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Employee Tax Expert

Enrolled Agent

Employee Tax Expert

Hi, I'm an enrolled agent. I have 13+ years of tax experience, three of which are as a tax expert with TurboTa...

Employee Tax Expert

Enrolled Agent with 13 years of experience.

Employee Tax Expert

Trending Discussions

Please bring back the running total refund/tax due at the top of the screen

Holy smokes, I can't believe Intuit removed this feature. It was a tremendous value add to see the taxes due/refund in realtime. Product Managers: I don't need a running clock of time spent in your product, I need to know how much I owe the gov't in ... read more

Is it even possible to file for an extension from the desktop turbotax deluxe 2023 (electronically)?

I have been looking for a way to file for an extension (personal tax return) from within the Turbotax Deluxe Edition, desktop version, for a greater length of time than I would like to admit. Am I delusional? Should I order a fresh set of printer ink... read more

e-file error message even after file was accepted

Hi - I submitted my taxes for e-filing and immediately got an error message "Oops - an issue occurred. Please check back shortly." Within about 30 minutes, the status was updated from pending to accepted and I received an email from TurboTax telling ... read more

Can't e-file extension for free after paying almost $100 for "Premium"

Dear Intuit,You've been pretty awful at filing extensions for a very long time (finally in the past few years at least the "extension" appears in the list of items on the home page, rather than buried 4-5 non-intuitive menus deep). I know the master ... read more

Is anyone else having issues with turbo tax having a "Oops-an error occurred. Please check back shortly."?

I am receiving this message, Oops-an issue occurred. Please check back shortly. What could this mean?

Beware - TurboTax 20% email discount does not work

The 20% discount did not work. I was told I should have had an expert help me. You shouldn't need an expert when you click a link provided by the servicer. I was not going to wait for an expert when trying to get my taxes done. BTW TurboTax has a rep... read more

Federal return rejected: FED_NeedK-1_with8283_TTO_Only

Hi Tax Experts, My Federal and NY state returns were rejected after passing all turbotax checks. The error code is: FED_NeedK-1_with8283_TTO_Only. Turbotax states the following explanation: Description of error:There is a potential issue with the cal... read more

TY21 -> TY22 conversion AMT capital loss carryover adjustment smart worksheet

I've come across many posts with the same issue. But there has been no clear answer yet. TY 2021 had no capital loss carryover. I only have a schedule D form. No Schedule D for AMT. I tried to "amend" the TY2021 returns to force it to generate Schedu... read more

efile rejection and submission to correct issues

I just got efile rejection due to a typo on the Federal tax ID on a pension 1099 an hour + ago. I corrected that and then realized I needed to correct an interest payment from IRS and had overlooked 1098-T statements for both my wife and me. I made t... read more

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Ready to begin your taxes?

Please bring back the running total refund/tax due at the top of the screen

Is it even possible to file for an extension from the desktop turbotax deluxe 2023 (electronically)?

e-file error message even after file was accepted

Can't e-file extension for free after paying almost $100 for "Premium"

Is anyone else having issues with turbo tax having a "Oops-an error occurred. Please check back shortly."?

I am receiving this message, Oops-an issue occurred. Please check back shortly. What could this mean?

Beware - TurboTax 20% email discount does not work

Federal return rejected: FED_NeedK-1_with8283_TTO_Only

TY21 -> TY22 conversion AMT capital loss carryover adjustment smart worksheet

efile rejection and submission to correct issues

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