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Tax Law Changes & Your W-2 Box 14

With the recent tax law changes, you might see additional information and codes in Box 14 of your W-2. Currently, there are no standardized codes to designate income such as “No Tax On Tips” or “Overtime”. While next year, the W-2 form will include s... read more

Child’s Own Tax Return & Kiddie Tax

When it comes to children and taxes, it’s a confusing topic for many. Does my child need to file a tax return of their own? Do I need to include their income on my tax return? We know that if a child is employed (W-2) they may need to file their own ... read more

Do I have to file a tax return?

Whether or not you have to file a tax return isn’t just about how much income you earned. Sure, that’s part of it for most taxpayers, but the type of income also matters. For example in 2025, if your net earnings from self-employment are $400 or more... read more

Tax-Related Identity Theft: What Should I Do?

Identity theft is real, unfortunately. For some people, concerns about possible identity theft and security start to grow when a tax filing is rejected due to a social security number. Often though, an e-file reject is simply caused by a typo or a de... read more

Maximize Your Refund: Your Video Guide to the 5 Key Tax Filing Statuses

Tax filing status impacts several key areas of your federal tax return: whether you are required to file, the size of your Standard Deduction, your tax rate, your eligibility for specific tax credits, and ultimately, the amount of tax you owe (or the... read more

The 5 Filing Statuses - Get it Right!

The first step to maximizing your tax refund - and possibly keeping the IRS at bay - is to use the correct filing status on your tax returns. If only it were as simple as choosing Single or Married. But alas, there are a whopping five (5) filing stat... read more

Jumpstart Your Taxes: Get Ready for Tax Time!

Be prepared and make tax preparation a breeze! Imagine how beneficial and stress-free it would be to not rush around last minute gathering your tax info. You can begin by making a list of what's changed since last year and gather your supporting docu... read more

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

Turbo Tax 2025

What benefit does TurboTax Max provide me when doing my 2025 taxes?

How do I fixed my federal and state tax return both came back rejected

Can no longer upload .CSV file for cryptocurrency translations.

How do you add a .csv file for cyrpto transactions? Document upload only supports .pdf, jpg, and .png

How can I talk to a real person? I do not see an option anywhere for help or to call. The "help" chat feature does not help or connect me to an agent.

I always pay for the support from the tax experts. I received a letter that my state DOR is reviewing my state return and I need to provide documentation. I can't find the documentation that was submitted during the return, so I need help to get to t... read more

Turbo tax won't let me get past the final part of filing. It just keeps looping me through the billing which is 0. How do I get out of this loop?

I'm trying to finish filing my taxes and turbo tax refuses to let me. Whether on my phone, my computer, or in the app I click on start for the billing portion, I get taken to a page that shows how much I owe which is nothing, I verify that my address... read more

NYS inflation refund check problem

I efiled my NYS return on February 4, 2026. No error message appeared complaining of the NYS inflation refund, it said my NYS taxes were accepted. I am still waiting for NYS to process my return but there is no date on the process. I now find out int... read more

Massachusetts PFML 1099-G prevents e-file

My wife was on PFML for maternity leave in 2024 and returned to work just after the 1st of the year in 2025. She received a 2025 Massachusetts 1099-G which we have entered as "unemployment" benefits in TurboTax. Her "Line 1 "Unemployment Compensation... read more