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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…
I received a notice from "FreeTaxUSA" that my returns were rejected by IRS and GA State. I was told there were problems with info about one of my employer's information. I have no idea though which employer and what is missing.
hello I’m trying to find the section where to put the information from my 1099 Tax exempt Medicaid wavier payments
FreeTaxUSA doubled my withholding in its calculations. Since I owe no taxes my refund is also doubled. I completed but didn't submit the return. Can I manually correct the FreeTaxUSA calculation and correct the error before submitting?
Hello there, I need help with the residency section for the Virginia part‑year return. My spouse and I filed a joint federal return, but our Virginia residency dates are different: My spouse lived in Virginia for the entire year (full‑year resident) I moved to Virginia partway through the year (part‑year resident) When I…
Filing MFJ federal but we had a move mid-year out of NYC to MA but at different dates. Spouse1 has 2 W2's: - NY source income from Jan to April while a NY resident (NY resident Jan1 to April 19) - MA income April 22 to Dec 31 (MA resident April 20 to Dec 31) Spouse2 has 1 W2 (non-NY source). Residency as follows: - NY…
My sister just e-filed her taxes and she didn't have to pay for her state returns, and she had to file both IL and IN. Why do I have to pay for mine? This is the first year I am filing taxes.
Hello, I am trying to file an extension for Fed & State, but the software errors out before I am able to submit. I have restarted my computer (Windows 11) Cleared all cache and browser history (Chrome Version 146.0.7680.165 (Official Build) (64-bit). I also tried Edge and get the same error message. The problem started…
I have basis in my IRA from contributions made many years ago. When entering 1099-R for IRA distribution this year, I erred entering the basis amount and FMV data. The Form 8606 was automatically calculated with this misinformation. I cannot find a way to go back to correct the basis and FMV values. I have deleted the…
I need to know how to amend my 2023 and 2024 tax returns through free tax USA from married filing separately to married filing jointly as I did it wrong those two years. I did not file through free tax USA. I need to know the steps and process because it's honestly super confusing. I'm not sure if I just file the way I…
After inputting my HSA information in FreeTaxUSA, I get a message that (roughly $950) of my HSA contributions are considered excess contributions. I was told that if you are over the age of 55, you can contribute an extra $1000 a year…which I did. The system doesn't seem to take my age into account. It seems to adjust what…
I entered $1,915 of other income on the miscellaneous page (due to an HSA excess) and nowhere else in the "other income" category. However, on my Federal Tax Summary page it shows that I have $3,830 of other income. What am I missing? Why don't those numbers match?
accept the name of the trust which was shown on the IRS Notice of Employer ID number or the name which is on the K-1. What shall I do?
Hi. Does anyone know how to calculate the requested “Gross income from all sources” for the Foreign Tax Credit Form 1116 line 3e? (Sorry, the pop-up description is too vague for me!) The answer that FreeTaxUSA automatically calculates matches my Line 1040 Line 9, Total Income. However, that amount does not seem to include…
Hi there. My family member and I have co-owned a house for a year now, and we both file our taxes as single individuals. How do we report the amount on our 1098 form properly? Do we need to somehow split the value of the deduction listed on the 1098 between our two separate filings? I imagine that’s the case but want to…
Hi. What are we supposed to put in the blank box that follows "Carryover Explanation" on FTC, Form 1116? (There do not appear to be any columns or explanations.) "Enter any Form 1116 foreign tax carryover information from 2024 or earlier. "Foreign Tax Carryover: [I will enter $1,007 as "Carryover to 2025" from my last…
Do you have to mail in 1099 B with your tax return? If so, how would you send it when filing electronically?
Under the Home Energy Credit section, I put "Yes" under "Did you live in your home with someone else who helped you pay for any energy efficiency improvements, qualified fuel cell property, or home energy audit" since I co-own the home with my partner but it doesn't give me an area to show how the costs were split and when…
This is my first time filing taxes. My federal returns were accepted, but my state returns were rejected. I confirmed that this was due to a small typo in the W-2 form. Nothing else (related to the federal returns) is incorrect. However, because my federal returns were accepted, I cannot edit the W2, only Box 16 (I want to…
I don't see "Foreign Tax Credit" under my "Deductions/Credits" menu :(
Received a W-2C after I already filed for the 2025 year, the only change on it is that it added NYPFL, DBL, nothing was in box 14 on the orginal w2. Should I amend my tax return?
Hello, My spouse passed away in February 2026, and I am filing a federal and state joint tax return for 2025. Under the personal information section of the federal tax section, I checked off that my spouse is deceased and indicated the date of death. My federal tax return is being calculated correctly and it is correctly…
I was issued a 1099 for these (tax free) payments. Freetaxusa seems to only allow you to enter w2’s (which makes no sense). Please help ASAP.
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…
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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