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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

Dropping support for WIndows 10 for Turbotax 2025

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

Where to enter taxes paid in 2024 on missed 2023 RMD

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

I want to take the tax changes that we know about for 2025 and plug them into the 2024 desktop turbotax deluxe software

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

Where can I download FTB 4602f form?

I made a tax payment in2024 on my extension application. Where do I enter the tax payment?

Turbotax 2024 will not open

I purchased TurboTax 2024, Loaded it only Windows 10 PC, did my Federal and PA State Taxes and submitted them. In trying to review my returns, TurboTax will not open and I cannot see my returns. How do I get it to run again.

estimated taxes

Turbo Tax 2024 has not applied my 2023 overpayment that is shown on line 36 of my 1040-SR to my estimated taxes.. My line 35a also shows 0. On the Summary page, it shows the Total Tax correctly as well as the Refund Applied to ES Tax, but the total a... read more