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One tip nobody mentioned - make sure you're also considering if you need to amend your state tax return to reflect this additional 1099 income! Most states require you to report federal changes. I had a similar situation with multiple amendments and got hit with a state penalty because I only fixed the federal return.

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Good point about the state return! If I amend my federal return for this 1099 income, do I need to wait until the IRS processes that amendment before filing the state amendment? Or should I do both at the same time?

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You should check your specific state's requirements as they vary. Most states want you to wait until the federal amendment is completed and accepted by the IRS before filing a state amendment. This is because they'll want you to include a copy of your federal acceptance letter or transcript showing the changes. Some states have a specific timeframe (like 60 or 90 days) after your federal amendment is finalized to submit your state amendment. Missing this deadline can result in penalties, so definitely check your state tax agency's website for their specific process.

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Dylan Cooper

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Does anyone know if the $1040 income from watching a special needs family member would be considered household employment (requiring Schedule H) rather than self-employment? I had a similar situation and my accountant said it made a difference in how it's taxed.

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Sofia Morales

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It depends on who controlled the work. If the family directed exactly how and when care was provided, it might be household employment. If OP was more independent in providing care on their own terms, it's likely self-employment. The distinction matters because household employees don't pay self-employment tax, but employers should pay their share of FICA taxes.

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Yara Sayegh

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Your family member might be confusing net income vs gross income. If they made $150k GROSS but had $110k in legitimate business expenses, their NET taxable income could be around $40k. At that level, $4k in taxes might be reasonable. As a small business owner, I can write off: - Office space/home office - Equipment (computer, phone, etc) - Software subscriptions - Marketing costs - Travel for business - Professional development - Health insurance premiums

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NebulaNova

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But wouldn't they still have to pay self-employment tax too? Even with $40k net income, shouldn't that be more than $4k total tax between income tax and SE tax?

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Yara Sayegh

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You're absolutely right about self-employment tax. Even with $40k net income, they would owe about 15.3% in self-employment tax alone, which would be around $6,120. Then they'd still owe some amount of income tax on top of that, even after taking the standard deduction.

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Has anyone considered they might be maxing out retirement accounts? Self-employed people can contribute way more to retirement than regular employees. They could be putting like $60k+ into a SEP IRA or solo 401k which would drastically reduce their taxable income.

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Paolo Conti

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That's a great point. For 2023, self-employed individuals could contribute up to $66,000 to a Solo 401(k) if they're under 50. Add in a maxed HSA contribution and some business expenses, and you could bring that taxable income way down legitimately.

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Zara Ahmed

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I went through the exact same thing last year! Just to add to what others have said - make sure your cost basis is reported correctly on your 1099-B. Sometimes brokers don't report the correct cost basis to the IRS for RSUs, which can make it look like your entire proceeds are gains (which would be bad). If the cost basis on your 1099-B doesn't match what was included in your W-2 income when the shares vested, you'll need to make an adjustment on your tax return. Look at Form 8949 - there's a code "B" you can use to indicate an adjusted basis. Also check if your broker is using "first-in, first-out" (FIFO) for calculating which shares were sold. This can affect your gains calculation if you received RSUs at different times with different vesting prices.

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Ravi Sharma

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Thank you for mentioning this! I just checked my 1099-B and I think this might be part of my problem. The cost basis seems lower than what I remember the shares being worth when they vested. How exactly do I use this Form 8949 to make the adjustment?

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Zara Ahmed

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You'll need to complete Form 8949 with your tax return. In column (a), enter the description of the property (your company stock). In columns (b) through (g), enter the information from your 1099-B. Then in column (g), enter the correct amount of gain or loss using your actual cost basis (the FMV on vesting date). In column (f), check box B to indicate you're reporting a basis different from what was reported to the IRS. You'll also need to attach an explanation statement to your return that explains why you're adjusting the basis - something like "Adjusting cost basis to fair market value at RSU vesting date, which was included as income on my W-2.

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Luca Conti

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One thing nobody has mentioned yet - check if your company has an ESPP (Employee Stock Purchase Plan) in addition to the RSUs. Those have completely different tax rules and might be adding to your confusion if you're participating in both programs. Also, some companies provide statements that break down all your equity compensation events for the year. Ask your HR or benefits department if they provide a supplemental equity statement that might help clarify things.

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Nia Johnson

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Great point! I mixed up my RSUs and ESPP shares last year and almost reported everything wrong. ESPP shares are WAY more complicated tax-wise because of the discount and lookback provisions. What helped me was downloading a detailed transaction history from my company's stock administrator (like E*TRADE, Fidelity, Morgan Stanley, etc.) and looking at the transaction types. RSUs will show as "RSU Release" or similar when they vest, while ESPP purchases will show as "ESPP Purchase.

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MidnightRider

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Former tax preparer here. Just want to add that if you had taxes withheld from your paychecks (which is likely with warehouse jobs), you might actually be OWED money by the IRS instead of owing them! The 3-year deadline for claiming refunds hasn't passed for all the years you mentioned, so you could still get some money back. Don't let fear keep you from potentially getting YOUR money back.

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Andre Laurent

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Is there a cutoff for how far back you can claim refunds? I haven't filed for 6 years but had withholding the whole time.

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MidnightRider

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Yes, there is a cutoff - it's 3 years from the original due date of the return. So for example, 2022 tax returns were due April 18, 2023, meaning you have until April 18, 2026 to claim any refund for that year. For 2021 returns, you have until April 15, 2025. Unfortunately for your situation with 6 unfiled years, you've likely lost the ability to claim refunds for the oldest 3 years, but you can still get refunds for the most recent 3 tax years if you're owed them.

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PSA for everyone in this thread: The IRS has a "Fresh Start" program specifically designed for people who haven't filed or have tax debt. It includes payment plans, offer in compromise (settling for less than you owe), and first-time penalty abatement. Don't be scared - I promise the IRS deals with this ALL THE TIME and they have processes to help people get back on track.

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This is 100% accurate. I work at a tax resolution firm and we help people with 10+ years of unfiled returns regularly. The IRS is far more reasonable than people think as long as you're making an effort to comply. They're not interested in sending people with regular jobs to prison.

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Most large companies should offer some kind of stipend or reimbursement for home office expenses, especially if they're requiring you to work remotely. Have you checked with your HR department to see if they have a policy for this? My company gives us $50/month for internet and a one-time $500 allowance for home office setup. This is actually better than the tax deduction would be anyway, since reimbursements through a qualified accountable plan are completely tax-free to you, while deductions only give you back a percentage based on your tax bracket.

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Carmen Ortiz

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I haven't actually tried asking my company about this. Is there a specific way I should approach this conversation with HR? I'm not sure if they have an official policy, but it makes sense that they should help cover these costs since they're not providing an office space.

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I'd suggest starting with an email to your manager or HR outlining your home office expenses related to work. Be specific about costs like increased utilities, internet requirements for work, and any furniture or equipment you've purchased to do your job effectively. Frame it as a question about whether the company has an accountable plan or stipend program for remote workers, rather than demanding reimbursement. Many companies have these policies but don't publicize them well. If they don't have a formal policy, this could prompt them to create one, especially if other remote workers have similar needs.

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NeonNova

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Just want to point out that some states DO still allow home office deductions for employees even though federal doesn't. Check your state tax rules. I'm in New York and was able to deduct my home office on my state return last year even though I couldn't on federal.

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This is really helpful! I'm in California - does anyone know if CA allows home office deductions for W-2 employees? I've been working remote for 2 years and haven't claimed anything because I thought it wasn't allowed anywhere.

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