Scenario: W2 Income for Q1 only (retired for example; Dividends, Stock sells, and Roth conversion for Q4. Estimated tax payments are very small for Q1, Q2 and Q3 with 90% of the estimated payments happening in Jan covering Q4. You slightly overpaid in either withholding or estimated taxes and are due a small refund - let's…
Why does a return have to be Paper filed with carryover adjustments on Form 1116?? In the past, I had to remove the carryover just ot efile
I see that I’m able to efile my 2023 return if I obtain an IP PIN. Does anyone know if only the primary taxpayer that’s doing the return needs to get one or does my spouse and dependent need one too?
Can i still use the same email for several accounts ? I tried to create one and its telling me that I already have another account with that email. thanks
Hi Tax Experts, I’m looking for clarification on how to handle the Amazon Vine program for my tax return. Participants receive products in exchange for reviews, and I’ve received a 1099 form for the fair market value of the items. The confusion lies in how to classify this activity: Is it considered a hobby or something…
last year I filed our tax return as married filing separately (MFS) for me and my husband. For 2024, I would like to file it as married filing jointly. Can I use my account? Or should I open a new account instead? Thanks!
I withdrew the excess roth ira contribution after 4/15 deadline but before the extension. Fidelity does not issue the 1099R until the following year February. In the 1099R screen, I attempted to report the taxable earnings on the withdrawal but I am required to fill out the employer details. Can I report the taxable…
I like to make interim printouts of my return to compare to prior year's submitted return as a preliminary check. After I convince myself that the new return is accurate, I efile and then print the return as submitted. Are preliminary printouts possible in FreeTaxUSA? I file federal taxes only.
Hi all, I need to amend two previous federal/state returns because they were filed by a preparer who made some mistakes. Based on the instructions I'm seeing, if I want to e-file the amendment, then I need to exactly replicate the original return first. I don't know if this means that I need to make sure all of the math…
I have an airbnb rental. My average rental days is less than 7 days and I actively participated in the business. I read up on airbnb reporting guidance that I should report my rental activities on Schedule E. However, when I use schedule E in FreeTaxUSA, it's default to be passive income. What do I need to do to make it…
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