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Employee Tax Expert

Enrolled Agent with 13 years of experience helping individuals and business owners navigate the tax code. I en...

Employee Tax Expert

Technical tax professional, Certified Public Accountant, happy to help.

Employee Tax Expert

Enrolled Agent

Employee Tax Expert

I am in my 13th season as a tax professional and my 10th season as an enrolled agent

Trending Discussions

2025 TurboTax 1099R

When will the 1099R section be ready for the 2025 TurboTax? I want to get a response from a TurboTax employee and not someone from a user group. Also, when I sign up to be notified when it is updated, I get a fast reply it has been...except it really... read more

1099R section for 2025 income says available soon. Any estimated date?

I am using the TurboTax Home and Business desktop version for 2025. When I tried to enter my 1099R information on the step-by-step option, there is a note that it will be available soon. I can find no information on when this might be resolved. I hav... read more

turbo tax not ready dec 30 2025

Is turbo tax ready or not? I purchased weeks ago, they too my money and charged credit card. Yesterday I could not enter investment data. Later they sent notice it was done with updates and ready. Today i get same not ready message on investment data... read more

FYI - New update 1/16/ 26

Just checked my Desktop program. It did another update today Jan 16. Don't know what it has. 1099R is still waiting. That's been 3 updates this week, Jan 12, 15 & 16.

When Available?

It's mid January and I STILL can't input my 1099-R information. What is the point of selling software that is UNUSABLE other than stealing consumers' money and providing garbage in return? How can I get my money back from you criminals? This is the l... read more

Retirement Plans and Social Security Section will not let me enter my Pension plan withdrawals

I am starting on my 2025 taxes and now turbo tax is telling me because of changes to the tax law that the section to enter my pension plan withdrawals is unavailable. I find this odd as it has me sign up for information on Form 3903 which has nothing... read more

bug report: Turbotax Business Download 2025

I purchased the download 2025 business product, which I have used many years before. I am attempting to generate my W-2 package for 2025. When I print it out, all the pages are labelled "2024". Please fix it.

When will the IRA, 401(k), Pension Plan Withdrawals (1099-R) Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

It's incredibly inconvenient to not have this section available before the end of the tax year.

I am having a problem with turbotax accepting my driver licence doc number. WHat do I do?

NY State licence. I have entered all of the 10 character Document Number. An error won't let me proceed and says that the first 3 characters must be entered. There are no more numbers, letters... I double checked the NY DMV info provided by TurboTax ... read more