Survey Questions
This Bonus Performance Rating (heavily based on metris and performance) is for being part of the top 10% of Tax Associates/Experts in TTLive.
Trajectory Changing (135%)
what is the name of the tax credit that offers relief to homeowners whose property taxes are a large percentage of their income?
New York State Property Tax Relief Credit.
You may qualify for this credit up to $7,500 under Internal Revenue Code Section 30D if you buy a new, qualified plug-in EV or fuel cell electric vehicle (FCV). The Inflation Reduction Act of 2022 changed the rules for this credit for vehicles purchased from 2023 to 2032.
Clean Vehicle tax credit
I have three letters. I read the same forward and backwards. I know you'll get the answer, I know you'll see. It's a word that is important to you and me.
EYE
This is the income threshold which a single filer's investment income is subject to the Net Investment Income Tax
200,000
This survey metric measures a customer’s satisfaction with their expert. The customer is asked to rate their response to the following statement: I am satisfied with the service [expert] provided me.
Pro Satisfaction
Which tax credit in New York is designed to assist with the rehabilitation and preservation of historic buildings?
New York State Historic Preservation Tax Credit.
If you're a low or moderate earner, you may be eligible for this refundable credit. You can generally expect to receive a minimum credit of $600, but the amount may be higher if you have qualifying dependents.
EITC
I can sizzle like bacon, I am made with an egg, I have plenty of backbone, but lack a good leg, I peel layers like onions, but still remain whole, I can be long, like a flagpole, yet fit in a hole,
snake
If a taxpayer has a carryover loss from previous years, where on Schedule D would this be reported?
Part II, Line 14 of Schedule D.
This survey metric measures how likely the customer is to promote TurboTax to their friends and family
Transactional Net Promoter Score (tNPS)
Which New York tax credit supports investments in low-income housing development to provide affordable housing options?
New York Low-Income Housing Tax Credit.
If you contributed to a qualifying retirement account like an IRA or 401(k), you may be eligible for this non-refundable credit alongside other relevant deductions. Depending on your adjusted gross income and filing status, you may receive up to $1,000.
Savers Tax Credit
This mountain range was formed by the Eurasian & Indian tectonic plates ramming into each other
Himilayas
what kind of tax system are rates higher for higher income levels?
Progressive tax system.
This metric measures the amount of feedback experts are receiving from their customers. It's calculated by dividing the total surveys received by the total eligible contacts.
Survey Rate %
Under New York tax law, which regulation pertains to assessing sales tax on purchases made over the internet from businesses that do not have a physical presence in the state?
New York Internet Sales Tax Law.
This credit can help you recoup a percentage of funds spent on solar, wind, fuel cell, geothermal, and other renewable energy technologies at home.
Residential Clean Energy Credit
This brand, named after the Religious colony settled in Pennsylvania, produces Oatmeal, Snack Bar and more.
Quaker Oats
What is the term for the process when someone converts funds from a traditional IRA to a Roth IRA, which may trigger a taxable event?
Roth conversion.
This survey metric corresponds to this survey question: Did the Customer Care Representative resolve your issue? This metric is measured by the number of Yes answers divided by the number of surveys answered in a day.
Customer Resolution
New York has tax reciprocity with these states
None (N/A)
This credit for qualified tuition and related expenses paid for eligible students enrolled in an eligible educational institution. This credit can help pay for undergraduate, graduate, and professional degree courses — including courses to acquire or improve job skills.
Lifetime Learning Credit
A detailed outline of a course of action; it's not just for architects
Blueprint
At what age can a Roth IRA holder start making penalty-free withdrawals of earnings, provided the account has been open for at least five years?
59.5