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New Tax Deductions & Changes - One Big Beautiful Bill Act (OBBBA)

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Employee Tax Expert

Enrolled Agent with 13 years of experience helping individuals and business owners navigate the tax code. I en...

Employee Tax Expert

I am in my 13th season as a tax professional and my 10th season as an enrolled agent

Employee Tax Expert

EA , Master's of Taxation

Employee Tax Expert

Technical tax professional, Certified Public Accountant, happy to help.

Trending Discussions

Are you guys going to address the crypto 8949 / 1099-DA issue in TurboTax desktop, or not?

People have been asking questions for weeks in this thread:Re: Can no longer upload .CSV file for cryptocurrency translations.Ever since TurboTax disabled CSV uploads for transactions this year, dealing with crypto reporting in TurboTax desktop has b... read more

I am receiving an error message when trying to review my federal return. The error is "Person on the Retun Worksheet (my name): Enrollmentstatus must be entered"

I click continue which takes be back to the You're almost done screen which has a box with "Answers to review" and a box to click "Fix". When I click Fix, it takes me back to the error screen. I am stuck in this loop and cannot proceed. Any suggestio... read more

Fed and State filing rejected due to form 5695

Description of error:There is a potential issue with the calculation regarding Form 5695, Energy Efficient Home Improvement section, Enabling Property on the Federal return What needs to be done:This return cannot be filed at this time due to a proce... read more

Turbo Tax Online - Fed and State filing rejected due to form 5695

Yesterday (2/25/2026) after filing my taxes using Turbo Tax online, I receive a rejection notice for both filings indicating it was the result of a calculation issue on fed form 5695. One of the screens indicated that a fix will not be in place until... read more

All About Your State Income Taxes & Maximizing Deductions!

State tax laws may vary! That’s the biggest takeaway from this post. While many states conform to the IRS tax guidelines, at least to a certain extent, nearly all of them require some adjustments to maximize your state deductions. And, some states se... read more

It’s Tax Scam Season: Beware & Stay Safe Out There!

Scammers are smart and it’s becoming increasingly more difficult to tell what’s legit and what’s an attempt to defraud you. The first step to protect yourself against scammers is to be aware of how they operate and learn how to spot the red flags. Th... read more

Form 5695 Bug: Cost of enabling property must have a value

I'm trying to claim new windows and doors improvement costs for joint occupants using form 5695 and I'm hitting a dead end with what appears to be a bug. I enter the cost of the windows/doors, along with the respective QMID. I'm then asked, "Did you ... read more

Can anyone explain why my NYS refund is taking so long? Nobody has given me a clear answer yet and I would like to know where my money is. Accepted on 2/2

NYS website just says accepted and it’s said this since February 2nd. I already got my federal.

Can't resolve Person on the Return Worksheet (name): Enrollmentstatus must be entered

I'm using Turbotax Premier 2025 on Windows. I am married filing jointly. I have two dependents. I did the Federal Taxes section and at the end had it review my entries. As expected it found some errors. I was able to resolve all of them except this o... read more

TurboTax smart check wrong on Business ITC form 3468

Turbotax software is telling me I cannot efile and need to mail in my return because I need to fill out form 7220 for prevailing wage verification for claiming the solar low income bonus, but I qualify for the 7220 exception for system size being und... read more