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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

Trying to submit a return. Turbotax message says the submission is a duplicate. Then says they could not find a federal return that matches. Both submitted at SAME TIME.

So they are saying that the STATE submission is a duplicate but the federal was not submitted. How can that be?

Rollover IRA to Roth IRA Transfer

I am retired (75) and have no work related income. I have a "Rollover" IRA (probably because it was funded via a 401K), a small Roth IRA, a taxable savings account and Social Security. My accounts are with Schwab. I would like to begin moving money f... read more

Amend a tax return to change filing status with Form w-7

Hello,I have already previously filed Married filing Separately, which already got approved. Just to make sure I'm prepared before moving forward with amending my return and filing Married filing Jointly. I recently got back from the Philippines in J... read more

Download 2023 tax return

I don't know if I used desktop or online version of turbo tax. May have used a different user id and can not download a pdf of my 2023 return

Recently Married to a Nonresident Alien in 2024 - Filing Status?

Hello, I recently got married November 2024. My wife is in the Philippines, a nonresident alien, and she does not qualify for a SSN. I am using Turbo Tax to do my e-file, I selected Married Filing Separately as my status. I selected for wife; she wil... read more

Gift from Aunt in India to me in USA

Hi there, My aunt (Mom's sister) in India sent $35k as gift to my account in U.S.A. Please confirm if I would need to declare it to IRS or fill any forms or pay any taxes on it. Thank you.

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

Hello. Where do I upload my ACA Explanation document for why I don't need to submit my 1095-A filing? I cancelled it in 2024 and they kept applying it to me into 2024.

My policy provider gave me proof that I should have been taken off the ACA insurance and that my last day was Dec 31st, 2023. I need to know where to upload a PDF document explaining to the IRS why I don't need to file 1095-A.

Second year of filling 8606

Hey All, I am trying to fill out form 8606. I am little confused on how to fill line 2. For example, if 2023 was the first year I did the backdoor conversation, the line 14 in 2023 form 8606=0. For 2024, should I put 0 as the line 2 on form 8606? If ... read more