Husband and I moved from MA to CA last year, but our moves were four months apart. It almost seems like we have to file separately, not just for MA, but also for federal, if we want to be fully compliant with MA guidance. That would be a huge tax bill for us so we want to make sure we are not missing anything. Any and all…
Hi, I am filing 540NR California state tax as married filing jointly. I am the primary taxpayer (CA non-resident) but spouse is (CA resident). However, the software won’t let me choose residency status of wife as CA resident when I fill the form 540NR as California is not in the dropdown list. Software assumes both me and…
Hello! My wife and I got married last year and it's our first year filing taxes as a married couple. We (I) thought it would be a good idea to file married but separate to possibly maximize our return, but didn't know about the Roth IRA penalties that come with that option. We filed her return first, and found out about…
I am filing jointly with my wife. We both have separate businesses and thus separate solo 401(k)'s. However, the website only asks if I have such a plan and never asks such a question about my wife. Is there a way to enter the information for both of our accounts?
We are married filing jointly this year. My spouse lives and works in Florida (so no State return needed), but I live and work in Georgia (as of July 2025). So far, I have used my Georgia address for both the federal and state return. So, how do I convey that my spouse does not live and work in Georgia when the FreeTaxUSA…
Hi everyone, first time poster. I am working on filing my taxes and I have three different 1099-R forms. One is from a distribution that I got direct deposited to me, and the other two were direct rollovers to retirement plans with my new employer. That being said, for the direct rollover into a new retirement plan, it…
We are filing separately this year. However there's no option anywhere to change this. I can't scrap my return and restart. I can't change the way I'm filing. This is quite annoying. Do I really have to make a new account for this? I'm just starting my return so I'm not amending. I just wanna change the way I file BEFORE…
I see that I’m able to efile my 2023 return if I obtain an IP PIN. Does anyone know if only the primary taxpayer that’s doing the return needs to get one or does my spouse and dependent need one too?
Hello, we are a recently married couple. I live in Texas and she is a resident of New York, while also working there. However, after we got married, she stopped working and moved in with me in Texas. Can we still file married jointly? I notice that New York residents require a state tax to file. How will this affect our…
In this scenario: Spouse 1: Lives all year and earns all income in MD. Spouse 2: Lives all year and earns all income in CA. I've read in a separate post (https://community.freetaxusa.com/discussion/765/mfj-while-living-in-different-states) that you can create 3 accounts to tackle this issue. One for MFJ federal, one for…
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