Hi, when preparing my California state tax in FreeTaxUSA, I noticed that the software is treating my HSA contributions as "California Additions to Income", hence it increased my California taxable income. However, I looked up on the California Franchise Tax Board website, and it looks like a bill was passed in 2022 to…
Hi I was not using freetaxusa last year and I had carryover losses from last year…how do I populate this number in this year's filing? I had the form populated but just the prior year's number I can't figure out where to enter it. TIA
I was issued a 1099 for these (tax free) payments. Freetaxusa seems to only allow you to enter w2’s (which makes no sense). Please help ASAP.
I have seen similar posts, but that do not answer my question about reporting income on excess contribution using FreeTaxUSA softwared. ---When working on our 2025 return (in February 2026) we realized our 2025 MAGI income exceeded limits for Roth IRA contributions. ---We notified American Funds and they returned the…
I entered $1,915 of other income on the miscellaneous page (due to an HSA excess) and nowhere else in the "other income" category. However, on my Federal Tax Summary page it shows that I have $3,830 of other income. What am I missing? Why don't those numbers match?
The 2025 IRS Form 1040 instructions page 23 stipulates the following: Report distributions from foreign pension plans on lines 5a and 5b. This is the way I have done it (manually for years), however in FreeTaxUSA the only way I can access those lines (5a and 5b) is by creating a fake 1099-R. Is this the recommended method…
In 2025 I participated in a paid fellowship program with the University of Texas HSC - Houston for a professional certification. Disbursement of the funds required completion of milestones at various intervals throughout the fellowship program, and continued participation until the fellowship ended in August 2025. What…
Hello, My understanding is we need to declare the life insurance policy details as part of the Foreign Investment and it is needed to declared on FBAR as well as Form 8938 depending on the amount. But I wanted to check whether should we declare the life insurance in the foreign country also declared in this form 8938.…
I worked in a different country for 3 months and was deducted the foreign taxes in that country. I did not receive a W-2 or any US tax form of that sort. Where in FreeTaxUSA can I file this? If it is not supported, what can I do?
I am trying to enter information from the sale of units in a partnership. According to https://www.freetaxusa.com/forms-federal you support “Partnership or S corporation income (Schedule K-1)” form 1065 and you also support federal forms 4797, and 8949. On the same page at the bottom under "Items not Supported", I don’t…
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