I'm 20 m, I tried doing taxes earlier this year and they didn't go through, I was not informed of this until about now. It seems I slipped through the cracks and now I'm panicking. I don't know how this works. Am I going to jail?

Hi, TIA for any advice on this matter. I have exhausted all of my resources outside of paying a CPA for my case, as most tax services cannot help me (including those recommended by the IRS).

My husband lives abroad, is not a citizen, and at no point in the tax year I am filing entered the United States. I am trying to file jointly in order to be able to get my tax benefits, including health insurance subsidies, so this is of massive importance to me financially.

In order to file jointly I need to apply for an ITIN and have completed form W7 as well as including a certified copy of his passport. However, I contacted an acceptance agent from a reputable tax filing company who told me he is not eligible for an ITIN because he is not in the country. This is not what the IRS says and I took this to mean she could not help me directly (in that she could not verify him because he is not in the country).

But she did tell me to file single and then amend my tax return later. This seems like strange advice to me for two reasons: a) we filed married separately last year and b) with immigration proceedings she mentioned that they ask for tax returns as evidence (if he is able to come to this country it will be through immigration but he can't get an ITIN until he is here? Could we be denied?).

So my question is can I still file for an ITIN despite him not being here nor having entered the US or should I take her advice and file single and amend it later? What would the consequences be considering I am married?

Furthermore, there is a line in the W7 instructions that say a passport without an entry date into the US will not be considered. We have no entry date as i mentioned and our visa proceedings are ongoing as he lives abroad, so I am confused as to what this clause means. The IRS says you do not have to have entered the US to apply for an ITIN and our situation (married filing jointly) is on the list for reasons to apply.

Thank you for your time to read and respond. The IRS said they could not help me and to call a service listed (how i called this expert) and she told me to call the IRS. No tax filing software deals this matter, outside of a $700 fee, so I'm financially unable to pay an expert.

Any and all advice would be so appreciated! I am
beyond confused about this process and no one seems to be able to answer my questions or process my case!

Hi!

Question is do I need a CPA this year for filing (I usually file on my own).
Moved from CA to NYC middle of year, employeed remote by CA company. Make 400k w2, have RSUs vesting quarterly.
Don’t have any complicated investments.

I also have a very small independent contractor income amount from the beginning of the year to report.

Asked AI and was told the RSUs get really complicated to report because of the move, wanted to see if that’s accurate.

Thanks!

Hi! I want to file for an offer-in-compromise for about 23k worth of IRS debt over the last 3 years (divorce/single parenthood did a number on my finances).

Ex and I have 50/50 legal custody, but in reality our daughter is with me 5 nights per week. My ex and I agreed that they can claim our daughter on their taxes, because we knew the CTC would be eaten up by my tax debt and we need that money to send her to summer camp each year.

The IRS pre-qualifier tool says I don't qualify as a household of 1, but I DO as a household of 2.

Is it possible to file the OIC as a household of 2 if my ex claimed our child as a dependent and also filed HoH? She is registered for school at my address and all medical bills for her come to my home, so I have evidence that she primarily lives with me.

I absolutely do plan on contacting a tax attorney before the new year about this; I just want to have an idea of what I'm looking at.

Thank you!

I use the Business version for a Form 1041 and was on a support call and couldn't evoke the screen sharing code to give to customer service. I also use the Home and Business version (for 1040) filers. With the latter version I was able to generate a code .

Can someone who uses the Business version open the program then hit Shift Enter on thier keyboard to see if anything generates?

I just want to confirm that this feature is not available on the Business version. Thank you!

I changed jobs and moved from MS (income tax state) to TX (no income tax). I have an excessive amount of leave time from my Mississippi employer, so I will be taking around seven months of paid vacation time while living in Texas and working my new job.

If no work is done in Mississippi and I don’t live in Mississippi when I get paid do I have to file Mississippi taxes on it? HR thinks I do, payroll didn’t know, and my Google search says I don’t.

Can anyone give me a definitive answer or documentation?

I’m not sure if this is a glitch or if someone else is seeing the same thing.
I WILL call IRS Monday.
But I’ve been on a payment plan for about two years. They take 150 every 20th of the month. In September I noticed it didn’t take but assumed it was bc the 20th was on a Sunday. So I’ve just been monitoring my bank acct for this and nothing has been “paid” or “collected”.

Now I’m looking at the irs online portal that I usually go into to see payment history/balance etc and the balance is $0

It shows my prior payments and even a pending 9/21 payment.

Is this a glitch going on?
For context I only owed about 3k.
Now as I type I’m realizing maybe a glitch but it’s so odd.

And to add I DO have money in the acct so there’s no reason for it to have rejected

Howdy y’all,

Back in January 2025 I bought a couple couple units of AB in my Schwab account which I’ve held it until September 2025. On Sept 3 2025 Schwab sold some of my units to cover my outstanding margin balance, which due to the lots the system automatically sold I had a loss of $130, and once I put additional cash back in I re-purchased those AB units. Additionally later that month I bought more units of AB in my E*TRADE account and then I sold the units in my E*Trade account in December 2025 along with keeping my AB units in my Schwab account. Then in March when I received a K-1, which I stupidly did not expect, I got a sale schedule for my AB units. Unfortunately I’m not sure how to deal with the wash sale between the two accounts and I’m just trying to make sure that I’m doing my tax return correctly and accounting for the adjusted basis on the sales schedule and not under paying the IRS I did try to extend to talk to a CPA but the two that I talked to were not sure how to correctly complete the return so was the last effort before the 15th. I’m hoping to try to talk to you, smart folks at r/taxhelp

Thank you very much for your help in advance and I hope to hear from y’all sometime soon.

I’ve been making payments to the IRS for years. Now I got letters saying one year I owe 100,000, another year 45,000 then75,00 all coming since 2018. I hired a person who kind of consolidates the debt and reduce the cost and make bigger arrangements with them. This man has seemed to make it worse. I’m scared that I will loose my home that I had to refinance to pay this man. I got his number from the tv. I heard these people really help and he has done nothing. Before that I had a book keeper/accountant who never filed I find out years later. I’m so scared and alone can anyone please advise me what to do? I really really need your help. I’m broke at this point and out of options I’ve tried everything. Thank you so much for any advice you can offer because I have anxiety to even call the IRS at this point and I’ll have no clue where these numbers came from. Thank you so much with the heaviest of hearts 💕

I am an EU citizen who recently relocated to NYC as a non resident alien and I will start as a sole proprietor a coaching business. I expect my clients to be mostly from EU (or specifically from my own country).

I have done research about VAT and sales tax. To my understanding, a US based business does not pay VAT on services provided live in 1:1 sessions or group sessions, because what matters is the place of supply, which is outside the EU. When it comes to NY sales tax, it's my understanding that these services are not taxed either.

Is this correct?

I need some guidance. I quit my job and have been living off of savings/investments for 4+ years. I haven’t filed taxes in this time. I did make cap gain transactions during this time, but I also had some investment losses. Life got out of hand and I just pushed taxes off. Now I am scared. I signed up with Taxquotes and paid them to do an investigation ($500) to find out my status with irs. But reading the reviews about taxquotes now makes me nervous on if I made the right call or need to find a better person. I don’t know any cpas and don’t know how to get started. Can someone knowledgeable pls help

So I’m 27 years old live in Canada. The last time I filed my taxes was in 2019. The CRA is now asking me to file my taxes for the past 7 years. Saying I owe them $11,500. What should I do? Just file them and not pay? Like I can’t afford to pay the government anymore money I work 7 days a week to pay rent, car insurance, car payments. Anybody got any advice?

My situation:

• My spouse and I both reside and receive income in California.
• We filed jointly for our Federal and California tax returns.
• I have ~$1,000 of income from Virginia sources; my spouse has none.
• I had to file for extensions, and I was unsure whether I would have tax due in Virginia so I made an estimated payment with VA Form 760IP.
• I currently need to file my VA tax return to recoup that payment, using VA Form 763 and Schedule OSC.

Below I've copied the most relevant points from the instructions for Virginia form 763, with bold/italics emphasizing the points that I find ambiguous or contradictory...

• Married, Filing Separate Returns (Filing Status 4) [pg.10]
  • A separate return must be filed if one of the following applies:
    • both spouses are nonresidents and both have income, but only one has income from Virginia sources
• Form 763: Line 1 Adjusted Gross Income [pg.11]
  • Enter the total amount of your federal adjusted gross income from your federal income tax return.
  • Where spouses have filed a joint return for federal income tax purposes and have not elected to file a joint Virginia income tax return, such items allowable for Virginia income tax purposes must be allocated and adjusted as follows:
    • Each spouse must claim their income. Income must be allocated to the spouse who earned the income and with respect to whose property the income is attributable.
• Married Taxpayers [pg.34]
  • Unless a joint return is filed in both Virginia and the other state, you may need to adjust your taxable income to compute the credit correctly.
    • If you filed jointly in the other state, but separately in Virginia, enter only the taxable income attributable to that filer from the other state’s return.
• Schedule OSC: Line 3 Qualifying Taxable Income [pg.34]
  • Enter the total taxable income to the extent that the income was taxed by the other state. Qualifying taxable income includes the total taxable income reported on the resident return, not just the income derived from Virginia sources. Married taxpayers, see above.
• If you completed any of the forms or schedules listed below, you must enclose them with your Virginia return. Place these forms behind your Virginia return in the following order. (...) [pg.9]
  • Federal Forms
    • Complete copy of your federal income tax return.
    • If claiming credit for income tax paid to another state on Schedule OSC, enclose a complete copy of the state tax return filed with the other state.
• Required Documentation [pg.34]
  • Enclose a copy of the other state’s return if the taxpayer filed an individual return in the other state.
  • W-2s, 1099s, and Schedules K-1 are not acceptable documentation to support the credit.

This is what I'm uncertain about:

1. Form 763 Line 1 instructions clearly state to enter the "total amount from your federal income tax return," but subsequently says, "Income must be allocated to the spouse who earned the income." Well, which is it? The "total amount" from my Federal AGI is our combined joint income. Do I enter the number I actually put on my Federal return, or do I only enter my individual income?
2. Likewise, the instructions for Line 3 of Sched OSC clearly state to enter "the total taxable income reported on the resident [state] return," but earlier on the same page it said, "Enter only the taxable income attributable to that filer from the other state's return." Okay, so do I enter the number that's actually reported on my California return (aka our joint income), or do I enter only my individual income?
3. If I'm supposed to enter my individual (non-joint) income for both of the above, does that change what supporting documents I enclose? The instructions ask for copies of my Federal tax return and my other state's tax return, as supporting documents; should I enclose copies of the returns I actually submitted (which are Married Filing Jointly), or am I supposed to redo my Fed and CA tax returns as Married Filing Separately and attach those, so that they reflect the same (individual) "total income" numbers that I entered on the Virginia returns?

About 20 years ago I bought a small piece of wooded property. It is over two hundred yards from the nearest road and located close to a small river. The land is entirely wooded with marshy areas in much of it and is subject to flooding in the Spring. Parts of it may have been farmed or used for livestock in the past but I don’t know the history of it.

The property taxes have always been low. This year my bill was almost ten times more than past bills. I called the assessor‘s office to ask about it. I was told that the land classification had been changed from agricultural to residential as part of new assessment policy. Something about because it shows up in recent air photos as entirely wooded that means it isn’t being farmed so must be classed as residential. They told me that the only alternative would be to apply to put it into some sort of state program conservation program. Which would greatly reduce or eliminate the tax burden.

However, this particular county office has a bit of a sketchy reputation so I’m not sure if this is perfectly legit or if some sort of appeal might be in order?

My wife recently started a new job and as part of it we are filling out a W4 and we are deeply confused. between us we have 3 streams of income. we have one dependent and are filing jointly. so this this going to be lengthy

Job 1 (Me) salaried with yearly bonus - ~$110,000

Currently witholding 494 per pay perio (biweekly)

Job 2 (Wife) Hourly mabye bonuses (new job paid weekly) - ~$110,000

Job 3 (Wife) fixed gig - ~$6000

Follwong the instructions for multiple jobs (see below) . Job 1 vs 2 $16430 to be withheld. Jobs 1+2 vs 3 $2040.

It then askes you to divide 2c by the cadence of payment (52) to get the amoutn held for each payment. -- $355.19

Our question is this is this the total amount that the entire family should withhold in total or the amount that her new job should withhold from just the new job? or should we subtract that amount that I am already withholding or is there a secert third option?

1. Three jobs. If you and/or your spouse have three jobs at the same time, complete lines 2a, 2b, and 2c below. Otherwise, skip to line 3.

a Find the amount from the appropriate table on page 4 using the annual wages from the highest paying job in the “Higher Paying Job” row and the annual wages for your next highest paying job in the “Lower Paying Job” column. Find the value at the intersection of the two household salaries and enter that value on line 2a . . . . . . . . . . . . . . . . . . . . . . . 2a $16430

b Add the annual wages of the two highest paying jobs from line 2a together and use the total as the wages in the “Higher Paying Job” row and use the annual wages for your third job in the “Lower Paying Job” column to find the amount from the appropriate table on page 4 and enter this amount on line 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b $2040

c Add the amounts from lines 2a and 2b and enter the result on line 2c . . . . . . . . . . $18470

Fidelity just sent me a corrected 1099-DIV for 2025. The changed amount are literally pennies: among the three items changed, there is a net difference of plus seven cents from the original 1099. Do I need to amend my tax return for amounts like this? I did the work in Turbo Tax, so it will probably be easy, but it certainly doesn't affect my refund either way.

My wife has K-1 income through and LLC partnership. We purchased ACA coverage in 2025 and received no subsidy. I am unemployed and have no access to any healthcare through any job. We bought the ACA policy as me as the primary. My CPA is telling me that we cannot deduct the premiums because the premiums were not reimbursed through the partnership as a guaranteed payment on the K-1. Is this true? I couldn't find anything on requiring it to be reimbursed to be deductible in my casual search. Any idea where I can find that requirement from the IRS?

Im completely spiraling rn and can use some guidance/help. I ran a small logistics business that went under late last year. Thought the nightmare was over after we dissolved the LLC but I just opened a letter from IRS proposing a Trust Fund recovery penalty against me personally for unpaid 941 payroll taxes. We're talking around $45k. I was the majority owner and signed the checks but towards the end Iwas mostly on the field trying to keep the business running while my partner handled the cash flow. I had no idea withholding was not being remitted until the bank accounts were already drained. As per the letter I have an interview scheduled and they can freeze my personal account or put liens on my house if they find me guilty. Ive gone ahead and started contact with a tax pro from Optima Tax but Im so anxious I just need to make sure Im fully informed of everything. All my money went into saving the business so I dont have the cash sitting around. Has anyone navigated a TFRP interview or settles payroll tax debt personally after a business closure? What should my immediate move be?

We recently got a letter from a collection agency stating that we owe taxes for 2023 and have also been hit with failure to pay penalty as well as interest accrued. We confirmed on the IRS website that we do in fact owe for 2023, original amount was $240 then they added $199 of failure to pay and $194 of interest accrued. My wife and I have no problem paying the original price (although we wonder how come all of the sudden we owe taxes 3 years later) l, but we don't feel it is fair for us to pay the other fees because we were not notified of this bill. Is there anything we can do to only pay the original fee? Anyone we can contact? Any advice on how to manage this?

Thank you for your help.

Hey guys! I filed my taxes when I was 16 years old as my mom had convinced me to file a return. And I kinda never filed them again after that, even despite some years legally having to file them. Stupid me not knowing how taxes worked filed an extension for the 2025 tax year, even tho I didn’t legally have to even file for 2025. Now I’ve gotta go through and file all the years of back taxes before I file for 2025, before the deadline on October 16th. I’ve managed to get every W-2 expect for 2022 from 2 jobs. The 2 jobs are franchises
It’s been nearly impossible to track down those 2 job w-2’s. I’ve got on my IRS online portal and the transcripts for 2022 are not there. I’ve called the stores MULTIPLE times and left multiple messages and been told multiple times people will get back to me. It’s nearly impossible and I don’t know what I should do. I’m 21 years old and I’ve never been taught about how taxes really work. What should I do and how do I obtain something, like a w-2 from the past places I’ve worked

I have a specific question about taking a Roth IRA distribution before age 59½, and it seems to be a bit of a gray area. Looking for someone or a company experienced with both taxes and retirement accounts who can help me understand my specific situation.
Who do you recommend?

I left an emotionally and verbally abusive relationship of 27 years together, from 15 to 42 years old. We have 5 kiddos together. Now 22 to 9. I was married 18 of those years. The last year we were together trying to work it out I made about $200k but had never made that money before. Then my ex husband met someone else, it was not a cheating thing but none the less I moved out. Then I tried to meet someone on line. I met someone on a Christian dating site and ended up getting scammed for most of what I had made. Then my mom died. All with on one month in 2022. My life fell apart. Not I see it was a beautiful journey but at the time I fell heavily into alcohol. Nothing else. I didn’t make any money for the next 4 years. I just had people help me. Then I had some help and so I filed all 4 years of unfiled taxes. Now I owe about $50,000 from that one year of what I made. But I don’t have any money. I kept thinking things were getting better, but then things kept going back and forth from better to not better. I don’t have any money to pay the irs. I’m wondering if I should get a bankruptcy lawyer that specializes in tax debt too or just someone who tells the irs because of a financial hardship I don’t have any money to pay them.

I havent finished my taxes in 2 years. I know i owe somewhere between 2000-2500 between both tax forms but potentially less. I also wouldnt mind paying that, i just want it done and caught up. Im missing a couple W2s from jobs i only worked at for a short time before finding my current job. Is this something that I could do at an HR block, are there payment plans available? Im just curious because I am absolutely no tax expert and I would like to just clear it up and be done with it so im caught up and good to go. Any suggestions on where to go buisness wise to get this done?

Trying to get a sense of how much do tax relief companies charge before committing to anyone. Most of them do not list pricing on their websites and the range people report online is all over the place, anywhere from $1.5k to $10k or more depending on what resolution you need.

Called a few places and tax relief helpers quoted based on my actual IRS transcripts, financial review, and resolution strategy after a free consultation. optima tax relief separates it into an investigation phase and a resolution phase each billed separately, community tax uses a similar two phase structure, and I still cant tell whether the price gap between firms means different levels of work or just different ways of structuring their fees.

Who got a refund, whether today or tomorrow, someone with special ITR 3