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The 5 Filing Statuses - Get it Right!

The first step to maximizing your tax refund - and possibly keeping the IRS at bay - is to use the correct filing status on your tax returns. If only it were as simple as choosing Single or Married. But alas, there are a whopping five (5) filing stat... read more

Jumpstart Your Taxes: Get Ready for Tax Time!

Be prepared and make tax preparation a breeze! Imagine how beneficial and stress-free it would be to not rush around last minute gathering your tax info. You can begin by making a list of what's changed since last year and gather your supporting docu... read more

Last Minute Tax Tips & Money Strategies!

The end of the year is more than just holidays, great food, and family! It’s also the perfect time to make smart money decisions, take action to reduce your tax liability and give yourself peace of mind! The following links are filled with tips and s... read more

Sold items on Reverb and eBay as personal sales, but was not enough to meet reporting threshold. How do I enter this?

I casually sold personal items on Reverb and eBay, but did not meet the reporting threshold and thus did not receive a 1099-K for either site. However… "Even if you don't receive a 1099-K, or you make less than $5,000, you still need to report all ta... read more

How to remove installed State on Mac from Turbo tax?

I bought 2 copies of Turbotax premier desk top mac - one for me living in California, and another for my son who is staying in New York since end of 2023 for work. (We filed his 2023 return in California State. We provided his State of residence for ... read more

Software not filling out form 2024 FTB 5805 (Late Penalty) correctly

After finishing my California taxes, the Summary showed a late penalty for underpayment of tax. I was careful to be sure I withheld at least 110% of what my 2023 tax amount to avoid this penalty so I was surprised. Checking Form FTB 5805 I see that T... read more

Turbo Tax 2024 bought on Amazon and can not download

Purchased from Amazon Turbo Tax Delux Federal and State 2024. Try to download and it turns it into a file that can not be open. Looking for help!

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Help to do my taxes

Dont have 1095-A

Hello all, so I have an appointment tomorrow to finish my taxes due to not having my 1095-A on hand. I do not recall getting one however. I didn't get health insurance through GetCoveredNJ nor did I get it through the Health Care Government site. I d... read more