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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

Non-dependent education expenses

Received a 1099-Q for a withdraw from qualified 529 account for my adult non-dependent son. All of this withdraw was used for education expenses. I am able to enter the 1099-Q into TurboTax. I unable to enter education expenses for the non-dependent.... read more

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Failure to produce Form 8283, Noncash Charitable Contributions.

I itemized deductions on my federal form and successfully passed the checks in turbotax. When I submitted the return electronically it was returned by IRS for lack of Form 8283, Noncash Charitable Contributions. Turbotax is not producing, attaching o... read more

TY25_NY_IT398 - Ny State Return Rejected

Apparently, that form is outdated in the latest version of TurboTax Desktop. I tried filing 3 times this week, and the software lets me transmit without a single warning. I appreciate the warning AFTER it has been rejected, but it should be BEFORE. E... read more