I had interest for a US gov't obligation that wasn't US Treasury related. It was included in Box 1 of my 1099-INT. This interest is state tax deductible, but there was no way on either the 1099-INT input screen or the state tax adjustments screen to designate it as so. Note that the 1099-DIV input screen DOES have a…
Fidelity has already processed a "Return of Excess" in February 2026, returning my amount plus $115.85 in earnings. Since the correction happened in 2026, I won't get a 1099-R until next year. I know I need to report the $115.85 on my 2025 return and pay the 10% penalty. I have two issues in the software: I previously…
Hi, I have a rental property and need to issue 1099 for contractors. I am a sole-proprietor and use an EIN to issue 1099s. I don't see a way to enter the EIN while filling out the Schedule E for my rental property. I understand that as I am a sole-prop, this EIN is a disregarded entity. I use the EIN also for my bank…
For the question "Choose the foreign country where you had x in foreign taxes paid", the closest I see are Various and Other Country. I don't see RIC. What do I do?
has anyone efiled an amended return and how long did it take to process your return?
Hi! I filed my taxes at the end of March and they were approved. However, I just found out that my university also sent me a 1042-S document. I am a resident alien. Can I amend my return using FreeTaxUSA and add this document? Thank you!
She's doing her taxes. According to Oregon state form, she owes Oregon $925. With the CA state, non-resident form, she gets back $457. We have read that she can get credit for the $925 for Oregon tax liability, but have no idea where to claim this. She's so frustrated she's willing to just pay — but I think there's more to…
I am over 59-1/2 years old and have had the Roth account for over 20 years but "taxable amount not determined" is checked, "distribution code" is T. Fidelity said "they must remain neutral; cannot say if it is qualified or normal" even though they acknowledge no taxes are due. It looks like I owe over $24,000 in FreeTaxUSA…
What do I answer in this part? under common deductions/credits > ira contributions > did you contribute to an IRA? and following parts my case: I contributed $7000 to a roth IRA in 2025 for tax year 2024 on 3/2025. On 3/30/2025, I requested return of excess because I wasn’t eligible not having earned income. questions I’m…
We have filed in previous years, married filing separately and because he itemizes, I have also done the same. For 2025, he filed (he uses a professional tax preparer) using the standard deduction and he just told me that. Now, I've almost finished my tax return (using your online service) and must I now change my my…
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