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…
Is there a site for Massachusetts - where I can obtain a 1099-G, I cannot get into the ID Me for DUI
Family member did periodic project work for an employer during 2024 who offered health insurance without guaranteeing any work or hours. Received a 1095-C with a few months coded 2F, the rest are 2E (not a full time employee). Enrolled in Marketplace for all 12 months of 2024. The months in issue were those that he worked…
Hey all, I was being overzealous and maxed out my contributions to both the 2024 and 2025 years. I am currently a student who utilized extra scholarship money that I had stuffed in a savings account to make those contributions (i.e. I have no reported earned income). I was not aware that I ineligible to make these…
On December 31, 2024, I contributed the max to a traditional IRA ($7000). In early January 2025, I bought 25 shares of VTI in the IRA using that money. I thought I was within the income limit for contributions because in 2024 I had $0 W2, however, I had over $146,000 in stock options proceeds which I later realized (after…
Also, if I have the exact income details from the IRS transcript, is the 1099 tax ID still required? new sugguest.
When doing my federal return at freetaxusa.com, one question is simply "Enter the total amount of sales tax you paid during 2023" and I don't know what to put here. Everything I read says to use the IRS Sales Tax Deduction Calculator. https://apps.irs.gov/app/stdc/ The calculator asks if I bought a house in 2023. We did,…
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