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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

Enrolled Agent

Employee Tax Expert

IRS Enrolled Agent with 20 years of tax experience!

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App crashing

Hi, App crashing on Iphone 12 pro max, ios updated, cache cleared, rebooted. Please advise

What are you moving to now that Mint is shutting down?

Wondering what folks are planning to migrate to now that Mint is shutting down. I've used it since 2009 or so... feels like my whole financial life is in there. It was never perfect, but I still found it incredibly helpful.

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

e filing deadline in disaster areas

It was Extremely distressing to discover after completing my taxes today, that Turbo Tax will not let me efile them, EVEN THOUGH THE IRS says this option in available to those of us in disaster areas until November16. Talking to a live person did not... read more

There was an error with validating your license code, please try again. Error code: 630

after a couple of hours i am unable to resolve this persistent issue. looking at other posts, turbotax does not care about this and/or is unable to resolve this or it's not a priority i am using turbotax "premium" 2019 i have read and tried all of th... read more

How do i get to a previous years filing logging into turbo tax account it wants me t but 2023 (which I already have)

Do I need to declare my contribution to my Roth IRA for 2023? (I maxed out my Roth IRA contribution and need to know whether that information affects my tax standing).

If yes, how do I do that? Does this affect my taxable income since I'm contributing after-tax dollars?

I'm interested in installing a heat pump (mini-split) for our garage. Does this qualify for the 30% (max $2,000) tax credit? And if so, are there income limits?

How can a get my 2020 tax reprinted that I never received

My checking account that it was supposed to get deposited to was closed so I never received They told me to email turbo tax I did 4 times but never received a response