Scenario: W2 Income for Q1 only (retired for example; Dividends, Stock sells, and Roth conversion for Q4. Estimated tax payments are very small for Q1, Q2 and Q3 with 90% of the estimated payments happening in Jan covering Q4. You slightly overpaid in either withholding or estimated taxes and are due a small refund - let's…
I am new to FreeTaxUSA and file as married jointly. The first w-2 from my husband importantly smoothly, but the 2nd w-2 (mine) has the wrong state information in box 15-17: Box 15: took on the same state from my husband's previous W-2 Box 16-17, took info. from my w-2 box 1-2 So do double check after each import!…
I received a 1099-R after my mother passed and we got her death benefits. In BOX 14 it says EXEMPT which I take to mean this is not taxable income for NY. The system wouldn't let me add the word EXEMPT but noted to add a 0 in that field instead. However upon adding the 1099-R I noticed that my state refund had dropped by…
I was wondering why I was getting such a big tax refund for my state taxes and after mulling it over - this is after I filed - I looked back and realized that the software never brought over my IRA distributions. There is a form to enter these but the software never filled it in. This means my filing is incorrect. And I…
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