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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

I just noticed that my 8606 was wrongly calculated by TT for 2022 and 2023. What should I do to modify it

Just noticed that for my 8606 form, TT made the following mistake:1. In the tax year 2022, TT didn't carry over the previous basis2. In the tax year 2023, it missed my 8606 totally. What should I do? Do I need to file a tax amendment? or should I jus... read more

Can I download Turbo Tax 2023 Deluxe?

I bought the software from a retailer and my laptop does not have a CD drive. How do I download the software? I have tried everything and the site just keeps me going in circles

I got charged twice for money that I owed. I paid in April w/o filing. And I got charged when I filed California return via Turbotax in July. How to get money back?

Sending money to US account back home -- Currency conversion / coupon taxable?

So I have a unique question. I used a popular service called WireBarley to send Korean Won to US Dollars back to my US Account. When you sign up, you get a couple 3,000 Korean Won coupons for signing up and if you had a referral code, you get a 10,00... read more

Has anyone had a problem entering numbers on Line D of form 2210, or is it just me ? 😆 I tried going back and etering the numbers again but they won't seem to change.

how to get rid of Form IT-FC

How can I a,end 2023 tax return

How can I efile 1040x for 2023 with TurboTax

Tax Reporting for non-qualified variable annuity at surrender

Where on a 1040 is the full surrender proceeds of a non-tax qualified variable annuity reported. There is some basis (exclusion ratio) and some additional increase is value. Is this value capital gains or is it taxed as ordinary income? I have not be... read more