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
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
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
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
LynKPosted 5 hours ago
| Latest post 28m ago by
LynK
I am planning to reimburse myself for HSA eligible medical care in
retirement and have chosen to pay using my Credit Card rather than with
HSA funds. I understand you need to keep proof of payment, and proof
that the expense was HSA eligible in order...read more
nexPosted 3 hours ago
| Latest post 2 hours ago by
rjs
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
EDSDPosted April 5, 2025
| Latest post 3 hours ago by
Mike9241
I want to take the tax changes that we know about for 2025 and plug them
into the 2024 desktop turbotax deluxe software, however, the first thing
I tried to adjust for was the standard deduction increase. I cannot find
anywhere that I can do that. Ha...read more
tbduvallPosted 6 hours ago
| Latest post 3 hours ago by
Mike9241
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