TurboTaxLisa

Lisa Lewis is a CPA and the TurboTax Blog Editor. Lisa has 15 years of experience in tax preparation. Her success is attributed to being able to interpret tax laws and help clients better understand them. Lisa also has been a TurboTax product user for many years and understands how the software program works. In addition to extensive tax experience, Lisa also has a very well-rounded professional background. She has held positions as a public auditor, controller, and operations manager. Prior to becoming the TurboTax Blog Editor, she was a Technical Writer for the TurboTax Consumer Group and worked on a project to write new FAQs to help customers better understand tax laws. She could also be seen helping TurboTax customers with tax questions during Lifeline. For Lisa, getting timely and accurate information out to customers to help them is paramount.

Tax News

IRS Opens E-file on January 23: Get A Jump on Your Tax Refund

December 9, 2016 August 23, 2019 / TurboTaxLisa

The IRS will begin accepting e-filed tax returns on Monday, January 23, 2017. You can get started now and be first in line for your tax refund: TurboTax will begin accepting e-filed returns starting Wednesday, January 4 and will securely hold them...

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Tax News

Facts About the PATH Act: New Law Requires IRS to Hold Some Refunds Until Feb. 15

November 16, 2016 August 23, 2019 / TurboTaxLisa

The Protecting Americans from Tax Hikes (PATH) Act, signed into law in December 2015, requires the IRS to hold tax refunds that include Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC) until February 15, 2017. The new...

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Tax Planning

Real Talk Series: I lost my job this year. What do I need to know before filing my taxes?

November 2, 2016 December 20, 2016 / TurboTaxLisa

Q: I lost my job over the summer. Do I need to report anything differently on my taxes this year? A: I’m sorry to hear about your loss of employment this year. Losing a job can really set you back...

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Health Care

Open Enrollment Starts Today: 5 Things to Know

November 1, 2016 / TurboTaxLisa

Open Enrollment for 2017 health insurance begins today! Most Americans (8 out of 10) already have health insurance either through their employer, private health plans, Medicaid, Medicare, or other government plans. If you don’t already have health insurance, here are...

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Tax Planning

It’s Hurricane Season! Here’s How to Safeguard Your Documents from Natural Disaster

October 24, 2016 September 7, 2017 / TurboTaxLisa

Hurricane Isaac struck the Gulf Coast this week and although it was downgraded to a tropical storm, it is still causing devastating floods in Louisiana and Mississippi. With hurricane season upon us, do you know what you would do if you lost important documents like your tax records and how to safeguard them? Here are helpful tips to help you safeguard your records.

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1099 MISC/K, Self-Employed

I’m Newly Self-Employed: What is Cash Basis Eligibility?

October 14, 2016 November 8, 2016 / TurboTaxLisa

If you are newly self-employed you may have heard the terms cash basis method of accounting versus accrual basis and may be wondering what cash basis eligibility is and how you should be accounting for your business income and expenses....

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Tax Deductions and Credits

Goodbye Shorts and T-Shirts, Hello Boots and Sweaters! 4 Ways to Save While Switching Your Wardrobe

October 11, 2016 June 5, 2019 / TurboTaxLisa

It’s hard to believe it’s time for the weather to cool down and to say goodbye to shorts and tank tops. Along with the weather change comes a time when most people begin to dive in and start making room...

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Tax Deductions and Credits

Real Talk Series: Do My Cancer Treatments Affect My Taxes?

October 7, 2016 June 5, 2019 / TurboTaxLisa

Q: I was diagnosed cancer with this year, and am currently receiving treatments. Will this have any affect on my tax situation? A: I am sorry to hear about your diagnosis, but hopefully this information will help you. If you have...

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Income and Investments

Real Talk Series: Do I Have to Report a Home Foreclosure on My Taxes?

September 14, 2016 July 19, 2019 / TurboTaxLisa

Q: Earlier this year, the bank foreclosed on my home. How do I report this on my taxes? A: Unfortunately financial crisis can happen in your life that can’t be avoided, but if you experienced a foreclosure, short sale, or...

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Tax Planning

Real Talk Series: My Mom Died This Year. How Do I File Her Taxes?

August 15, 2016 December 20, 2016 / TurboTaxLisa

Q: My mother passed away earlier this year. As her main caregiver, I will handle filing her taxes next year. Do you have any tips on how I would go about this? It would be great if this process could be as easy and painless as possible. ...

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