Just realize this year while getting ready to file that I couldn't contribute to my Roth IRA on 2025. I have had the excess ang gains returned. How can a declare my gains this year since I haven't file my taxes? Is there a way to do this to avoid any amendement. Fidelity will send a tax form until next year. Thank you.
Could someone please help me with the Student Loan Interest Deduction? I can see it under the Deductions tab, but it is grayed out and without a check mark next to it. Is it not accessible? I'm sure I did it last year. Thanks in advance
I uploaded a 1099 composite from Fidelity that contains a mix of transactions, some of which are ESPP sales and others that are unrelated. I need to adjust the cost basis of the ESPP sales because the 10% ESPP discount was already added to my w2 taxable income. However I'm not able to find a way to edit the cost basis of…
I am currently an online student at Grand Canyon University, and have its costs taken care of by financial aid loans and have received a stipend check for the leftovers. So I am wondering, does the amount of the student stipend checks have to go on the tax forms? And what types of Student Loans/financial Aid are required…
Hi everyone, I have a few questions regarding the 1099-K form I received from eBay. This is my first time having to file anything besides a W2 and I'm having some difficulty. I used to collect anime figures/dolls in my 20s but have since outgrown it and am trying to offload most of my collection. I sold from February 2025…
I filed married joint for 2024. This year I need to file married separately. My husband is listed as primary tax payer. The information for switching taxpayers on the site is confusing. It says to keep husband's name as taxpayer then go through and delete all his information then revert it to my name. But there is no way…
We have a just turned 21 full time student that’s been living with us due to a falling out with her family. She works several jobs. She is looking to file her taxes and get her refund, but we know her mom has filed her own taxes claiming her as a dependent. How does she proceed?
As part of an IRA rollover processs (rolling into 401k) I initiated in end of 2024/early 2025, I’d earned a small amount in interest that got disbursed to me as checks (two separate disbursements) that I ended up depositing in my checking account, which I believe should end up counting as an early withdrawal. However, on…
Typically, his taxes have been done by someone but I was hoping your program will make it easier on him if we do it with you. We are his guardians so we sign for him, his check is put into an ABLE account for his future. The information I would give you would be his W-2, his SSA-1099, Form 5498-QA ABLE Account…
Hello, I have three W2 all Difficulty of Care Payments 1-Box 1 zero, Boxes 3,4,5,6 SSWages, Medicare Wages, SS Wages withheld, Medicare Wages withheld. Box 12A Gross 401K withheld, Box 14 FLI,NJUI, WF, SW. No State Taxes deducted. 2-Box 1 $465, Box 2 $9.38, Box 12A code II $5,745.00, Box 16 $465, Box 17 $5.82. 3-Box 1…
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