Best Of
-
Re: CA Domestic Partnership Filing
Hi boboisjoe, You don't need to worry about the pro forma federal return being submitted. Here's how the process works after you pay: After completing payment, you'll continue to a &qu…1 -
Re: Multiple W2s for the same states from the same employer...?
Hello sdowney, If you have multiple states for the same employer, select "Add a State" at the bottom of the W2 entry screen. You'll enter Boxes 15-17 separately for each state, but all…1 -
Re: Consolidated 1099-B, Noncovered securities, cost basis how report
Hello user91872, Generally, the way RSU's are reported, you need to make an adjustment to the cost basis because it is usually reported as 0, even though that is not the case. I'm going to …1 -
Re: unable to e-file because of 1095-A
What does "I only had health insurance for part of the year" mean? Did you purchase health insurance through an Affordable Care Act for ANY month in 2025? If so, then you should have receiv…1 -
Re: Do I report Social Security Benefits for a deceased spouse?
If you received a Form SSA-1099 with your Social Security Number and a dollar amount in the pink box (box 5), you have to include that amount on your tax return. The amount of Social Security that�…1 -
Re: IP Pin Rejection
https://community.freetaxusa.com/discussion/comment/7489#Comment_7489 Yes, FreeTaxUSA Customer Support. A support agent can tax a look at your account and perhaps help you out.1 -
Re: Unable to upload consolidated 1099
Doesn't the 1099 have summary totals for all of the four categories (if applicable)? Just use those numbers. You're more likely to have mistakes when you upload.1 -
Re: Unable to upload consolidated 1099
You don't need to enter everything. For your trading transactions, lump everything into four categories: Long-term, basis reported to IRS, Short-term basis reported to IRS, and the same for LT a…1 -
Fiduciary Tax Forms
Does FreeTaxUSA support Forms 1041 plus State Fiduciary Returns? Thanks1 -
Re: How do I handle recharacterization/withdraw of my excess Roth IRA contribution if I filed already
Hello Dough, You will need to amend your tax returns to report the recharacterization. You do not need to wait until you get your 1099-R to report it. You can do it now if you have all the necessary …1
