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Maximize Your Refund: Your Video Guide to the 5 Key Tax Filing Statuses

Tax filing status impacts several key areas of your federal tax return: whether you are required to file, the size of your Standard Deduction, your tax rate, your eligibility for specific tax credits, and ultimately, the amount of tax you owe (or the... read more

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

Home & business 2023 software issue

I purchased the home & business 2023 filing software but can't install because my Mac book is too old to update to the latest OS software to install the turbo tax software so either there is a work around or can I be refunded for my purchase? My Mac ... read more

explanation of charges

I paid $252.00 when I filed my 2024 tax returns in April and now I am being charged (November 7) another $120. What is that for?Gary Sandstrom at [email address removed]

This answer has been verified for accuracy by an Intuit expert employee Do I need to enter my dependent's 1095-A?

Hi, thanks for any help with this issue. I had health insurance through my employer. My 23 y/o son lived with me all of 2023, had $0.00 income. So I am claiming him as a dependent. He had health care through Covered California. I am filing as head of... read more

Year-to-date Incorrect

The YTD gross on my paycheck is incorrect by about $15,000. I have told my HR department about it, but it hasn't been fixed yet. How will this effect taxes if they don't correct it?

2025 Turbo Tax Deluxe - Form 1099-B Not Available

I have started to prepare my forms and taxes for 2025 and I noticed that form 1099-B is not available. If I try to "open form" and type "1099" there is no option for form 1099-B. Hopefully this gets rectified in the next release.

Multiple year HSA Contributions in Excess

I don't see this specific circumstance in other questions. I contributed the max individual HSA in 2022, 2023 and 2024 since I had high deductible PPO, then in Nov 2025 I got notified that social security disablilty found me disabled and retroactivel... read more