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Employee Tax Expert

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Employee Tax Expert

CPA, Esq, LL.M (tax)

Employee Tax Expert

Enrolled Agent with 46 years of experience in all phases of tax

Employee Tax Expert

Enrolled Agent, Tax Expert 10+ years.

Trending Discussions

Turbotax 2025 not ready to be used !! on Dec.2025

I brought Turbotax 2025 online on 11/30/2025 and thought I can pre-plan on my tax return before 12/31/2025 in case I need/can do some tax/income adjustment.After install onto my PC, I am really disappointed that the software is NOT ready to be use at... read more

Turbotax Deluxe 2025 Forms Availability

I just finished installing Turbotax Deluxe 2025 with no problem. In the past I have used Turbotax quite effectively to help with estimating end-of-year tax decisions, BUT last year AND this year the forms availability has made it impossible to do thi... read more

Apparently there’s a lawsuit against turbo tax . When will we get the 2,500.00?

Cant install Turbotax 2025

I use TurboTax Advantage.Never got the email that TurboTax 2025 was ready to install. Website showed the error message 'We're hitting a snag, but we're working fast to fix it. Please try again later.'Customer service was able to order it by phone and... read more

Turbo Tax Desktop - Please keep it

I read that the future of TurboTax is online only? Please do not eliminate local installs for TurboTax. In an increasingly online world, the ability to keep data stored locally and privately is more important than ever. Installing TurboTax is not a h... read more

Tax-Related Identity Theft: What Should I Do?

Identity theft is real, unfortunately. For some people, concerns about possible identity theft and security start to grow when a tax filing is rejected due to a social security number. Often though, an e-file reject is simply caused by a typo or a de... read more

Where is 1099-B?

I've used TurboTax every December for the past 30+ years to do estimates, experiment with what-ifs, and do end of the year financial transactions to optimize what I must pay in taxes.I'm disappointed that the Step-by-Step is not available for qualifi... read more

Error in 2025 Premier Pax Payments form. It shows my total 2024 state tax estimated payments, all made in 2024, on line 22, "2024 Estimated tax paid after 12/31/24". ?

I realize it's early days for 2025, but this looks like a bug, please fix.

What Tax Records Do I Need to Keep & for How Long?

It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types of documents. For example, if you have a business or i... read more