TurboTax / Tax Calculators & Tips / All Tax Guides / Tax Deductions and Credits / Video: Changes in the Standard Deduction for Certain Tax Filers

Video: Changes in the Standard Deduction for Certain Tax Filers

Updated for Tax Year 2015


There are other factors that affect your standard tax deduction besides your filing status. Watch this video to find out what they are.

Hello, I’m Tammy from TurboTax with some information about the standard deduction.

Are you aware that there are other factors that affect the amount of your standard deduction besides your filing status?

If not, you’ll be interested to learn about the standard deduction rules for certain taxpayers. For many taxpayers who use the same filing status each year—reporting the standard deduction on a tax return is probably one of the more simple tasks. This is because there are five filing status options available and each one has a fixed amount of standard deduction you can report.

But if you will be 65 by the end of the tax year, are at least partially blind or are the dependent to another taxpayer—your standard deduction is a little different.

When you are at least 65 years old by the end of the tax year, the IRS provides you with a larger standard deduction than if you weren't over 65.

And if you file a joint return with your spouse and only one of you qualifies for the increased standard deduction—you can still report it.

The same increased standard deduction is available to blind taxpayers as well. However, if you aren’t totally blind—you still qualify for the increase—but you must obtain a certified document from your doctor stating that the quality of your eyesight is below certain levels. Keep this document with your tax records—the IRS doesn’t require you to send a copy with your return, but the agency will expect you to have it available if it ever requests proof.

Dependents are another group of taxpayers who are subject to different standard deduction rules. If another taxpayer claims you as their dependent, this doesn’t mean you’re exempt from income tax. You must still report your income on a tax return each year if the amount requires it. However, the maximum standard deduction you are eligible to take is equal to that of a single filer. In some circumstances, it may be much lower— but this depends on whether you earn your income from working or through investments.

For those of you who normally itemize your deductions because it saves you more in tax than the standard deduction—remember that if you qualify for the increased standard deduction, the level of itemized expenses you report also needs to increase to make itemizing worth it.

Remember, when you use TurboTax to file your tax return, we’ll ask you simple questions and recommend the best filing status for you.

Get every deduction you deserve

TurboTax Deluxe searches more than 350 tax deductions and credits so you get your maximum refund, guaranteed.

For only $54.99$34.99*
Start for Free

The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

Security is built into everything we do
Here's how
* Important Offer Details and Disclosures
  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Free 1040EZ/A + Free State offer only available with TurboTax Federal Free Edition; Offer may change or end at any time without notice. Actual prices are determined at the time of print or efile and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected 3/18/16. Special discount offers may not be valid for mobile in-app purchases.
  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal efile of up to 5 federal tax returns. Additional fees apply for efiling state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected 3/18/16. Prices subject to change without notice.
  • Anytime, anywhere: Internet access required; standard message and data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with efile and direct deposit; tax refund timeframes will vary.
  • Pay for TurboTax out of your federal refund: A $34.99 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice service is available via phone for your toughest tax questions; fees may apply. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2014 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • Benefit Assist: After you file, TurboTax automatically shows you a full list of government benefits you may qualify for, like Food Stamps or reduced phone & utilities. Plus, we help you apply, saving you time and making it easier than ever to get more money! Estimate based on calculation of Benefit Assist users from tax year 2013 and published reports of average benefit and savings amounts from federal and state programs. Benefit Assist users who received one or more federal or state benefits received on average $576 (based on survey March-June 2015). Actual amounts and qualifications based on your individual situation; some individuals will not qualify. Feature may not be available for all customers.