How do I claim the excess withheld taxes
Hi, I'm a live-in caregiver for my son through our Medicaid waiver system. I know that I'm eligible for the exclusion as I've claimed it every year since 2017-18 or so. However, this year due to a change in the program that occurred at the end of the year, I will receive both a 1099-MISC, which I've always gotten AND a W-2…
Does nontaxable regular Social Security count towards MAGI for IRMAA purposes? I believe it does not.
Running FTUSA and HRB side by side. I notice in HRB, my wife and I (filing joint) get a $4,000 credit due to excess Social Security withholdings having both been employed and making more than $168,600 combined. A quick Google search shows this quote from TurboTax: For tax year 2024, you'll have excess Social Security…
I am recently retired. I receive Annually approximately $23,000 in Social Security, and a Small Pension of approximately $12,000. I want to take money from an IRA account that I set up after transferring funds from my 401k plan. I am single and plan to take the Standard Deduction Exemption on my taxes. What is the maximum…
I do not get a W2 or 1099.
When is my Social Security taxable?
Are president elect Trumps no tax on Social security going to be implemented in the tax year 2024?
I just completed filing my 2022 Federal and State Tax Return. I created an IRS account and ID.me account in the process of filing my taxes with FreeTaxUSA. I got an email quoting, "we found another FreeTaxUSA account that was set up using your Social Security Number." I never created another account but it seemed like a…
I've had to pay Estimated Tax Payments for years, since I have SSDI and rental income. I do not have a job, or W-2 forms. It's always been difficult to properly estimate the amount of Estimated Taxes I have to pay, as well as paying on time, quarterly. Can I use a W-4 form to withhold taxes, so I wouldn't have to pay…
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