Hi everyone, first time poster. I am working on filing my taxes and I have three different 1099-R forms. One is from a distribution that I got direct deposited to me, and the other two were direct rollovers to retirement plans with my new employer. That being said, for the direct rollover into a new retirement plan, it…
My return keeps being rejected by IRS saying that the social security numbers and the names do not match. I have been filing the same information for more than 10 years. The only difference is my oldest was on my return last year and I wasn't including him this year. I was not going to include him this time, but because…
Unfortunately, out of convenience and naivety, I filed my taxes with Cashapp, however, I made mistakes and forgot to add a number of deductions and expenses because this is my 1st time as a gig worker. I want to know if I can download my returns (PDFs) from Cashapp, import them into FreetaxUSA, and do an amendment to my…
Hi, I got a 1098-T form in addition to a W2 as a grad student, however the amount of money on the 1098-T Box 1 (Payments received for tuition) is less than Box 5 (Scholarships) because my health insurance is also paid through a scholarship. Is the difference between the two considered additional income, and am I taxed on…
On the freetaxusa form there's the business income schedule C section, after I entered the information it asks "Does this person customarily and regularly receive tips from this job?", for rideshare apps I do, but for this year does tips count as deductions? On my 1099-k I have a breakdown of total wage, tips, and base…
I am still working with a lot of my 12% bracket available for Roth conversions. I did a large Roth conversion in August of 2025. I paid an estimated tax in August to cover the conversion. This will require a penalty because I didn't pay the taxes evenly through the year. It should be considered uneven income so I need to…
Hello I just wanted to see if this is something I need to correct or if its right as is. I have two jobs both located in the same county but different from the one I live in. My full time job has my locality name as Boone, the county I live in, but the other w2 has the locality name as Marion, the county I work in. Should…
I received a W2, 1099B and statement of taxable income. The information on the statement of taxable income says this was received as a result of Restricted Stock options but also says its possible to receive for Incentive Stock Options. I am trying to figure out which option it is. The amount of stock reported as income in…
I purchased a house in 2025 and paid for points on my purchase. My bank immediately sold the mortgage to another company so I received two form 1098 for the year. Both 1098 forms have the same amount entered in box 2 and in box 6 for points paid on the purchase. Do I enter the amounts in boxes 2 and 6 in only one 1098 when…
Divorce was finalized in 2002. I was offered/received a maintenance/alimony settlement in 2025. Would I receive a 1099? Do I pay taxes on this?
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