Hello, I would appreciate some advice on my situation. Filing Status: Married filing jointly Husband earned ~80K, full-time resident of NYC, spent 19 days in CA throughout 2024 visiting family. Spouse earned ~97K (Company is based in CA), lived 70 days in CA until 3/2024 then moved to NYC for the remainder of the year.…
My mortgage was sold to another and when I enter both 1098 my return decreases dramatically. The amounts from each are slightly different as well. I shouldn’t be penalized, I didn’t ask for our mortgage loan to be sold! Thanks for any help!
This is my first year using Free Tax USA and I had a question about how to enter my charitable donations. In the past I've used TurboTax and been able to enter multiple items into one donation. Is there a way to do that with Free Tax USA or do I have to enter each item individually? Also I definitely don't have any of the…
I haven't earned an income in a few years and meet all the qualifications for my partner to claim me as a dependent. We have lived together for decades and he has been supporting me the last few years but all of our financial accounts are joint/shared (in both our names). He hasn’t claimed me before, as we thought it only…
I already filed for 2024 with the HR Block tax software. However, I think I missed out on adding in the health insurance premiums I paid throuh ACA. Can ACA premiums for a self employed sole proprietor be written of on Schedule 1, line 17? I paid $22,327 in premiums and got $779 in tax credit which I had to pay back…
While doing my taxes in FTU, it was brought to my attention that I made excess contributions to my HSA. In total, $642 was in excess. When running through to prompts it asks "Did April take an HSA distribution in 2024?" Technically, no but it is prior to the filing date that the excess was caught and rectified. The check…
My son started college this summer. We got a 1098-T from the college. Where do I enter this information?
Hello, I did not take the itemized deduction in the first year (2021) I purchased my home (primary home) since the standard deduction was more beneficial. Instead, I am amortizing the points paid. I entered the mortgage interest information from Form 1098 (2024) in the "Your Mortgage Interest" screen and selected the…
I received a Form 1099-MISC for $5,000 as a lemon law settlement related to a defective personal vehicle. This amount was reported in Box 3 of the 1099-MISC. According to IRS guidelines, this type of settlement is non-taxable if it simply reimburses me for a loss and doesn't exceed my original cost — which is the case…
how do i add a home energy credit to my return
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