbaby0]

@user17707904013

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

[user17707904013]

Nope I'm almost 70yrs and 12d is checked for me.

[user17707904013]

Also income is just 81K for two.

[VolvoGirl]

12d is checked?  12d where? Ignore

[xmasbaby0]

@user17707904013 

"line 12d is checked for me...."

You are not looking at the right line.    Look at your Form 1040.    Line 12d only shows information about your date of birth or whether you were legally blind.    Your standard deduction is on line 12e and the senior deduction is on line 13b.

[user17707904013]

As I stated before there is no amount  on 13b. 12a and 14 have the same amount 33100

[user17707904013]

[SteamTrain]

@user17707904013 

What software are you using...Desktop or Online?

IF Desktop...Windows or MAC.

i.e.....for desktop, might be time for a Manual Update (if on Windows Computer)) 

.............or  (just guessing) a full uninstall-re-install???