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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

Primerica did not send me a 1099R form Until April 8 2026 after I had filed my income taxes in March. Do I need to do an amendment to my income tax?

Do I need to file an amendment to my income taxes of 2025? Because I received a 1099R form from Primerica after filing my taxes.

W-2 and W-2C

My husband passed away in 2025. He received a W-2 with amounts in boxes 1,3,5 , and box 12a code C.All the amounts are for $134.33 Then I received a W-2C which added amounts in 12 b,c,d. Should I be combining these W-2s and show as a W-2 or just use ... read more

I received a notice LTR 12C and need some questions answered.

The letter states that my Form 5695, Residential Energy Credits, had a problem with the QMID (Qualified Manufacturer Identification Number). They state that one or more of the numbers was missing or incomplete. After looking at the form, verifying th... read more

Can someone call me to discuss my problem with IRS?

I received an IRS notice telling me I owe instead of refund. Can an expert help me?

My return is under review and I have received 3 notices asking for an additional 60 days. The 5/29/26 notice has an unusual reason. Can you help?

The third notice says IRS is waiting for my tax account informationto be available on their computer system. Why can't they just upload my return into their system?

How do I file my taxes if I live and work in Canada whole year, but got married in Canada to an Indian spouse. She doesn't have a SSN or ITIN, and turbo tax wants it

Please help

My bank says they don't have my refund. The irs says it was deposited Feb 11. Where is my refund?

What can I do . I can't get a hold of anyone at the IRS?

How do I file my 2024 return?

I had very little income in 2024 so didn't bother to file. I am ready to take care of it now, but can't seem to find the needed resources on Turbotax.

Late Mother's 1040 was rejected - received notice CP01h from IRS

Because my late Mother received a 1099-INT and SSA-1099 the year after her passing, I attempted to file a second 1040 for her. This tax return was rejected by the IRS and a notice CP01h was issued to me. The problem seems to be that I was attempting ... read more

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Getting an error message

Primerica did not send me a 1099R form Until April 8 2026 after I had filed my income taxes in March. Do I need to do an amendment to my income tax?

W-2 and W-2C

I received a notice LTR 12C and need some questions answered.

Can someone call me to discuss my problem with IRS?

My return is under review and I have received 3 notices asking for an additional 60 days. The 5/29/26 notice has an unusual reason. Can you help?

How do I file my taxes if I live and work in Canada whole year, but got married in Canada to an Indian spouse. She doesn't have a SSN or ITIN, and turbo tax wants it

My bank says they don't have my refund. The irs says it was deposited Feb 11. Where is my refund?

How do I file my 2024 return?

Late Mother's 1040 was rejected - received notice CP01h from IRS

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