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Don't forget about state taxes too! Everyone's talking about federal filing requirements, but many states have lower thresholds for filing than the federal government. Some states require you to file if you have ANY income, even if it's below the federal filing threshold. Also, if you're selling online, you might have to deal with sales tax depending on your state and what platforms you're using. Some marketplace sites handle this for you (like eBay and Etsy in most cases), but if you're selling through your own website or locally, you might need to collect and remit sales tax yourself.
Omar Fawaz
ā¢What about if I'm just selling through platforms like eBay or Mercari? Do I need to worry about sales tax stuff or do they handle all that? And do different states have different rules for when I need to start filing taxes?
For platforms like eBay and Mercari, they generally handle the sales tax collection and remittance for you in most states. This is because of marketplace facilitator laws that make the platform, not the individual seller, responsible for sales tax. So you don't need to worry about collecting or remitting sales tax when selling through those platforms. Yes, different states definitely have different filing thresholds. For example, states like California require filing if your income is over $19,310 (single filer), while other states like New Hampshire don't have income tax at all. Some states like Virginia require you to file if your gross income exceeds $11,950. It really depends on where you live, so you'll want to check your specific state's department of revenue website.
Quick heads up - even if u don't make enough to owe taxes, these selling platforms (eBay, etsy, etc) will send you a 1099-K form if u make over $600 in a year starting in 2025. They also report this to the IRS. You'll still need to file taxes to show whether that money was actually taxable profit or just selling personal stuff at a loss. I learned this the hard way last year when I sold a bunch of my old clothes and electronics and got a surprise tax form in the mail lol. Had to file even tho I didn't owe anything just to explain it was all personal items sold for less than I paid.
Aisha Khan
ā¢The $600 threshold is causing so much confusion. I sell vintage items I find at garage sales as a hobby and now I'm getting 1099s for the first time. But shouldn't I only be taxed on the profit, not the total sales? Like if I buy something for $10 and sell it for $50, I'm only taxed on the $40 profit, right?
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Just want to add some clarity here - the key thing you need to understand is the difference between a ROLLOVER and a CONVERSION: - Rollover: Moving money from one tax-advantaged account to another with the SAME tax treatment (Traditional to Traditional or Roth to Roth) = NOT a taxable event - Conversion: Moving money from pre-tax to after-tax treatment (Traditional to Roth) = TAXABLE event (but only on pre-tax amounts) What you did was a Roth CONVERSION, which is generally taxable. But since you made non-deductible contributions (meaning you didn't take a tax deduction when contributing), only the growth would be taxable. Form 8606 is absolutely critical here. You must file it to establish your basis (the amount you've already paid tax on).
This is super helpful! One question though - if you've been making deductible Traditional IRA contributions for years and then make some non-deductible contributions before converting to Roth, do you only pay tax on the deductible portion? Or is it more complicated?
It's a bit more complicated. The IRS uses what's called the "pro-rata rule" for conversions. You can't cherry-pick which dollars to convert first. If you have both deductible and non-deductible contributions in your Traditional IRAs, you must calculate the percentage of your total IRA balance that represents non-deductible contributions. That same percentage of your conversion will be tax-free. For example, if 20% of your total IRA balance across all accounts represents non-deductible contributions, then 20% of your conversion would be tax-free.
Ethan Wilson
Has anyone used TurboTax to handle this Form 8606 situation? I'm trying to figure out if it can properly handle non-deductible contributions and Roth conversions without messing everything up.
Yuki Tanaka
ā¢I used TurboTax last year for this exact situation. It works but you need to be careful. When you enter your 1099-R, it initially shows the full amount as taxable. Later in the process, it will ask about non-deductible contributions and previous Form 8606 filings. Make sure you don't miss that section!
Ethan Wilson
ā¢Thanks for the info! I was worried I'd miss something important. I'll keep an eye out for that section about non-deductible contributions. Did you have to pay for the premium version to access Form 8606?
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For California specifically, FTB rules are a bit different than federal. From my experience last year, California doesn't have a formal "superseding return" designation like the IRS does. For CA, if you file before the deadline, you just file an amended CA return (540X) and it effectively replaces the original. But the terminology is different - they don't use "superseding" in the same way the IRS does.
That's really good to know because I'm in California too and was wondering how to handle the state part of this. Do you know if this causes any issues with e-filing? Did you have to paper file the CA amendment even though it was before the deadline?
Yes, that's actually an important point I should have mentioned. For California amendments (even before the deadline), you generally have to paper file the 540X form. I tried to e-file the amendment through my tax software last year, but it wouldn't allow it for California. One other thing to watch for - even though you're filing before the deadline, processing times for paper amendments can be quite long (took about 10 weeks for mine last year). I'd recommend sending it certified mail so you have proof it was submitted before the deadline.
Malia Ponder
I'm confused by FreeTaxUSA's handling of this. When I tried to create a superseding return, the software only gave me the amended return option. Does anyone know if FreeTaxUSA actually supports filing superseding returns properly? Or do I need to manually handle this somehow?
Kyle Wallace
ā¢I used FreeTaxUSA last year for a similar situation. The software itself doesn't have a specific "superseding return" option. What I had to do was prepare a completely new return through FreeTaxUSA, print it out, manually check the "amended" box, and write "SUPERSEDING RETURN" at the top in big letters. Then I had to mail it in rather than e-file.
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Anyone using TaxAct instead of TurboTax? I've heard it has better options for investor types but not sure if it handles the trader tax status stuff well.
QuantumQueen
ā¢I switched from TurboTax to TaxAct last year and regretted it. The interface is clunky and it actually missed some deductions related to my trading. I ended up going back to TurboTax and finding the stuff it missed. Neither is great for serious traders tbh.
Aisha Rahman
Don't forget to look into estimated tax payments if you're going to do more trading! I learned this the hard way last year when I got hit with penalties because I wasn't making quarterly payments on my trading income. Regular W2 withholding wasn't enough to cover it all.
Chloe Boulanger
This isn't just a customer service issue - it's potentially a violation of professional standards. CPAs are bound by both state regulations and AICPA ethical guidelines. In most states, fee arrangements must be clearly communicated to clients before services are rendered. I'd suggest writing a formal letter to the firm's managing partner outlining: 1) The lack of fee disclosure, 2) The fact that much of the information provided was generic and not relevant to your specific situation, and 3) A proposal for what you believe would be a fair fee based on the actual value received (perhaps $150-200 for the 15 minutes of relevant advice). Keep the tone professional but firm. If they refuse to negotiate, contact your state's board of accountancy to file a complaint. Many CPAs will adjust fees rather than risk an ethics complaint on their record.
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James Martinez
ā¢Would paying the invoice in full and then disputing it with my credit card company be a viable option? Or should I try to resolve directly with the firm first?
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Chloe Boulanger
ā¢Always try to resolve directly with the firm first. Credit card disputes should be a last resort for several reasons. First, it creates a more adversarial relationship that might make negotiation difficult. Second, the firm could potentially send the unpaid amount to collections, which could affect your credit score. Third, you'll have a stronger case with your credit card company if you can show you made good-faith efforts to resolve the dispute directly. Document all communication attempts with the firm. If you reach an impasse after speaking with the managing partner or firm owner, then consider the credit card dispute as a secondary option. Make sure to include all documentation showing the lack of fee disclosure and your attempts to resolve the matter directly.
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Olivia Harris
In my 15+ years in accounting, the standard practice is ALWAYS to discuss fees upfront. We typically offer a brief 15-minute free consultation to determine scope, then provide a fee estimate before any billable work begins. For one-time consultations like yours, we explicitly state our hourly rate and estimated time frame. Something to consider: $450 for an hour actually isn't unreasonable for specialized tax advice from a CPA firm (our firm charges $300-600 depending on which partner handles the work). But the ethics issue is they didn't disclose it AND they loaded the session with basic info you didn't need. If I were you, I'd offer to pay $150-200 for the 15-20 minutes of actually relevant advice and explain why. Most firms want to maintain their reputation and will work something out rather than risk negative reviews or complaints.
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Alexander Zeus
ā¢That makes sense. If specialized tax advice typically runs $300-600/hr but wasn't disclosed, do you think offering $150-200 is reasonable when a significant portion of the conversation was irrelevant basic information?
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