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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

BE AWARE if filing an amendment!!!

I filed an amendment on my taxes and the IRS took out the tax payment on original tax filed AND also the amended taxes! Both done on same day, so bot sure how they did not catch that. OMG! Now I am out over 6K! I cannot reach anyone at IRS. Called Tu... read more

How do I see how Turbo Tax calculate line 72 on form 540?

I entered $3000 as estimated state tax paid in 2023. TT entered a larger amount, $4000, on line 72 of form 540. State Board sent me a letter saying $4000 is incorrect and reduced that to $3500. Apparently I missed something when I entered $3000. How ... read more

how to enter treasury t bills and i bond 1099 info?

I don't see way to import so question - can i just enter total sum of box 3 info or i have to enter each t bill box 3 info separately ?- how do i enter saving bond i closed

Taxes by mail for federal and state

Hi, Somehow this year I have to mail my return to IRS. When I download the filed return it only gives me one PDF file which has both state and federal. Now which pages should I send to state and federal? or should I send the whole document to both st... read more

I would like a paper check mailed. i am having too much trouble trying to get credit karma

i have been trying to get into credit karma for awhile having a lot of trouble

I exiled my federal return. Do I have to mail them?

Do I have to mail federal taxes that I have exiled?

IRS pulled my payment twice

I was just reviewing my bank account and noticed that the IRS pulled the same payment TWICE, four days apart. This was back in April at tax time. I owed $3402, they pulled that amount on the 10th and on the 14th. I can't find records of it in either ... read more

Can someone take a look at these paper forms 1099-nec and 1098 I filled out to make sure they are correct before I mail them back to the IRS?

Will someone help me with my tax form homework if possible. My professor is telling me to ask other people and the college I'm attending doesn't have an accounting tutor.

efile fee paid on credit card and same amount was deducted from federal tax refund deposit

I paid $133 to Intuit for filing federal and state tax returns. The $133 was charged on my credit card, and posted on 4/15/24. Federal tax refund was direct deposited in my bank account and was short $133. Why am I being charged twice for this? How d... read more

My sister-in-law has been ghosted by her tax accountant. In his last communication, he said he filed an extension. How can I confirm that he did so?

How to do SECTION 1256 REPORTING

Hi there, I bought one call option and sold one put option in 2023 and they both had un-realized capital gain on it on Dec 31 2023 as I have not closed them yet, but etrade already reported the un-realized capital gain on my 1099 form, where in Turbo... read more

Do I need to fill out the multiple jobs section? I am single with no dependents and I am filing out the 2024 W-4 Form and 2023 W-4 Form for my new job and have a side job

The side job gig is temporary so not much steady income. I lost my job in March 2024, but I still have the temporary side job gig before I start the new job next week that I am filing out for the 2023 W-4 and 2024 W-4 form for the onboarding process.... read more