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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

How do I get my 1099-R Line 7 Code J change to T or different code advice

My 1099-R (Roth IRA) line 7 is listed as code J, the IRA/SEP/Simple box is not checked. Line 2a is blank and 2b is checked. A little Background the account is over 5 years old and I was under 59 1/2 years old when I took the distribution, however I a... read more

Unable to import from Fidelity - In a loop asking to login after successful browser login

I am having an issue. I say import from Fidelity. Turbotax Desktop opens a browser after asking to login to Intuit, asking for Fidelity login credentials. I successfully login and it says I can go back to turbo tax now to import successfully. When I ... read more

Rejected Tax Return, 1095-A Fraud

My tax return was rejected this morning, stating that I needed to file a form 8962, using data from form 1095-A. I found this odd, as I am employed and have health coverage and have received a 1095–C. I reached out to the ACA marketplace and come to ... read more

Depreciation and amortization not available in my turbotax home and business 2025 but the IRS form 4562 has been released by IRS. Am I the only one having this issue?

#WMR2022

Hello is all my people here this year? @1angrymama @drj311 i can’t remember everyone’s @name @nortonkd @bharkless84 @kanisha0418 @Sweet-sunshine @Boswell120 @th0126 @missesp82 @Kesi12