About RogerD1

Employee Tax Expert

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I am in my 13th season as a tax professional and my 10th season as an enrolled agent

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Re: How do you adjust taxable amount of soc sec benefits? According ...

Yes, there will be a Social Security Benefits Worksheet that is part of your forms. It will have a box at the top that will be checked if you are a resident of ...

RogerD1

Updated Mar 27, 2026
Re: Should I mark the box "you were a resident of a reciprocal state...

Yes, it seems likely that you should check that box - is that in the New Jersey return section? Pennsylvania and New Jersey has a "reciprocity" agreement where...

RogerD1

Updated Mar 27, 2026
Re: what to enter " Tell us more about your exempt-interest dividend...

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives a...

RogerD1

Updated Mar 27, 2026
Re: Can I talk to a specialist

This Community forum can address questions that are submitted in writing. If you want to contact an expert by phone, please check out How do I connect with a ta...

RogerD1

Updated Mar 27, 2026
Re: Roth IRA non taxable distribution is being added to my NY tax re...

This should not be taxable to New York - where are you seeing this show up on your New York IT-201 - is it on line 9 or 10? Are there other taxable amounts of 1...

RogerD1

Updated Mar 27, 2026

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Date Registered	‎January 6, 2026 9:52 AM
Date Last Visited	Friday
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