Free 1-page checklist

Are you missing the new $6,000 senior deduction?

If you're 65 or older, the 2025 law added a temporary $6,000 deduction ($12,000 a couple) — on top of your standard deduction. See if you qualify and how to claim it.

  • The 4-point test for who qualifies (and who can't)
  • How it stacks on your standard deduction — single & married
  • The phase-out math + how to claim it on Schedule 1-A
Free. Unsubscribe anytime. Educational only — not tax advice.
1-page PDF$6,000 senior deduction checklist preview
Jeffrey Miller

I'm Jeffrey Miller. I break down retirement money in plain English, based on official IRS and SSA guidance. This checklist is the same framework I use in my videos — no panic, no pitch.

This free 1-page checklist puts the new $6,000 senior deduction on a single page — who qualifies (the 3 rules), how it stacks on your standard deduction, the income phase-out, and how to claim it on Schedule 1-A. Built from the current IRS rules (2025–2028).

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Educational only — not personal financial or tax advice. Everyone's situation is different; confirm your details with a qualified tax professional or at IRS.gov. Jeffrey Miller is an educator, not a licensed tax advisor.