Hello All, My wife and I got married December 20th, 2025. While engaged/dating, we both lived in Ohio, but we lived in different school districts. It doesn't seem that FreeTaxUSA supports two full-time residencies in different school districts if you are MFJ. Since she didn't move in with me until January—after the…
This is my first time filing taxes. My federal returns were accepted, but my state returns were rejected. I confirmed that this was due to a small typo in the W-2 form. Nothing else (related to the federal returns) is incorrect. However, because my federal returns were accepted, I cannot edit the W2, only Box 16 (I want to…
Received a W-2C after I already filed for the 2025 year, the only change on it is that it added NYPFL, DBL, nothing was in box 14 on the orginal w2. Should I amend my tax return?
Hello, In recent years FreeTaxUSA was not able to attach Form 1116, the Foreign Tax Credit form, to my Federal Income Tax Return Form 1040. Namely, as per Form 1116 instructions, even though my foreign tax credit was related to interest from a CD in a foreign bank, since I do not receive a qualified payee statement from…
I’m trying to make sure I’m reporting a Backdoor Roth IRA correctly and would appreciate some guidance. Here’s my timeline: 2024 contribution On April 9, 2025, I contributed $7,000 to my Traditional IRA at Charles Schwab. I designated this contribution for tax year 2024. When I filed my 2024 tax return, I answered “No” to…
Hi. Does anyone know how to calculate the requested “Gross income from all sources” for the Foreign Tax Credit Form 1116 line 3e? (Sorry, the pop-up description is too vague for me!) The answer that FreeTaxUSA automatically calculates matches my Line 1040 Line 9, Total Income. However, that amount does not seem to include…
Hi. What are we supposed to put in the blank box that follows "Carryover Explanation" on FTC, Form 1116? (There do not appear to be any columns or explanations.) "Enter any Form 1116 foreign tax carryover information from 2024 or earlier. "Foreign Tax Carryover: [I will enter $1,007 as "Carryover to 2025" from my last…
Hi there. My family member and I have co-owned a house for a year now, and we both file our taxes as single individuals. How do we report the amount on our 1098 form properly? Do we need to somehow split the value of the deduction listed on the 1098 between our two separate filings? I imagine that’s the case but want to…
I was a full year Massachusetts resident, spouse was a NY resident for a couple months at the beginning of the year. She received <$2k in that time before becoming a Massachusetts resident and earning her primary income in Massachusetts. We're filing a joint federal and a joint Massachusetts return, how should we approach…
I have an IP number from the IRS that is 6 characters long but the Free Tax USA only will accept 5 figures. My return has been rejected because of incorrect numbers. I made up a five figure IP number, but my return was still rejected. What do I do??
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