Best Of
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Re: How to add different AGI box for married filing jointly
Hello Annie, I'm sorry to hear about the rejection issues. Based on the rejection, your AGI is being accepted for the primary taxpayer, but your spouse's AGI is not matching what the IRS ha…1 -
Re: Michigan taxes
https://community.freetaxusa.com/discussion/2820/michigan-taxes Yeah, you’re definitely not alone, this has been happening to a lot of Michigan filers this year. Usually it’s just FreeTaxUSA waiting …1 -
Re: Reporting hail damage for rental property
Dear chiefsfan: You are correct in that you should not report the insurance reimbursement as rental income unless the insurance reimbursement exceeded the cost of your repairs. Any excess insurance r…1 -
Re: I have excess Social Security tax witheld as a result of multiple employers W2.
@1CE Generally, if it is the same employer, you should contact them and see if they could refund the excess amount. If they say no, that's when you would file form 843. However, if they say that…1 -
Re: Reporting NYS inflation refund
Hi AronG, Even though it may have been based on 2023, the form says 2025 and the funds were distributed in 2025. Use 2025.1 -
Re: Attaching document to Form 5329 for late RMD fee waiver
Hey @samseven. I ended up filing with Taxslayer last year — it can generate a Form 5329 for you. :) (It was fairly inexpensive and I believe I found a coupon/discount, too.) It was pretty straightfor…1 -
Re: How to report 1099-R Roth IRA distribution correctly?
Hi Dusty19! I'd like to help you get this Roth distribution reported correctly. First, do you mind if I clarify the situation? You mentioned that you had a Qualified Retirement Plan (QRP), such …1 -
Re: How to report 1099-R Roth IRA distribution correctly?
You should enter the full $23,000 as your basis in Roth IRA conversions since that amount was rolled over from a qualified plan in 2021. The basis refers to the total amount of after-tax money conver…1 -
Re: When can I file for 2025?
Hello loverefunds, You can go ahead and file your return now. The IRS doesn't start processing returns until the end of this month, so the soonest you may receive your refund would be early Febr…1 -
Re: When can I file for 2025?
Here are a couple posts that hopefully will answer your questions. https://community.freetaxusa.com/discussion/2758/irs-will-begin-accepting-2025-tax-returns-on-january-26-2026 https://community.free…3
