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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…
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Why should I file an extension and what are the risks?
Contributed by: Tricia D, FreeTaxUSA Agent April is approaching fast, and you’re eager to file your federal tax return. However, you’re still waiting for a document from a family estate. With a week left to file on time, you learn your grandfather's estate filing is running late and you won't receive a Schedule K-1 with…
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How do I find last year’s AGI?
Contributed by: Diana, FreeTaxUSA Agent Are you planning to e-file your tax return? When e-filing your tax return, the Internal Revenue Service (IRS) requires the prior tax year’s Adjusted Gross Income (AGI). This information is necessary for identity verification and to make sure your return is processed correctly. What…
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Extensions for members of the military in a combat zone
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro As a member of the military in a combat zone, you can get more time with the IRS for various tax actions. These include the deadline being extended for filing your return, paying taxes, claiming a refund, and taking other measures with the IRS. Here’s how it works: You…
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Extensions for members of the military serving overseas (not in a combat zone)
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro If you're in the military and serving abroad, the IRS gives you three options to extend your filing deadline. However, you are still expected to pay any taxes owed by the original due date (April 15th) to avoid penalties and interest. 2-month extension For military members…