What is the additional deduction for seniors?

Starting in 2025 (through 2028), taxpayers age 65 and older by December 31, 2025 can claim an additional $6,000 deduction. If you're married and both of you are 65 or older, each spouse can claim the $6,000 deduction. If you qualify, we'll include this automatically, so you don't need to do anything to claim it. It's not part of the Standard Deduction or Itemized Deductions - it will show as a separate deduction on your return.

To qualify, you'll need to:

• Have a Social Security number
• Be unmarried or file jointly with your spouse if you are married

If your income is more than $75,000 (or $150,000 if married filing jointly), your deduction is reduced (so you may not get the full $6,000 amount). We'll automatically calculate and include the maximum deduction you qualify for.

You can see this deduction on Schedule 1-A of your return and on the Deductions and Credits Summary here: Menu Path: Deductions/Credits > Deductions and Credits Summary

How do the recent tax changes affect my taxable Social Security?