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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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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

Can someone pls help me file my 2022 taxes? Turbo tax keeps reverting back to 2023 and we’re not even at that stage yet as we haven’t even rcvd our 2023 W2. Thank u

I just want to file 2022 taxes I will file 2023 taxes next year

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Where do I enter I. Farm equipment and farming

How can I add a new replacement asset after 1031 exchange with 17.93 left on it's depreciation schedule

I did a 1031 exchange that bridged 2022 and 2023 and to make it even more complicated I replaced 1 property with 2 properties and had boot. I can't figure out how to enter the replacement assets so that they have the correct depreciation.How can I fo... read more

Deduction for heat pump and heat pump water heater

I'm using TurboTAX 2023. I can enter the total for my "energy efficient building" expenses. However, it never lets me enter the costs for the heat pump HVAV system or my heat pump water heater (both installed in 2023). If I go to Forms, I can see whe... read more