Hello. I discovered that I over contributed to my Roth in 2022 because I was over the income limit (though within range for a reduced contribution.) I filled out a form 5229 for 2022 and 2023, which I already mailed in to the IRS and I paid the calculated tax via IRS direct deposit. I realized that I forgot to report the…
I am seeking a qualified Tax Resolution Specialist (Enrolled Agent or CPA) to assist me in rectifying my tax standing for the years 2022, 2023, 2024, and 2025. My case involves the following key areas: Amended Returns (1040-X): I need to file amended returns to report previously undisclosed cash income for these specific…
I recently filed my taxes and they were accepted. However, I just received a very late 1099-NEC for contract work I reported as self employment on my tax forms. Do I need to do something to correct this? Nothing was withheld so it is the same dollar amount as I self reported and less than $1000. Also, the payer got my TIN…
This may be a dumb question - we recently had a baby but it took longer than expected to receive his SSN. So ultimately I filed taxes and got a refund (I don't remember exacts so this is just an example figure) of lets say $5,000 federal, $500 state. After completing the amendment, it changed to $0/$0 and then (again,…
I submitted my tax form and then received a 1095-C for my health insurance coverage. Do I need to file an amend for the premium tax credit?
Hi all, I need to amend two previous federal/state returns because they were filed by a preparer who made some mistakes. Based on the instructions I'm seeing, if I want to e-file the amendment, then I need to exactly replicate the original return first. I don't know if this means that I need to make sure all of the math…
My accountant messed up my state return, was supposed to amend it, but has gone silent. It is for NYS and the longer it goes on the more I owe in interest. I have completed the work myself for the amended 203-x. I want to send it through Freetax USA since that is electronic. But it wants me to enter all my information w2's…
In reviewing my federal tax return, the IRS informed that the estimated tax payments did not agree with their records and sent me a bill for additional taxes due. In researching this issue, I discovered that I mistakenly sent this payment to the state instead. The state refunded the amount overpaid and I sent a payment for…
Recently, I reviewed my Roth IRA and Traditional IRA to make sure I maxed out everything for 2024 and 2025. Since I was under the MAGI limit for 2024, I directly contributed $7000 to the Roth. For 2025, since I would be over the MAGI limit, I contributed $4000 into my tIRA and rolled it over, and then contributed $3000…
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?
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