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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
Employee Tax Expert KarenL ‎Posted December 18, 2024
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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
Employee Tax Expert KarenL ‎Posted December 12, 2023
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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
Employee Tax Expert KarenL ‎Posted November 28, 2023
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I've already submitted my taxes. I forgot to enter our estimated state quarterly tax payments. What should I do?
sheila-yatesvuu ‎Posted Monday | Latest post 12m ago by sheila-yatesvuu
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gonzalez2961 ‎Posted 39m ago
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I am trying to file a joint return with my wife who deceased during 2019. IRS has now rejected 2018 AGI for spouse twice. The number entered for her AGI is the same as in our joint 2018 tax filing done with on-line turbotax (verified, several times).... read more
juntuka1 ‎Posted April 7, 2020 | Latest post 42m ago by Denisemn
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gonzalez2961 ‎Posted 2 hours ago
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I'm not sure how to fill out Form 709 Schedule A, column (e) Donor's adjusted basis of gift and column (g) Value at date of gift. I sold my house to my daughter and son-in-law. The contract price was $850,000. However, I told them I was giving them a... read more
RBThompson ‎Posted yesterday | Latest post 3 hours ago by Hi Palms
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I have a question regarding how to fill out Form 1099-R for the removal of my excess Roth IRA contribution. Here is the timeline of events:January 2024 – Contributed $7,000 to my Roth IRA.December 2024 – Recharacterized $8,539 from my Roth IRA to a T... read more
necro ‎Posted 3 hours ago
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I'm trying to file my 2024 property tax located in MN, but as I paid the 2nd installment of my 2024 property tax in 2025 resulted it to be delinquent. My question is do i have to file claim my 2024 property tax refund on 2025 taxes "Considering that ... read more
vinset ‎Posted 3 hours ago
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I have some very basic questions (I searched but somehow I can't find the answers). 1. I have read that TurboTax automatically generate Form 8606 for me. Where can I see that? (I have input 1099-R and related information but I haven't submitted my ta... read more
user1899 ‎Posted yesterday | Latest post 3 hours ago by user1899
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