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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

I'm trying to download my already filed 2022 and 2023 tax returns

How do I view my 2023 tax returns

Foreign dividends without 1099-DIV

I just found out I received foreign dividends and the institution does not provide a 1099-DIV. I will need to amend some prior year returns. Do I just input the amount since I never received a form? Additionally, will TT assist in requesting a possib... read more

What does pay only when you file mean? Is it actually free to use TurboTax?

I made an estimated tax payment to the IRS on April 8, 2024 before I filed my 2023 return. Will this estimated tax payment be applied to my 2023 return or my 2024 return?

It appears that the IRS added the exact amount of my April 8 estimated tax payment to my 2023 refund, even though I did not file until 2024. Is that correct, or do I need to resubmit the payment so it goes with my 2024 return?

does rent a flat to live consider as gift?

Hi I am a little bit confused for the concept for the gift. Let us take one example. If I rent a flat to live myself including my spouse and my kid. Sometimes, parent or parent in law may live here a while, who come to visit and also help take care o... read more

testing

Sale of trust real property for appraised value to pay trust expenses.

A rental property listed in my mother's trust, but not deeded to the trust before death, was transferred into the trust by the court, via a pour over will in a summary probate proceeding. I am trustee. I purchased the house, without objection, at the... read more

How do I complete the Schedule HC when I've received a 1095C from my employer?

Does turbo tax have the option to import my w2 if I don't have it?

I'm filing late and Don't have my w2. Will turbo tax site allow me to import my w2?

Which return do I attach when MFJ federal tax and MFS California tax?

I lived and worked in California in 2022 and 2023. My husband has never lived in California nor had California sourced income. We filed jointly for federal tax and I filed separately for California. My husband did not file for California. I recently ... read more

Voyager Interest income (but of course didn't receive due to Bankruptcy)

I was wondering how to report VGX that was interest income that was disposed of in June 2023 and converted to USDC due to the bankruptcy? Coin Ledger has a cost basis for them, but since I didn't purchase them would the cost basis be $0. Even though ... read more

Military Discount doesn't apply to TurboTax Deluxe even with all the steps highlighted to "automatically" apply the discount completed.

Need to amend prior year return

When working on my 2023 return, I noticed a 1099-NEC form from my 2022 form was incorrect. Do I need to amend my 2022 return before I finish my 2023 return?