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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…
Can someone please advise me where I can find the dollar amount (if needed) to this one question the tax software is asking me. I live in Massachusetts and my taxes with my IRA deductions. were withheld from my IRA account in 2025. "The potential Massachusetts taxable amount of IRA distributions from your federal return is…
Can someone please advise me where I can find the dollar amount (if needed) to this one question the tax software is asking me. I live in Massachusetts and my taxes with my IRA deductions. were withheld from my IRA account in 2025. Thank you! "The potential Massachusetts taxable amount of IRA distributions from your…
Hello I need help on how to report this please. I previously had around $1120 in funds sitting in a Roth IRA account. My first contribution was in 2020. Before I did a withdrawal on this account, I did something separate. In June 2025, I converted roughly $1579 from a former 403b plan (that was after tax) and transferred…
I have been waiting on my state refund for weeks now. I saw that it was issued on the 10th and if i didn’t receive it on the 10th day, to call to check the status of my refund. it has been 16 days and when I called, they told me that i did receive my refund but its not in the account i put in for it to be deposited into. I…
On various threads on the internet it's discussed how FTU supports state-exemption for 1099-DIV but there is no option for 1099-INT via interview questions. The "trick" that TaxAct and others recommend is to modify box 3 to accommodate the agency bond interest (assuming you have an agency bond that is state-tax exempt!).…
I lived and worked in PA all year. I got married in the spring. My wife lived in Ohio until the summer before moving in with me, so we now both live in PA. She earned income in Ohio, but has not earned income since moving to PA. We are filing married jointly for the federal return, but I’m unsure on how to file for Ohio…
Hi everyone, I’m using FreeTaxUSA and need guidance on an edge case involving backup withholding with no 1099 issued. My situation: The BIZ bank account is for a single-member LLC (disregarded entity) The account is opened under my EIN only (my SSN is not on the account) I received a $400 bank account bonus The bank…
As subject says, wife has a very small home business that she does pay quarterly sales tax for on her sales. She has $2,068 in expenses, and $2,037 in sales. How do I enter this on FreeTaxUSA?
Interest from (some) US Agency Bonds are exempt from state taxation. An example is Federal Home Loan Banks, FHLB, which is exempt from all state income taxes. However, interest from these bonds is reported on 1099-INT in Box 1, rather than Box 3. Therefore, this interest is treated as taxable in the state module by…
I got married in August 2025. I live in TX and spouse lives in MN. We did not live together or transfer earned income in 2025. Do I need to complete form 8958? If I do complete it, does my spouse need to? We are filing married filing separately.
My father passed away 3 years ago. When he passed, we filed a joint return for he and my mother and listed him as deceased. In January 2026, my mother passed away. She was retired and her only income was social security, my fathers pension and interest from bank accounts. I know I need to file her 2025 return but do i need…
CCustomet service needed for an security issue
My screen show the pdf but nothin happens. What's up
My 25 return keeps getting regjected because AGI is wrong. Well AGi is right. So now what? I don't have another AGI on line 11….it is correct. I already paid FreeTaxUSA to file so now I'm ****.
Form 1116 (Foreign Tax Credit) and Form 6251 (Alt. Min. Tax) are not available for me to preview. Both forms are applicable for me. How do I know if the forms will, or will not, be generated?
Married Filing Jointly, living together in MN. The husband has a salary (W-2) and the wife works remotely and receives a salary from the CNMI/US Territory (W-2CM). Can we e-file using FreeTaxFile? What other forms are required besides the 1040?
How do you enter the mileage for going to a charity to donate items?
I drove for Uber in 2025 but I did not receive a 1099‑K or 1099‑NEC from Uber, likely because I was below their reporting threshold. However, I do have an Uber “Tax Summary for 2025” that shows: Gross trip earnings, tips, incentives,reimbursements/tolls/fees),uber service fee. Should I skip the 1099‑K section and enter all…
Hi I'm sure this has been asked many times. I sold my entire non-Roth portfolio last year. My 1099 Composite shows this… Total short-term realized gain/loss cost-basis reported (445.29) Total long-term realized gain/loss cost-basis reported 12,969.01 Total long-term realized gain/loss cost basis is available but not…
I have a question. I am a teacher and I often spend a summer or a semester teaching outside the country and away from home. During the time I am away I usually rent out my house as a furnished apartment. I think when I first did this in 2009-2010, I converted from personal use to rental in summer 2009 and then from rental…
why is the child tax credit not added to my refund when I am well below income guidelines. I’m getting back half what I did last year
Hello, My grandson is living with me all year. He USA citizen, and is full time student at University. FreeTax Community didn't allow me to select Full time student status, so not to limit income test of $5,200. He made close to $6K in 2025. Why is FreeTax not allowing me to select full time student for my grandson?
I have used FreeTaxUSA for several years, and love it. But today for the 1st time, I'm having trouble signing in. I keep getting a 404 Error when I sign in. I even changed my password as the site suggests, my signon is still the one I have always used (double checked), and I am still getting the 404Error message. Anyone…
I own a rental property and paid for contract labor during the previous tax year. I have already filed the required Form 1099-NEC with the IRS. However, I am having trouble updating Schedule E, Part I, Line A. Specifically, I need to check "Yes" to the questions regarding whether I made payments that required the filing of…
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…
Is there any reason I should create a LLC for my freelancing? Is there a certain amount of money I should be making annually before this makes sense? I know a lot of people create an LLC when starting a small business, but I don't fully understand why.
With the OBBA and the new overtime deduction, how do I properly calculate the half amount of time and a half overtime? And where would I find the information on my forms?
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