I had a 403b to IRA direct rollover. distribution code G (non-taxable, no Roth involved) in 2024. My fed return handled it fine, but state return includes amount on line 20b. NJ 1040 instructions for line 20b indicate rollover should not be included “if it qualifies for deferral for federal tax purposes”. Line 20b appears…
I made a mistake on my 2023 NY State tax return, and I will need to submit an amended NY State tax return (to change my residency status from full-year to part-year resident) to claim a refund. There are no mistakes on my federal return, and I did not file my taxes for the 2023 tax year with FreeTaxUSA. I see that it is…
I have a New York State (NYS) public disability pension. This is federally taxed because I am under normal retirement age but should not be taxed by New York State where the minimum age doesn't matter. FreeTaxUSA is incorrectly including my disability pension in my NYS IT-201 AGI. It should be subtracting it on line 26 (I…
Since I had to change to mailing my state taxes, there was no indication that the payment that I had already added, was not going to process. This is not acceptable, as now my payment to the state is late.
I have invested exclusively in federal treasury funds inside my HSA so that they're exempt from CA state tax, but I don't see a way to enter this in the questionnaire (it just asks if there was any interest or dividends inside the HSA). Any way to specify where the interest comes from, or should I just put $0 since it's…
I have an Oregon College Savings Plan for my kiddos — my wife and I contributed above the $360 credit limit this year. I am married filing jointly and the credit on our return is listed as $180 — it should be $360 for MFJ filers not the single rate of $180. I'd rather e-file — but if they cannot fix it — has anyone been…
Interest from (some) US Agency Bonds are exempt from state taxation. An example is Federal Home Loan Banks, FHLB, which is exempt from all state income taxes. However, interest from these bonds is reported on 1099-INT in Box 1, rather than Box 3. Therefore, this interest is treated as taxable in the state module by…
I lived in CO all of 2024, and received income from both CO and CA (RSUs vesting from when I had been a CA resident in previous years). My W2 shows separate lines for state wages (and taxes withheld) for CA and for CO. I have entered my CA wages as a nonresident, and matched that amount to the CA state wages on my W2.…
Can I amend my 2023 federal return only - and not amend my state return? Also, do I need to wait for my amended return to be processed before I file for 2024?
Hi all, We filed married joint federally this year. My husband and I are residents of different states (MD and VA respectively). Both states allow residents of each state to file joint federal and file married separate for state taxes. We filed joint this year federally and are doing our state taxes. I'm trying to figure…
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