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Which filing status should I use?
Contributed by: TriciaD, FreeTaxUSA Agent Choosing the right filing status can be overwhelming. Knowing the pros and cons of each and evaluating your personal circumstances like marriage, divorce, or relocation can help you decide. Every tax situation is unique and selecting the correct filing status can potentially save…
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Why should I file my tax return by the April deadline?
Contributed by: TriciaD, FreeTaxUSA Agent At the beginning of each year, you may find yourself turning your thoughts to tax season. The looming deadline of April 15 may seem comfortably distant, a future concern to worry about later. The temptation to procrastinate can be a slippery slope, filled with stress and possible…
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Why should I purchase Audit Defense?
Contributed by KristineS, FreeTaxUSA Agent, Tax Pro The IRS is the most powerful collections agency in the world. Are you prepared to face them alone? With the power to question, challenge or change what’s reported on your return, the IRS can send a letter requesting you provide an explanation or additional supporting…
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How to file a tax return for a deceased spouse with a locked social security number
Contributed by: TriciaD, FreeTaxUSA Agent Losing a spouse or loved one is a difficult and emotional experience which can bring financial challenges. One of these challenges is how to file a tax return for the year of death, especially if the Social Security number (SSN) of the deceased spouse gets locked by the IRS. Here…
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Do I need to file a return if my only income is Social Security?
Contributed by KeriC, FreeTaxUSA Agent, Tax Pro Generally, if your only income is your Social Security benefits, you don’t need to file a tax return. Reportable Social Security benefits include yours or your spouse’s monthly retirement, survivor, and disability benefits. Social Security benefits including Supplemental…
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What do I do if my return is being rejected for not including Form 8862, Information to Claim Certain Credits after Disallowance?
Contributed by: MatthewD, FreeTaxUSA Agent, Tax Pro and RachelS, FreeTaxUSA Agent, Tax Pro After filing electronically, you may get a notice or rejection from the IRS about your refund or tax return stating it was either adjusted/lowered or rejected for this reason: “We didn't allow the amount claimed as Earned Income…
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Can a nonresident of the U.S. file a tax return with FreeTaxUSA?
Contributed by: Henry FreeTaxUSA Agent, Tax Pro If you are a nonresident and have U.S. source income subject to tax, you probably need to file a U.S. tax return. This includes students, teachers, researchers, and trainees who are temporarily in the U.S. on F, J, M, or Q visas. Nonresidents generally file Form 1040-NR and…
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How to file a tax return with or without Form 8962 after an e-file rejection
Contributed by: TriciaD, FreeTaxUSA Agent What is Form 8962 and why you might need it? Form 8962 is used to claim the premium tax credit (PTC), which is a refundable credit that helps eligible individuals and families cover the premiums for their health insurance purchased through the Health Insurance Marketplace. Form…
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What do I do if my e-file return is rejected?
Contributed by: CoryF, FreeTaxUSA Agent, Tax Pro I prepared my tax returns and am ready to file them. I checked each entry and software page twice and all my information is correct. I went to submit my tax return for e-file, and it was rejected. What do I do now? If your tax return is rejected for e-file, stay calm and…
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How do I correct a tax return mistake?
Contributed by: Tricia D, FreeTaxUSA Customer Service Agent How to correct an already submitted tax return Do not panic! If you find a mistake on your tax return after it has been submitted, the IRS allows taxpayers to correct errors or make changes to a return by filing an amended tax return on Form 1040-X. If you're…