About heidis1

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Hi there. My name is Heidi, an Enrolled Agent with Turbo Tax Live. I joined Turbo Tax Community in 2021. I am continually obsessed with helping people understanding their taxes. I love walking my dogs, gardening, and cooking.

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Re: The Federal form is saying that "none of the copies of the Home ...

Hijdawgio, You can access your mortgage interest in Turbo Tax Online in the Deductions & Credits underMortgage Interest and Refinancing (Form 1098). If this is...

heidis1

Updated Jul 26, 2023
Re: Skylights 2023

Hijonpagel, You are correct. Exterior windows and skylights that meet Energy Star Most Efficient certification requirements.Credit is limited to $600 total. Th...

heidis1

Updated Jul 26, 2023
Re: Tax bracket

Hiafpgdp, 2023 Tax Brackets (For Taxes Due in 2024) is: Tax Rate Single Filers Tax Brackets Marries Filing Jointly or Qualifying Widow Tax Brackets 12% $1...

heidis1

Updated Jul 26, 2023
Re: Inherited IRA affects on Social Security and Taxes

Hi Bret-TX, Here a couple things to consider: -As a non-spouse beneficiary inheriting an IRA from a parent, you have two options: You either canwithdraw the ac...

heidis1

1

Updated Jul 26, 2023
Re: Social Security claiming strategy

Hi mdembski, If you qualify for your own retirement and spouse's benefits, you always get your own benefits first. If your benefit amount as a spouse is higher ...

heidis1

1

Updated Jul 26, 2023

Activity Feed for heidis1

Got Cheered for Re: HSA and Medicare. ‎October 24, 2024 11:09 AM
Posted Re: The Federal form is saying that "none of the copies of the Home Mortgage Interest Worksheet have been marked as the latest loan". How do I access the worksheet? on Get your taxes done using TurboTax. ‎July 26, 2023 4:54 PM
Posted Re: Skylights 2023 on Get your taxes done using TurboTax. ‎July 26, 2023 4:31 PM
Got Cheered for Re: Tax bracket. ‎July 26, 2023 4:04 PM
Cheered Re: Inherited IRA affects on Social Security and Taxes for Opus 17. ‎July 26, 2023 3:57 PM
Posted Re: Tax bracket on Retirement tax questions. ‎July 26, 2023 3:55 PM
Got Cheered for Re: Tax bracket. ‎July 26, 2023 3:55 PM
Posted Re: Inherited IRA affects on Social Security and Taxes on Retirement tax questions. ‎July 26, 2023 3:37 PM
Got Cheered for Re: Social security question. ‎July 26, 2023 3:35 PM
Posted Re: Social Security claiming strategy on Retirement tax questions. ‎July 26, 2023 2:37 PM
Got Cheered for Re: inheritance. ‎July 26, 2023 2:23 PM
Posted Re: Social security question on Retirement tax questions. ‎July 26, 2023 1:57 PM
Got Cheered for Re: HSA and Medicare. ‎July 26, 2023 1:56 PM
Posted Re: HSA and Medicare on Retirement tax questions. ‎July 26, 2023 1:40 PM
Posted Re: inheritance on Retirement tax questions. ‎July 26, 2023 12:22 PM
Posted Re: Social security on Retirement tax questions. ‎July 26, 2023 11:41 AM
Got Cheered for Re: 2017 SONOMA COUNTY PGE FIRE DETERMINATION AWARD MONEY. ‎June 28, 2023 3:13 PM
Posted Re: 2017 SONOMA COUNTY PGE FIRE DETERMINATION AWARD MONEY on Get your taxes done using TurboTax. ‎June 28, 2023 3:05 PM
Posted Re: Coverdell on Get your taxes done using TurboTax. ‎June 28, 2023 1:13 PM
Posted Re: Getting Married on Get your taxes done using TurboTax. ‎June 28, 2023 12:54 PM

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Date Registered	‎January 24, 2021 7:57 PM
Date Last Visited	‎April 25, 2025 8:04 PM
Total Messages Posted	23
Total Cheers Received	10

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Re: The Federal form is saying that "none of the copies of the Home ...

Re: Skylights 2023

Re: Tax bracket

Re: Inherited IRA affects on Social Security and Taxes

Re: Social Security claiming strategy

Do you have a TurboTax Online account?

Re: The Federal form is saying that "none of the copies of the Home ...

Re: Skylights 2023

Re: Tax bracket

Re: Inherited IRA affects on Social Security and Taxes

Re: Social Security claiming strategy