For 2025 I had a HDHP (necessary for an HSA) from Feb to Dec. I should be eligible for 11 months of HSA contributions unless the "Last-month rule" and it's "testing period" are passed which in my case, they aren't due to not having a HDHP the following 12 months. I tell the software I had no coverage Jan, but no matter…
How do I check that box on the 1040 that my dependent is a full time student? I have gone back to the Personal Information section and edited the dependent but that is not a question there.
I work multiple jobs and didn't keep track closely enough and ended up contributing like ~2k more than the limit in 2025 for 401k contributions. Since taxes are due in 1 day, I'm assuming it's too late to ask for a distribution so I'm not sure what to do now. I read through…
How can I enter in multiple 1099-SA forms. I have amounts in box 1 for both forms. Do I add the amounts and put it in when it asks for box 1. Where do I enter in earnings on excess contributions for 1099-SA. I saw that on free tax usa it didn't ask for box 3 or box 4 is that ok? One of my forms has a normal distribution…
NIIT Net Investment Income Tax link is missing from Fed Return Misc dropdown Any changes made to Net Investment Income Tax don't get applied Net Investment Income Tax (NIIT Form 8962) screen is missing from the Misc dropdown and does not show up during the Misc steps. The only way I can access this screen is from a yellow…
Hi, I'm having trouble figuring out how to properly input my rental property sale situation into FreeTaxUSA software. I had a rental condo that I rented from early 2021 to late 2024. Once the tenants moved out in late 2024, I no longer rented, I started prepping it for sale. I sold it in late-March 2025. I also depreciated…
I made $7000 contribution to my Roth IRA in June 2025. Now while preparing to file the tax return, freetaxusa is showing me that I have an Excess Roth IRA Contributions. I checked with custodian (Fidelity) and they have option which I can use to withdraw excess contribution. They also provide he calculation for earnings…
I'm currently enrolled in an HSA from my employer but its not invested so its not making any interest, its just cash sitting in my account. I do see that's its made only 5 cents in the last 6 months of 2024. When filling out my CA taxes for 2024 I'm at the screen where its asking for any interest, dividends or capital…
I am a Chinese citizen and the US-China tax treaty says I don't have to pay taxes if I receive scholarship. Should I just not put it anywhere on the form, or should I input it as positive income and then negative income somewhere on the "other income" section and state the tax treaty benefit? I don't have a W-2 form.
I opened an IRA account late 2024 and had contributed for 2024 in 2025. I haven’t moved 6000 of my contribution as I was still trying to figure where to invest it. As i was filing my 2024 tax return I found out i contributed in excess and withdrew the excess from IRA account before filing my 2024 tax return. I realize as…
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