Taxpayers who receive a W-2 paycheck use IRS Form W-4 (Employee’s
Withholding Certificate) to control how much federal income tax is
withheld from their pay throughout the year. Why Accurate Withholding
Matters for Your Finances The goal of updating ...read more
The two most common reasons to amend your tax return are that you
realized you made a mistake or you received a new tax form after you
filed. Other common reasons are using the wrong filing status or
claiming/not claiming a dependent. Whatever your r...read more
You think you’re doing great - taxes withheld from every paycheck or
quarterly estimates have been paid timely - and suddenly you see a tax
penalty. It can happen to even the most conscientious of people. Life
happens and some of those life “happenin...read more
Getting a “love letter” from the IRS can send shivers up your spine. But
it’s rarely as bad as we think it is and nothing to fear (unless you’re
a criminal, which you aren’t). Most of the time, those IRS letters and
notices are only requesting a litt...read more
Want a bigger tax refund? With proper planning, tax withholding, or
estimated tax payments you have greater control over the amount of tax
refund you'll receive, or how much you will owe at tax time. Of course
your income, deductions and tax credits ...read more
Did you receive your refund yet? If not, you’re not alone. According to
the IRS, your federal refund generally takes around 21 days to get to
your bank account. But that’s only if all is good on your tax return
-and there are no questions from our fr...read more
Hi, My wife, who was a J-2 visa holder (I still have J-1), left the US
in 2024 and most likely will have zero physical presence and zero US
income in 2025. We requested early closure of her J-2 visa in August
2025. We did joint return for tax year of...read more
I now manage the finances for my father-in-law. He is almost 97 years
old and has dementia. He signed up for a TurboTax subscription years ago
before I was involved and it appears that he often created new accounts
when he couldn't log in. He is gett...read more
It's late November and some of the income areas are not yet updated. Not
good for those of us who need to manage RMD'sFails to pull in source bio
information for investments, retirement, etc etc etc.Seems not to track
between the user interface and i...read more
I keep getting an error after linking my bank account. Saying "Sorry,
looks like we'll have to finish linking account later. Your info was
securely saved so we can pick up where we left off." (509)