Not sure if I should go to Quora or another bowl for the proper forum but I’ll start here. I am not from the US and taxes overwhelm me; the first few years I did them with TurboTax and it was fine but then I entered a domestic partnership and had a baby. I also bought a house (that I don’t live in), so I went to H&R Block to give it a try assuming they could advise me on optimizing my return, it seemed that they are completely transactional as the person is just typing numbers in a form (cont…)

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Your situation doesn’t too complicated, you can definitely still use turbo tax, do you have specific questions?

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In a form (just like I do in TurboTax). Does anyone have recommendations on how to navigate taxes with a real advisor?

You need to find an actual advisor with good reviews in your area. Ask friends for recs. Someone at your office prob has someone good

Despite what the TT and H&R Block industry want you to think there isn’t a ton of optimizing that can be done after the year is over.

TT software should be able to handle pretty much anything individual.

Pwc1 I guess I do, not sure if my SO should claim our baby and get the benefits or should I (her TC is about half of mine). I’ve heard that the person with highest income should but she’s getting $300 a month that I guess I wouldn’t get.

Also what should we do with my AZ house, does it benefit me from a tax perspective?

SO should claim child as the expanded credit starts to phase out at 75k single so should get the full amount or very close.

Interest can be deducted if you itemize up to 750k of mortgage and property taxes can be deducted up to a SALT (inclusive of state income taxes) limit of $10k per person. This may be increased by a bill in the senate.

Try besttaxfiler - have been utilizing for the past 2 years and they are pretty awesome. Cheaper as compared to other firms. Dm for referral if you need help!

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Hi Sharks,

Need a suggestion : 
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New tiny baby emerging 🥰🌱

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likeupliftinghelpful

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