Employee Tax Expert
Member profile
I am an Enrolled Agent. I worked for the I.R.S. for 33 years. I spent my last 11 years at the I.R.S. in Mandatory Review which prepares cases going to U.S. Tax Court. I also worked several seasons doing tax preparation for a small local Credit Union and CPA Firm, which was customer facing tax preparation. This will be my sixth tax season with Intuit.
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If you receive benefits in the form of periodic or monthly payments, it can be considered an annuity. A NYFD disability pension is generally a combination of a...
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After your Form 1099-R is entered into TurboTax you should see a screen that says, "Where is your distribution from?" You should select the top one. Retirement ...
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I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information remov...
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You can confirm that you applied for "Pay with my Refund" in TurboTax by checking your "Order Summary" for a $0 balance. It will also show a "Paid" status. This...
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You can do this by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by followingthese steps.
Activity Feed for LindaS5247
- Posted Re: Why is the NYFD disability pension coming up as an annuity on entering the 1099R.???? on Retirement tax questions. Wednesday
- Posted Re: Turbo tax charges New York tax on exempt New York State pension again on Get your taxes done using TurboTax. Wednesday
- Posted Re: 2025 Itemized Deductions for New York State on Deductions & credits. Wednesday
- Posted Re: How do I know if I applied for the refund advance? I thought I did but now I’m not seeing or ... on After you file. Wednesday
- Posted Re: I put I wanted to pay with my tax return but I want to change to paying with a credit card. I... on Get your taxes done using TurboTax. Wednesday
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- Posted Re: why am I being charged $49 for do it yourself deluxe 2025 I never added the deluxe version, $... on Get your taxes done using TurboTax. Wednesday
- Posted Re: TurboTax 2025 won’t transfer QB files on Get your taxes done using TurboTax. Wednesday
- Posted Re: Will I receive a refund advance loan because that option glitched about 5 times on After you file. Wednesday
- Posted Re: Why did it deny my advance after already approving it on After you file. Wednesday
- Posted Re: How to cancel payment turbo tax online expert assist basic 2025 in application turbo tax on Get your taxes done using TurboTax. Wednesday
- Posted Re: I paid 70 dollars to complete my taxes, when I go to the app it says I have not paid. My bank... on Get your taxes done using TurboTax. Wednesday
- Posted Re: How do I add will builder after filing? on After you file. Wednesday
- Posted Re: Why is the IRS on Saturday January 1, 2026 rejecting form 5695 because of the code numbers\ on Get your taxes done using TurboTax. Wednesday
- Posted Re: form 5695 line 17b keeps asking for my address over and over when i review. how do i fix this on Get your taxes done using TurboTax. Wednesday
- Posted Re: If i try to finish and file my WV state taxes, I keep being put through a loop. It reviews ev... on Get your taxes done using TurboTax. Wednesday
- Posted Re: Why dies my state return state its pending? on After you file. Wednesday
- Posted Re: Why won't it allow me to efile my state taxes when I've already filed my federal and they got... on Get your taxes done using TurboTax. Wednesday
- Posted Re: I was about to file but the session timeout as I was looking for my drivers license and now i... on Get your taxes done using TurboTax. Wednesday
- Posted Re: Why am I having issue with my ID docu number. After IDUSA I entered the following letters/num... on Get your taxes done using TurboTax. Wednesday