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Get your taxes done using TurboTax

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 add Form 709 to prior year tax return for a gift given above Gift Tax exemption

I gave my daughter $100k in 2024 to purchase a home. Our joint exemption is $36K so I need to report $64k on Form for last year? I can't see how to do this in Turbo Tax under amend a return

Quicken inteface to TurboTax online

For the past several years I have uploaded business data from Quicken Classic Business and Personal to TurboTax on my Windows 10 laptop. As TurboTax will no longer be supported on Windows 10 will the same functionality be available if I convert to th... read more

why do i need to file a 40N OR

I already files. we moved from Oregon, and they are asking me questions about a 40N which I have never filed

When is my adjustment for 2024 coming?

I filed again after April. When is my adjusted refund coming for 2024?

can I claim health insurance I am not working

Should I be concerned that my new employer has a pay structure that uses both biweekly wage checks and weekly reimbursement checks to equal my $20/hr?

The biweekly paychecks will be for a base salary of $11 per hour. Then, the weekly reimbursement stipends in the set amount of $360. Which equals out to the $20 an hour. They call the reimbursement a weekly housing and travel allowance. I just want t... read more

Cannot pull 1099B data from etrade account

I can pull data from other institutions, but cannot pull data from Etrade specifically. Error pops up: 1099 Forms Unavailable for User. I checked my account and I do see 1099 forms. Not sure why turbotax is behaving like this. I was able to pull the ... read more

help!

Is there any way to speak to a tax adviser. I have paid for live support!!!

How do I download 2023 State return on Windows?

Where can I find my turbo tax state returns for 2023?

8606 Not zeroing out IRA Basis

Hi - Each year I contribute after tax dollars to an IRA and then immediately rollover to a Roth. I always do this in the same calendar year. Each year I file an 8606 and Turbotax shows the contribution as well as the rollover. In 2023 apparently it d... read more