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Tax Planning

Happy First Day of Autumn: How to Not “Fall” Behind on Your Tax Preparation

September 23, 2019 September 25, 2019 / Elle Martinez

When my husband and I started filing our taxes, we didn’t know everything we needed to know about filing taxes. We learn more and more each year and adjust our “system” as needed, especially since I’m self-employed. With the help...

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Tax Planning

Intuit TurboTax Tip: When Do I Amend My Tax Return? Take Note of These Steps

May 1, 2019 July 10, 2019 / Elle Martinez

What if we missed a form? What’s the procedure for that? In that case we may need to amend our tax returns. For anyone who thinks that may have to do that, here is some information to help it be as painless as possible.

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Education

Intuit TurboTax Preps You For Post-Grad Life With These 5 Financial Tips

April 29, 2019 July 23, 2019 / TurboTaxBlogTeam

Congratulations, Class of 2019 — you did it! While graduation is a major milestone that should be celebrated, it is also a time to prepare, both mentally and financially, for your shift into the “real world.” As you transition into...

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Tax Planning

Your Personal Tax Prep Checklist – Check Off These Documents Before Starting Your Taxes

January 16, 2018 July 23, 2019 / Jim Wang

If you are eager to file your taxes, either because you’re due a tax refund or you just want to get it out of the way, the IRS has announced they will be accepting paper and electronic returns starting Monday,...

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Tax Planning

Real Talk Series: I’m Planning on Retiring This Year. What Should I do to Prepare for Next Tax Season?

May 19, 2017 July 24, 2019 / TurboTaxLisa

Congratulations on your decision to retire this year! I’m sure you have worked hard and deserve to enjoy this new chapter in your life. I’m so glad you asked this question, because whether you decide to travel, relax, or consult on...

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Tax Tips

How to Get Your Tax Docs Ready

December 8, 2016 July 11, 2019 / TurboTaxBlogTeam

Getting your documents in order today will help you file your tax return as quickly as possible next year.

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1099 MISC/K

Why You Should Start Prepping for Your Taxes Now if You’re Self-Employed

November 14, 2016 July 23, 2019 / Brie Weiler Reynolds

Would you like some good news about the 2017 tax season? There are three extra days to complete and file taxes! April 15 falls on a Saturday, and Monday, April 17 is a Washington DC observed holiday, Emancipation Day. That...

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Tax Planning

Tied the Knot? How to Prepare for Next Year’s Tax Savings

August 3, 2016 July 23, 2019 / Jim Wang

Getting married is one of those life events that can throw your financial plan into disarray, but financial planning doesn’t have to be daunting after marriage. People have been getting married for years. If you got married this year or...

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Affordable Care Act (ACA), Health Care

Got Health Insurance Questions as You Prepare Your Taxes? We Have You Covered!

March 21, 2016 July 23, 2019 / TurboTaxBlogTeam

Chances are you’re getting ready to file your 2015 tax return, and you may have some questions in regards to your healthcare coverage and how it relates to your taxes. How do I prove I was covered in 2015? Do...

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Tax Deductions and Credits

Taxes for Life Stages: Buying a House and Having a Baby [Video]

June 30, 2015 June 12, 2019 / TurboTaxBlogTeam

Buying a new home and having a new baby in the same year can be two of the happiest moments in a person’s life. With it comes a whole new set of tasks and responsibilities: fix the leaky sink, pay...

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