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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

Dropping support for WIndows 10 for Turbotax 2025

Hello to the corporate big wigs: I have been a loyal user of Turbo Tax software for past 28 years and have introduced this software to umpteen number of colleagues, clients and friends. Over this period of time I feel that the product is becoming mor... read more

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Head of Household for California but no dependent

Lacerte lets you file for federal and California as head of household but not taking a dependent even though you pay for half of the persons living expenses. The federal return went through ok but California says that you have to have a dependent to ... read more

Roth conversion and under payment penalty

I plan on an IRA to Roth conversion at the end of 2025. This conversion will significantly increase my income and my income taxes for the year. Do I need to increase my regular monthly Fed tax deductions now to account for the anticipated increase in... read more

Is a 2025 estimated tax calculator available after new tax law changes?

How does the new tax law affect estimated tax?

Possible solution to TurboTax dropping Windows 10 support?

Hi Folks,Given the dreadful decision by TurboTax to drop WIndows 10 support for 2025 onward, I wanted to share a thought for any techies on the forum as a possible solution for us Win10 desktop users... What about creating a portable Windows 11 USB d... read more

Intuit Turbo Tax 2025 on Desktop

Rash Decision to Not Support Windows 10 Desktop

To discontinue offering TT 2025 desktop for Windows 10 machines is a great disservice to all loyal TT customers. Outrageous. Win 10 will continue to be supported by MS for at least one more year for a nominal fee. My PC cannot handle Win 11. I do not... read more

Colorado FAMLI benefit and new IRs RR 25-04 guidance on federal taxes for 1099 G

Any body have any insight on how they are doing their federal taxes for colorado's new FAMLI benefits (paid family leave) and 1099g form. I know that starting jan 2025, 10% federal deduction applies to the benefits, its unclear what applies to those ... read more

Where to enter taxes paid in 2024 on missed 2023 RMD

My dad missed his RMD in 2023; we filed a 5329 and took the missed distribution in 2024 within the correction window. In 2024, we paid the full amount of taxes due on the 2023 RMD income. His 2024 1099-R has the total amount for the 2023 RMD plus his... read more

Are there plans to release a desktop TurboTax for Linux, in particular Ubuntu, for the 2024 tax year?

For years I kept Windows on an old laptop for the sole purpose of running TT. I have repurposed that laptop to run Ubuntu, as I did with my other former macOS computer. It seems like a relatively small investment by Intuit to capture the Linux users ... read more

How To Attach Safe Harbor Election for Small Taxpayers To 2024 Partnership Return in Turbotax Online Business Live Assist?

How do I ensure that that the Safe Harbor Election for Small Taxpayers is attached to my 2024 1065 in Turbotax Online Business Assisted? I am expensing a $2,400 refrigerator for a residential rental unit and meet the threshold criteria. I can't find ... read more

Turbo Tax 2024

I just got an email that because of Microsoft stopping support of Windows 10 in October Turbo Tax will only be able to be used with Windows 11 computers. Nothing like getting piled on. I have 2 desktops that are fairly new with great processors, expa... read more