Create a free account or sign in to ask a tax question. Experts typically respond within 24 hours.
Contributed by: TriciaD, FreeTaxUSA Agent, Tax Pro For many employees, the annual arrival of W-2 forms signals the start of tax season. While most people focus on wages, federal income tax withheld, and social security details, Box 14 often stands out as a source of confusion. What do the codes in Box 14 mean, and how do…
Contributed by: CoryF, FreeTaxUSA Agent, Tax Pro You’ve heard about the new ”No Tax on Overtime” deduction from the One Big Beautiful Bill Act (OBBBA), and you have your 2025 W-2. Now you’re wondering what this deduction means for you and how to apply it to your tax return. This article will help you understand the…
Contributed by: PhillipB, FreeTaxUSA Agent, Tax Pro Not receiving your tax refund when expected can be extremely frustrating. To make the issue worse, the IRS is not very clear as to why your refund is taking more time. While FreeTaxUSA doesn't have any control over IRS refund processing, we can provide some ideas on why…
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This new law extended and replaced the Tax Cuts and Jobs Act (TCJA), which was set to expire at the end of 2025. The OBBBA takes effect from 2025 through 2028. You may be wondering what…
Contributed by: AndyS, FreeTaxUSA Agent, Tax Pro The One Big Beautiful Bill Act (OBBBA) passed this year and will introduce several tax law changes, affecting 2025 tax returns. One of these changes is the child tax credit (CTC). Many taxpayers with dependents find a lot of relief with the child tax credit on their tax…
Contributed by: MatthewD, FreeTaxUSA Agent, Tax Pro With the introduction of online brokerage accounts and apps for smart phones, more people are investing in the stock market on their own. The statement you get from your brokerage company will likely be a composite or consolidated statement and will have several 1099…
Contributed by: RachelR, FreeTaxUSA Agent, Tax Pro and Henry, FreeTaxUSA Agent, Tax Pro This article applies to 2024 and later. The basic example assumed both the traditional IRA contribution and the Roth conversion step happened in the same year (for example, both events happened during 2024, for the 2024 tax year).…
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro The sale of an inherited home is a significant event that comes with its own set of tax implications and requirements. Understanding how to correctly enter Form 1099-S from a sale is crucial for accurate tax reporting and compliance. Information required to report the sale…
I recently filed my late 2022 Self employment tax return for a refund. I still need to file my daughter's 2022 income tax return for her refund, can I just use my account that I already paid for the upgrade? If yes how do I start a fresh 2022 file for her
I just got offI just got off the California Franchise Tax Board and they said that my refund is being sent to an account that is not on file probably the account that I used with Free Tax USA to pay for my fees that was done on the 15th deposited into whatever Green Dot account I guess and now it is the 17th and I need my…
I have filed my state tax return but did not have the 2026 proposed property tax information. Now that I have it I don't know how to get back into the program to enter the information so that I can complete the homestead credit form 1MPR. Please help. Thanks
For 2025 I had a HDHP (necessary for an HSA) from Feb to Dec. I should be eligible for 11 months of HSA contributions unless the "Last-month rule" and it's "testing period" are passed which in my case, they aren't due to not having a HDHP the following 12 months. I tell the software I had no coverage Jan, but no matter…
My partner and I are registered domestic partners in CA. We individually filed federal tax returns. We then filed a joint CA tax return through FreeTaxUSA, as we read that is what we were supposed to do. However, FreeTaxUSA does not allow the option to unselect sending the federal return. We already sent our separate…
Hi, I owed federal tax and scheduled a bank debit for April 13th. Based on my account statement, the debit hasn't gone through. Should I wait for the debit to occur or cancel the request and pay IRS separately?
I have a single K-1 form with multiple rental properties and Passthrough entities listed in the SECTION 199A INFORMATION, BOX 20, CODE Z, like below: Rent - Property 1 address RENTAL INCOME (LOSS) -****. UNADJUSTED BASIS OF ASSETS xxxx. Rent - Property 2 address RENTAL INCOME (LOSS) -****. UNADJUSTED BASIS OF ASSETS xxxx.…
How do I check that box on the 1040 that my dependent is a full time student? I have gone back to the Personal Information section and edited the dependent but that is not a question there.
I bought an energy star door and had it installed. Where do I enter it? The options are only for qualified solar electric, qualified Solar heating, qualified small wind energy and qualified geothermal heat pumps. What does an energy efficient door go under???? I don’t want to put in the wrong place but I don’t wanna miss…
What documentation, if any, will the IRS likely require now if a single Form 8606 was filed in 1989 for TY1988 documenting traditional IRA (tIRA) basis (non-deductible contribution); no additional 8606’s were ever filed; but distributions began for TY2024 without a TY2024 8606 form filed? Have been assisting my parents…
I work multiple jobs and didn't keep track closely enough and ended up contributing like ~2k more than the limit in 2025 for 401k contributions. Since taxes are due in 1 day, I'm assuming it's too late to ask for a distribution so I'm not sure what to do now. I read through…
How can I enter in multiple 1099-SA forms. I have amounts in box 1 for both forms. Do I add the amounts and put it in when it asks for box 1. Where do I enter in earnings on excess contributions for 1099-SA. I saw that on free tax usa it didn't ask for box 3 or box 4 is that ok? One of my forms has a normal distribution…
I have recently filed my tax return via Free tax USA. Now I need to file a different 1040 return of my family members. Can I use the same email id which i have used already to create a new account profile for my family members?
I am going through the HSA questions and I've selected this scenario for the HSA questions: 2025 tax year: January - May: HDHP self-only coverage June-Dec: No HDHP coverage 2024 tax year: January - December: HDHP self-only coverage However, the software is flagging that I am in violation of the last month rule and need to…
I received some advice to use my Roth IRA as a savings account (I'm not retired) so that my funds can be invested and not sitting in the bank, as long as I don't withdraw any growth that those funds had. This past year I needed a chuck to make a larger purchase and took it from my Roth. I took out an amount less than I…
Take a quick tutorial to learn how the FreeTaxUSA Community works!
View all the available categories, and dive into a topic
