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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

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

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?

2025 Estimated Tax Amounts

Last year 2024 my I owed Federal $6000. Used Turbotax Desktop. It came up with four payments of $2300 or $9200 for Estimated 2025. Why?Thanks

I had gambling winnings of $3200 this year and I paid my taxes at the casino and they were $800. My husband and I never have a tax liability. Will I get the 800 back?

I had some gambling winnings this year and never have tax liability. I paid taxes already on those winnings. Will I get the taxes back?

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