Investors with some huge gains and huge losses might want to consider what is called tax-loss harvesting. The right planning now can potentially offset gains for next year's tax filing. But, what is ...

If your investments went up in 2023, you may have to report those gains on your taxes. Miguel Burgos, CPA and TurboTax Live expert, has some tips. When you make money on your investments—whether it’s ...

Lisa Greene-Lewis, TurboTax expert and CPA, explains the tax advantages of creating a donor-advised fund for making charitable contributions. Watch the video above or read the transcript below. Tracy ...

As the April 15 tax deadline nears, CPA and TurboTax Live expert Miguel Burgos shares some important last-minute tax tips you don’t want to forget. Tracy Byrnes: All right, it’s that time of year. We ...

A few interesting trends emerged in last year’s tax returns that give insight into what the future may hold. Lisa Greene-Lewis, CPA and TurboTax Live expert, explains. An analysis of 2022 tax returns ...

There are several energy-efficiency tax credits that can really reduce your tax bill. Miguel Burgos, CPA and TurboTax Live expert, breaks it all down. Whether you’re buying a car or making home ...

The IRS made some pretty big inflation adjustments in 2023, affecting the standard deduction, marginal tax rate and more. Lisa Greene-Lewis, TurboTax expert and CPA, explains. The IRS made some pretty ...

There’s plenty you can do before the end of the year that could save you big on taxes in April. Learn some smart moves to help you lower what you owe. Take some tax-saving actions now as the year ...

Whether you rent out a property long-term or short-term, there are lots of tax deductions that can save you money. Lisa Greene-Lewis, TurboTax expert and CPA, explains. If you have income from rental ...

There’s a lot of buzz about possible changes coming to the Child Tax Credit. CPA and TurboTax expert Lisa Greene-Lewis helps clear up the confusion. If you’re wondering about the recent expansion to ...

If you extended your tax return in April, it’s due in October, and it’s time to deal with it. Here’s a few things to know as you gather your documents. CPA and TurboTax expert Lisa Greene-Lewis offers ...

Learn about the recent changes to tax credits for energy efficiency in your home, solar credits and credits for both new and used electric vehicles. CPA and TurboTax expert Lisa Greene-Lewis clears up ...