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Employee Tax Expert

CPA, Esq, LL.M (tax)

Employee Tax Expert

Enrolled Agent with 46 years of experience in all phases of tax

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Getting an error message

I'm trying to input the affordable act (1095A) information to create form 8962, but an error is coming up saying;Hmm, looks like we hit a snag. We recommend you revisit the last topic you were working on to make sure all your information is correct. ... read more

Requirement for Bank Account information for Refunds

I submitted a 2025 return for my 93 year old mother without realizing there is now a requirement for all refunds to be direct deposit. She has always received a paper check and has no online account. Is there a way, other than the hassle of setting u... read more

2025 TurboTax Premier - Explanation Statement of Amortization of Domestic Research and Experimental costs

This Explanation Statement - "Filed PURSUANT TO SECTION 6.02 OF REV. PROC. 2025-28" was just added to my 2025 Federal Tax Return randomly. I tried deleting, but it keeps on popping up... I'm planning on using the standard deduction. IS this a TurboTa... read more

Tax Year 2025 Form 5695 Nightmare Continues

Sorry, this is a bit long, but I am running out of ideas and would appreciate any help I can get. Here is what is happening:12 Feb 2026Submitted taxes via TurboTaxMarried Filing Joint1040 SRVery simple returnInterest IncomeSocial Security IncomePensi... read more

How do I go back and do my city taxes after already doing my state taxes

I still haven't received my refund, and they just keep charging me. I amended my taxes, and even so...

I’ve tried to get a hold of the IRS by phone but they keep saying call back later. How can I get a hold of someone about my 2024 tax refund?

The refund was rejected by my bank because of an extra number on my account. They then sent a check but was lost. I filed a 3911 but have heard nothing. How can I get my refund?