Since you're filing jointly, I've found it easiest to just enter everything once and let the software handle it. No need to split anything manually between you and your spouse. The tricky part is tracking everything correctly for future years. Keep separate folders for receipts that are 100% rental (like repairs only in the tenant's area) vs. shared expenses that need to be prorated. It'll save you hours next tax season!

Just wanted to add something that helped me when I was in a similar situation - make sure you're aware of the "home office" vs "rental property" distinction. Since you're renting out 40% of your home, that portion is treated as rental property (Schedule E), not a home office deduction (Form 8829). This means you can deduct things like advertising costs to find tenants, rental management fees, and even mileage for trips related to the rental property. Also, if you have any startup costs for getting the rental ready (like painting or minor repairs before the first tenant moved in), those might be deductible too. One more tip - if you're planning to do this long-term, consider opening a separate bank account just for rental income and expenses. It makes tracking so much easier and looks more professional if you ever face an audit.

why do you even need a W2 from that long ago? just curious

Pro tip: If you filed your taxes electronically that year, your tax preparer might still have a copy of your W2. Worth a shot!

One thing to consider - if you earned over $400 in self-employment income (which you did at $6,800), you're legally required to file it as self-employment on Schedule C. Not doing so could flag your return for audit. I've been freelancing for years and while the self-employment tax sucks, the deductions make a huge difference. Track EVERYTHING - mileage to client meetings, software subscriptions, equipment, portion of internet and phone, home office space, professional development courses, etc. I even deduct a percentage of my electricity since I use my computer and lighting for design work.

Don't forget to make quarterly estimated tax payments on your self-employment income going forward! I learned this the hard way and got hit with penalties my first year freelancing. The IRS expects you to pay taxes throughout the year, not just at filing time.

Something nobody mentioned yet - for college students, there's the special rule that scholarship money doesn't count toward support calculations at all! So if your daughter gets any scholarships or grants, those amounts are completely excluded when figuring out total support and percentages. This often makes it easier for parents to meet the 50% threshold.

The key distinction you're asking about is absolutely correct - direct payments to the landlord are unambiguously considered YOUR support contribution, not a gift to your daughter. This is one of the clearest scenarios for the support test. Based on your numbers, you're in great shape to claim her as a dependent. You mentioned $1,350/month rent ($16,200 annually), plus tuition from the 529 plan, plus groceries and living expenses for the first 4 months. That's likely well over $30,000 in support you're providing. For your daughter to provide more than half of her own support, she'd need to spend more than the total amount you're contributing. With her campus job income of $800-900/month early in the year, and even if she gets a decent job after graduation, it would be very difficult for her to exceed your contribution level. Keep detailed records of all direct payments (rent, tuition, groceries) and any transfers you make that are designated for specific support purposes. The IRS Publication 501 has the complete rules, but your situation with direct landlord payments is exactly the type that clearly counts as parental support. One tip: calculate the total support for the entire year (including what she spends on herself) and make sure your portion exceeds 50% of that total amount.

Has anyone else noticed that tax prep software kinda creates this problem? They show you that big refund after one W-2 which gets your hopes up, then it crashes when you add everything. Maybe they should warn you that the number isn't final until ALL income is entered!

This is exactly what happened to me last year! The key thing to understand is that tax withholding is calculated based on each job independently, but your actual tax liability is based on your TOTAL income for the year. When you have multiple jobs, especially with significant tip income, you're essentially under-withholding throughout the year because each employer's payroll system doesn't know about your other income sources. Your $33,500 combined income puts you in a higher effective tax rate than what either job was withholding for individually. For tip income specifically, many employers only withhold taxes on the minimum wage portion and rely on you to report and pay taxes on the tips. Even with your extra 10% withholding, it probably wasn't enough to cover the full tax liability on that tip income when combined with your other job. Going forward, I'd recommend using the IRS Tax Withholding Estimator mid-year to check if you're on track, and don't be afraid to request even more additional withholding if needed. It's better to get a smaller refund than to owe money!