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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 have a 1099 INT from my hsing mgmt, where do i add that?

where do i add my 1099 int info

Pre-tax IRA to Back door Roth; any post tax IRA to Roth possible?

Hello I performed a Roth conversion earlier this year, converting a 100% pretax IRA to a Roth (knowing that I'll pay income tax on the full pre-tax amount).I'm wondering now that my pre-tax IRA balance is at 0 if I could do in the same year a non-ded... read more

Are Parent Plus loans Considered Gifts?

Can I file my 2019, 2021 and 2024 taxes?

After hours entering tax data, i noticed that i failed to import prev year's file. Can i do this WITHOUT having to start new return? If not, it would be nice feature. THX

This is ridiculous. I have a code for turbotax premier 2024 but Nowhere on turbotax.com is there an easy/clear button to "download turbotax 2024". Can someone help? Thx!

529 contribution limit

I set up a 529 account (Ohio) for my Grandson. I contributed $75,000 for 2025, but want to contribute a total of $150,000. What is the next step? When I file my taxes for 2025 do I report this amount? Can I contribute the full amount in 2025 or shoul... read more

where enter gambling income

how enter gambling winnings with no W-2g

calculating taxable part of the Social Security benefit when you have also Medicaid waiver payments

I am a 70 year old woman caring for her disabled adult son. I received nontaxable Medicaid waiver payments according to Notice 2014-7 and also SS benefit and some interest from retirement accounts.My question is regarding the Social Security benefit ... read more