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Does FreeTaxUsa handle state returns for multiple states? I worked in both New York and New Jersey this year and that's always a pain to figure out.
Zainab Omar
ā¢Yes, FreeTaxUSA can handle multi-state returns. You'll need to pay for each state filing (around $15 per state when I last checked), but that's still significantly cheaper than most competitors. The system will walk you through allocating your income between states based on where it was earned. Just make sure you have your W-2s from both states handy, and possibly your previous year's returns if you worked in the same states before. The software does a good job of guiding you through the process.
Thanks for clarifying! $15 per state is totally reasonable compared to what I've paid before. Definitely going to give it a try this year - I've been paying nearly $200 just to file my taxes and it's ridiculous considering my situation isn't even that complicated.
This is exactly what I needed to hear! I've been using H&R Block online for the past 4 years and watching my filing costs go from around $80 to over $160 this year. I also have W-2 income plus some freelance work that requires Schedule C, so our situations sound very similar. I've been hesitant to switch because I'm worried about missing something or making a mistake, but reading everyone's experiences here is really encouraging. The fact that you got the same refund amount when you tested both systems is reassuring. One question - did you have any trouble importing your previous year's tax information, or did you have to start fresh and re-enter everything? That's always been my biggest concern about switching software mid-stream.
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Zara Khan
One thing to know about tax loss harvesting carryovers - make sure you're checking if your state has different rules than federal! I live in MA and they limit capital loss deductions differently than the IRS does. My software tracks the federal correctly but I have a separate tracker for my state carryover amounts.
Ravi Kapoor
ā¢I didn't even consider state tax implications! I'm in California - do you know if they follow the same federal rules for capital loss carryovers or should I be looking into this separately?
Zara Khan
ā¢California generally follows the federal rules for capital loss carryovers, so you're in luck! They use the same $3,000 limit against ordinary income and allow unlimited carryover of unused losses to future years. Some states have their own quirks though. For example, New Jersey doesn't allow losses to offset ordinary income at all, and Pennsylvania only allows losses to offset gains (no deduction against ordinary income). That's why it's always good to check your specific state's rules. But for California, your federal calculations should work fine for state purposes too.
Luca Ferrari
Don't forget to consider harvesting more losses strategically each year! If you have investments that are temporarily down but you still believe in long-term, you can sell them to capture the loss, wait 31 days (to avoid wash sale rules), and rebuy. This gives you more losses to offset any gains and potentially increase your $3k deduction against ordinary income.
Nia Davis
ā¢But if you already have $27k in carryover losses like OP, does it make sense to harvest more? Wouldn't that just extend how many years it takes to use them all up?
Good point about strategic harvesting, but @Nia Davis raises a valid concern. With $27k already in carryover, harvesting additional losses might not be the best move unless you re'expecting significant capital gains in the near future that would offset them. The key is to think about your overall tax strategy - if you re'likely to have gains from rebalancing or selling appreciated positions over the next few years, then additional harvesting could make sense to offset those gains dollar-for-dollar. But if you re'mostly in accumulation mode without much selling, you might just be extending the timeline to use up your existing carryover. One middle-ground approach is to harvest losses only when you have gains in the same tax year, so they offset immediately rather than adding to your carryover pile.
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This has been an incredibly helpful thread! I'm relatively new to handling PTP transactions and have been wrestling with a client's sale that involves multiple years of suspended losses and some Section 754 adjustments. One question that hasn't been addressed - what's the best practice for handling the depreciation recapture portion when the PTP owns depreciable assets? I see the discussion about "hot assets" under Section 751, but I'm specifically wondering about how UltraTax handles the Section 1250 depreciation recapture that might be involved. Also, for those who have used the various online tools mentioned (taxr.ai, claimyr.com), do they provide any audit defense support if the IRS questions the treatment later? Given the complexity of these transactions, I want to make sure my clients are protected if there are any follow-up questions from the Service. Finally, has anyone dealt with situations where the PTP had international operations? My client's K-1 shows some foreign source income and I'm wondering if that adds additional complexity to the sale treatment beyond just the foreign tax credit issues mentioned earlier.
Welcome to the community! Great questions - you're dealing with some of the more complex aspects of PTP sales. For Section 1250 depreciation recapture in UltraTax, you'll typically handle this on Form 4797 Part III, separate from the Section 751 hot assets recapture. The PTP's K-1 should provide a breakdown showing both the Section 751 ordinary income recapture AND any Section 1250 recapture amounts. Enter the Section 1250 portion on the 4797 Part III screen, which will properly apply the 25% maximum rate for unrecaptured Section 1250 gain. Regarding audit defense, most of these online tools focus on preparation assistance rather than audit representation. For complex PTP transactions like yours, I'd recommend maintaining detailed documentation of your calculations and consider having an audit clause in your engagement letter. The key is creating a clear paper trail showing how you arrived at each component of the gain. For international operations, yes, it definitely adds complexity. Beyond foreign tax credits, you may need to consider PFIC rules if the PTP holds certain foreign investments, and potentially Form 8865 reporting depending on the structure. The foreign source income character should carry through to the sale, so part of your gain might be foreign source, affecting your foreign tax credit limitations. Given the complexity you're describing, this might be a good case for getting a second opinion from a partnership specialist before filing.
Ethan Taylor
This thread has been incredibly comprehensive! As a tax professional who's dealt with numerous PTP sales, I wanted to add a few practical tips that might help others: First, always verify the character of income reported on the K-1 matches what you're expecting based on the PTP's business activities. I've seen cases where partnerships incorrectly characterized certain income, which affects the Section 751 calculation. Second, for those using UltraTax, there's a helpful diagnostic that will flag potential issues with PTP reporting. Go to Tools > Diagnostics and look for partnership-related warnings. It's not perfect, but it can catch some common errors. Third, regarding basis calculations - don't forget about any debt basis adjustments from prior years. If the client had at-risk limitations or debt basis that was reduced due to distributions, this affects the final calculation. Finally, for clients with multiple PTP investments, consider the impact on state tax returns. Some states don't conform to federal treatment of PTPs, particularly regarding the character of income from the sale. Make sure to check your state's specific rules. The resources mentioned here (taxr.ai, claimyr.com) can definitely be helpful, but nothing beats understanding the underlying tax principles. I'd encourage newer practitioners to study Pub 541 and the Section 751 regulations - complex, but essential for handling these transactions correctly.
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Make sure you check if you need to file state amendments too! Everybody's talking about the federal return but depending on your state, you might need to file a state amendment too after you fix the federal one.
Caleb Bell
The good news is that filing an amended return proactively is actually viewed favorably by the IRS - it shows you're being honest about the error rather than trying to hide income. I've been through this exact situation before. Here's what I'd recommend: 1) File Form 1040-X immediately to minimize interest charges, 2) Include a brief explanation that your preparer omitted the 1099-NEC despite you providing it, and 3) Pay any additional tax owed as soon as possible to stop interest from accruing. The IRS matching system will definitely catch this - they get copies of all 1099s electronically and run automated comparisons. Better to fix it now than wait for them to send you a notice with higher penalties. Your original refund should still process normally while the amendment is being reviewed separately.
This is really helpful advice! I'm in a similar situation with a missed 1099-MISC and was panicking about what to do. Quick question - when you say "pay any additional tax owed as soon as possible," do you mean I should estimate and pay it before the IRS processes my amendment, or wait until I know the exact amount? I'm worried about overpaying or underpaying and making things more complicated.
Owen Devar
Has anyone actually tried this with younger kids? My daughter is only 10 but she helps stuff envelopes for my monthly client mailings. Would the IRS accept that?
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Anita George
ā¢Age matters less than the nature of the work and documentation. For a 10-year-old, stuffing envelopes is age-appropriate work, but you need to pay attention to: 1) Child labor laws (even for your own kids) 2) Reasonable compensation (probably minimum wage at most) 3) Limited hours appropriate for their age I'd recommend keeping very detailed records: photos of them working, exact time tracking, and clear documentation of what was accomplished. The younger the child, the more documentation you should maintain.
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Laila Fury
I actually went through this process last year with my 16-year-old who helps with my online retail business. The key thing I learned is that legitimacy is everything - the IRS doesn't care that it's your kid, they care that it's real work for real pay. Here's what I did that worked: 1) Created a proper job description for "Digital Marketing Assistant" 2) Had her track hours on a timesheet app (just like any employee) 3) Set up direct deposit payroll at $16/hour (market rate for her tasks) 4) She genuinely manages our Instagram, takes product photos, and handles customer service emails The tax savings were significant - about $3,200 for our family. She earned $8,000 total, paid zero federal taxes due to the standard deduction, and I got the full business deduction. Most importantly: treat it like a real employment relationship. No cash payments, no inflated hours, and make sure the work actually benefits your business. If you can't explain to an auditor why you need this work done and why it's worth what you're paying, don't do it. Your 15-year-old doing social media and photography sounds perfect for this - those are legitimate, valuable business functions that many companies outsource anyway.
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