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Employee Tax Expert

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Employee Tax Expert

Hi, I'm an enrolled agent. I have 13+ years of tax experience, three of which are as a tax expert with TurboTa...

Employee Tax Expert

Enrolled Agent with 13 years of experience.

Employee Tax Expert

IRS Enrolled Agent with 20 years of tax experience!

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Last Minute Tax Tips & Money Strategies!

The end of the year is more than just holidays, great food, and family! It’s also the perfect time to make smart money decisions, take action to reduce your tax liability and give yourself peace of mind! The following links are filled with tips and s... read more

529 Plan distribution after graduation

529 plan beneficisry graduated college this summer and the owner has Money left in the 529 plan. Question 1: If the student-beneficiary received several academic scholarships, can the owner take that money out of his 529? 2. If he wants to remove the... read more

What IRS form is used for estate sale of property?

The question above is for this problem below: Logan B. Taylor is a widower whose wife, Sara, died on June 6, 2019. He lives at 4680 Dogwood Lane, Springfield, MO 65801. He is employed as a paralegal by a local law firm. During 2021, he had the follow... read more

Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

Turbotax allows me to enter only one disaster on Form 8915-F on my 2022 return. There were 2 more disasters that I was impacted in 2023 in California, which I'd like to report on my 2022 return. Each disaster should reduce the gross IRA distribution ... read more