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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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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.

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

I have been billed for 2023 TurboTax and have not received a disk and TT does not acquire my 2022 return in its database. Has 2023 disk been mailed??

When will 2023 TT desktop arrive???

Why is Turbo Tax including my IRA distribution in my NY Non resident IT-203 form

I am 62 years old and married. We live in NJ but my wife works in NYC and I have been retired for several years.I get a small pension of $11K. We file a joint NYS nonresident form IT-203 yearly. For the last 3 years there is an exclusion of $11K. Thi... read more

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, tax action to reduce your tax liability and give you peace of mind! The following links are filled with tips and strateg... read more

Importing 2022 H&R Block

Bought 2023 TurboTax Premier and cannot import my 2022 H&R Block pdf file. I converted the H&R Block file to PDF and when I imported it it just said "import was unsuccessful". What do I do? I have a capital loss carry forward that I need to use for t... read more

Filed tax for 2023 on Oct 1st (after extension) . Received confirmation from TurboTax for Refund of $7703 is accepted by state of New Jersey . But I only received $832.

2022 tax return$7,456 refund$7,456Step 1, completedSubmitted10/01/23Step 2, completedAcceptedStep 3, incompleteIRS Refundest. 10/22/23USFEDERAL$0ACCEPTED10/01/2023NYSTATE NY$247 dueACCEPTED10/02/2023NJSTATE NJ$7,703ACCEPTED10/03/2023