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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

What are the Turbo Tax fees for amending a prior year tax return; for the Turbotax online vs Turbotax Desktop?

It's telling me that I'm too late to mail my return, but it's my only option. Idk my AGI, I cannot find my IRS return transcript because I cannot create an account at 17.

I've been rejected numerous times, and I only have once more. I tried putting what was on my 2024 return, but it said it was wrong, then I tried inputting 0, wrong again. I'm at a loss, and I hate the IRS.

Does anyone in Arkansas know how to add the Certificate for Individuals with Developmental Disabilities to the state tax form?

for OREGON: 2025 Schedule OR-ASC-FID

Does anyone know where exactly I"m supposed to enter the info in this form? The drop down "Select a Product Windows" are not working I am using a Mac with TT Home and Biz. I'm filing as a non-resident of OR, too in case that matters. Thanks in advanc... read more

Oregon-Specific Schedule OR-K-1

I spent nearly and hour with a TT tax advisor who couldn't figure out where to enter the info in a Schedule OR-K-1 document. The tax advisor told me I should NOT enter it in the federal section as so many of these older posts are telling people. Anyo... read more

ACA and Retro Medicare Approval with SSDI

I am currently filing SSDI and the date of disability is most likely to be in 2022 or 2023 - this would have me medicare eligible in 2024 or 2025. By the time this gets approved, it could be 2027 or 2028. I might not be on ACA next year due to gettin... read more

I completed my options of file and pay later and received a payment package but my taxes continue to come back to this page

Payment plan completed but not processed

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Getting an error message

Requirement for Bank Account information for Refunds

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

What are the Turbo Tax fees for amending a prior year tax return; for the Turbotax online vs Turbotax Desktop?

It's telling me that I'm too late to mail my return, but it's my only option. Idk my AGI, I cannot find my IRS return transcript because I cannot create an account at 17.

Does anyone in Arkansas know how to add the Certificate for Individuals with Developmental Disabilities to the state tax form?

for OREGON: 2025 Schedule OR-ASC-FID

Oregon-Specific Schedule OR-K-1

ACA and Retro Medicare Approval with SSDI

I completed my options of file and pay later and received a payment package but my taxes continue to come back to this page

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