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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
Employee Tax Expert KarenL ‎Posted December 18, 2024
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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
Employee Tax Expert KarenL ‎Posted December 12, 2023
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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
Employee Tax Expert KarenL ‎Posted November 28, 2023
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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
nex ‎Posted 5 hours ago | Latest post 32m ago by Opus 17
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Paul-Sowunmi ‎Posted 2 hours ago | Latest post 2 hours ago by VolvoGirl
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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
LynK ‎Posted 7 hours ago | Latest post 2 hours ago by LynK
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due to Hurrican Helene we were authorized a delay on 2023 taxes deadlines, and 2024 deadlines, but due to illness I missed the deadline
porterhughes2002 ‎Posted 3 hours ago | Latest post 3 hours ago by VolvoGirl
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I haven’t started 2022 taxes. How do I get the 2022 forms from turbo tax to start 2022
rodemus2020 ‎Posted 3 hours ago | Latest post 3 hours ago by VolvoGirl
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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
EDSD ‎Posted April 5, 2025 | Latest post 5 hours ago by Mike9241
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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
tbduvall ‎Posted 8 hours ago | Latest post 5 hours ago by Mike9241
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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
Solar Eclipse ‎Posted 7 hours ago
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