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Employee Tax Expert

EA , Master's of Taxation

Employee Tax Expert

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

Employee Tax Expert

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

Employee Tax Expert

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

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All About Your State Income Taxes & Maximizing Deductions!

State tax laws may vary! That’s the biggest takeaway from this post. While many states conform to the IRS tax guidelines, at least to a certain extent, nearly all of them require some adjustments to maximize your state deductions. And, some states se... read more

TurboTax Premier Desktop 2025: Broken Crypto Import Features & The Only Known Workaround

Background: I am a former software programmer and software validation analyst. I did software support and testing for 10 years. We have been TurboTax customers for over 20 years, and I often have reported bugs in their code to them. In the last 2 yea... read more

Rental expenses not saving

When I enter in certain expenses under rental property info, I click "Continue" and the summary page still shows "Not Started" for those categories. If I click back into the category, the number is still there. Is this expected behavior? I'm wonderin... read more

Mortgage Interest in Rental Property has a glitch and not working

I have been trying to work on this problem for hours. In the Rental Properties section, I am not able to input any numbers into "Mortgage Interest". It keeps giving me a glitch saying " Hmm, looks like we hit a slight snag in this sectionLet's get yo... read more

Schedule K-1: What Is It & Do I Need It For My Taxes?

Did you know that many business entities, trusts, estates, and certain investments are all required to file tax returns that produce a Schedule K-1? Those K-1s show your share of the income, expenses, deductions, and other important tax reporting inf... read more

I opted for paper check and the IRS sent me a CP53E. Why does TurboTax not follow IRS requirements to enter the bank account?

Due to TurboTax issue - not following IRS requirements and misleading people that they still can get paper checks from IRS for 2025 year - my tax refund will be delayed + I am now required to create irs.gov account, which I don't want to + I need to ... read more

Federal Carryover Worksheet Error

Hello, I am unable to file my tax return due to the error I am receiving in attached photo. I have researched other similar questions here and have not found a solution that works for me. I have gone to forms and tried inserting FL to everything that... read more

How to upload a digital asset CSV into TurboTax for 2025 - a guide

It is possible with a few extra steps - you don't need to spend extra on crypto tax software. Of course, you may still want to use the software for calculations, unless you have only a small amount of transactions. Step 1 - create crypto CSV Create a... read more

TurboTax is incorrectly computing Form 1116, line 3e. I had a diagnostic to check a box on Form 1099-MISC line 3 and when I checked the box the gross income changed 80%.

TurboTax does not allow an override on Form 1116 Line 3e and this prevents me from efiling my return.

TurboTax Online is such a scam.

My sons have used for the past few years and had simple returns. Always free. This year was a different story. Son #1 was "upgraded" from Free to Deluxe while he was doing his return. He only had W2 income and a tiny amount of Interest income. NOTHIN... read more