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The same thing happened to me when I worked at Domino's! The franchise was sold mid-year to a completely different owner. Check your husband's pay stubs throughout the year - you might notice the company name changed slightly at some point. Also, double-check that the combined income from both W2s matches what you'd expect for the full year's earnings. Sometimes during ownership transitions, there can be accounting issues where a week or two of pay gets missed.
I never thought to check his paystubs! I'll have him dig those up tonight. Do you remember if your tax withholding was affected when the ownership changed? That's the part that seems strange to me - one W2 has withholding and one doesn't.
Yes, the withholding situation definitely changed when ownership switched. The first owner withheld taxes properly, but the new owner classified me as an independent contractor for the first month before fixing it. That meant one W2 had normal withholding while the other had almost none. The paystubs should show exactly when the change happened. If you notice one of the employers wasn't withholding properly, you might owe more at tax time than you expected. It's better to find out now rather than get surprised with a tax bill!
Make sure you also check if one of the W2s shows any tips! Sometimes when delivery places change ownership, they handle tip reporting differently. One might include reported tips in Box 1 while the other might have them broken out separately in Box 8.
This is super important! When I delivered for Pizza Hut, one owner reported credit card tips on the W2 while the next owner made us report our own cash AND credit tips. Made my tax situation confusing.
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Here's a quick step-by-step for FreeTaxUSA specifically since I just did this: 1. Enter your 1099-R information as normal 2. When it asks about IRA contributions, select that you made nondeductible contributions 3. Enter the contribution amounts for each year separately 4. For the 2023 contribution, it'll ask if you've already reported it on a previous return 5. Make sure to indicate the full conversion to Roth 6. FreeTaxUSA will automatically generate the 8606 forms The software should calculate that only the earnings ($19.53) are taxable. Double check this on the tax summary page.
Does it matter when the conversion happened? Like I contributed for 2023 in January 2024 and converted it in February 2024. Does that timing mess anything up?
The timing of your conversion doesn't matter for tax purposes as long as the contribution was designated properly. So if you made a contribution in January 2024 and specifically designated it for tax year 2023 (which is allowed until the tax filing deadline), then converted it in February 2024, that's perfectly fine. The important thing is that you're clear about which tax year each contribution applies to. The conversion itself is always reported in the calendar year it happens (2024 in your case), but the nondeductible status of the contributions needs to be reported on the tax return for the year they were designated for.
Does anyone know if there's any way to fix this if I already filed my 2023 taxes WITHOUT including the 8606 form? I'm in a similar situation and just realized I messed up.
Yes, you can file an amended return (Form 1040-X) to include the missing Form 8606. It's actually important to do this because the 8606 establishes your "basis" (the amount you've already paid tax on), which prevents double taxation when you eventually withdraw from the Roth IRA.
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I wanted to add something about that $4,500 fee your friend's fiancé mentioned. I'm a former tax preparer (not giving official advice), but that fee is WAY too high for what's likely needed in this case. A typical OiC application might cost $1,500-2,500 from a reputable tax professional, including preparing the unfiled returns. I'm concerned that: 1. The fiancé might be getting kickbacks from whoever he's referring her to 2. The professional is overcharging by promising "guaranteed" results 3. They might file a boilerplate OiC that has little chance of acceptance Remember that ANYONE can request an installment agreement or apply for an OiC - these aren't secret programs. The value in professional help is proper preparation and documentation, not access to "secret" programs. Also, I'd be concerned about the fiancé who promised to file her taxes and didn't. That's a major breach of trust, especially since it's causing penalties and interest to accumulate.
Thank you for this perspective! I've been really concerned about the high fee and the relationship dynamics. The fiancé has been handling her finances for a while and I'm definitely worried he's not acting in her best interest. Do you think she should separate the tax issue completely from him at this point?
Based on what you've shared, I would absolutely recommend she handle this separately from her fiancé. His track record isn't good - he failed to file her taxes for two years despite promising to do so, and now he's steering her toward an expensive service with unrealistic promises. This is a situation where she needs to take control of her own financial situation. She should consider getting a free consultation with a licensed EA (Enrolled Agent) or CPA who specializes in tax resolution to understand her real options. Many offer free initial consultations. She should go alone, without the fiancé, to ensure she gets unbiased advice.
Just want to add one thing about bankruptcy and taxes - timing is SUPER important here. For income taxes to be dischargeable in bankruptcy: 1. The taxes must be income taxes 2. The due date for filing the tax return was at least 3 years ago 3. The tax return was filed at least 2 years before filing for bankruptcy 4. The tax assessment was made at least 240 days before filing bankruptcy 5. There was no fraud or willful evasion Since her taxes for 2022 and 2023 haven't even been filed yet, they almost certainly won't be dischargeable in bankruptcy. This means she'll still owe them after bankruptcy unless she uses OiC or another resolution method.
So basically she needs to file ASAP to start that 2-year clock ticking? And if she does file for bankruptcy now, the tax debt will remain afterwards regardless?
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One important thing nobody mentioned yet - if you DO make the election to treat your non-resident spouse as a resident for the full year, remember that FBAR filing requirements will apply to her too! That means if she had over $10,000 in foreign accounts at any point during the year, you'll need to report all those accounts. This caught me and my wife by surprise last year. We made the election but didn't realize we needed to report her overseas accounts, and got a nasty letter from FinCEN about it.
Oh wow, I hadn't even thought about the FBAR requirements! Do you know if there's a specific form for that or is it part of the regular tax filing?
The FBAR (Foreign Bank Account Report) is actually filed separately from your tax return. It's officially called FinCEN Form 114 and must be filed electronically through the BSA E-Filing System. It's not part of your regular tax filing with the IRS. The deadline is technically April 15, but there's an automatic extension to October 15 if you miss the April deadline. The penalties for not filing can be pretty severe - starting at $10,000 for non-willful violations - so definitely make sure you file if your wife's foreign accounts exceeded $10,000 at any point during the year.
Another option nobody mentioned - you could file as "Married Filing Separately" this year and then switch to "Married Filing Jointly" next year when she's been here longer. Sometimes that actually works out better financially depending on your specific situation and her foreign income.
But don't you lose a bunch of tax benefits if you file separately? Like I think you can't claim education credits and some other stuff.
Nalani Liu
One important thing to know - if you sell your car to a dealership rather than private party, they may issue you a 1099 form if the amount is over $600. This doesn't change the tax situation (you still only pay tax if you sold for a profit), but it means the IRS is automatically notified of the transaction. So don't panic if you get a 1099 - you just need to properly report it on your return and show your original basis (purchase price) to demonstrate there was no taxable gain.
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Axel Bourke
•Is this a new rule? I sold a car to a dealer last year for $15k and never got any 1099 form from them.
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Aidan Percy
Everyone is focusing on federal taxes, but don't forget about state taxes! Some states have different rules about vehicle sales. For example, in Massachusetts where I live, if you sell a vehicle for more than $1000, you need to report it on your state tax return using Schedule D. You probably still won't owe taxes unless you sold at a profit, but you might need to file additional paperwork depending on your state.
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Fernanda Marquez
•Also don't forget about sales tax for the buyer! In most states, the BUYER has to pay sales tax when they register the vehicle, but a few states require the seller to collect and remit sales tax. Make sure you know your state's rules!
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