I just went through this exact situation last year! Here's what you need to do step-by-step: 1. First, determine your residency status for each state. For Michigan, you'll file as a part-year resident. 2. Gather all income documents and sort them by state. 3. Download Michigan's MI-1040 form and Schedule NR (Non-Resident/Part-Year Resident). 4. For Texas income, you won't need to file a state return since they don't have income tax. 5. On the Michigan return, you'll report ALL income for the year on the main form. 6. Then use Schedule NR to calculate what portion is actually taxable in Michigan. 7. Include documentation showing your moving dates (lease agreements, utility bills). 8. Most tax software can handle this, but double-check their multi-state capabilities. The key is properly allocating income based on when it was earned in each state!

So if husband's W-2 shows income from both states, do we need to calculate exactly how much was earned in each state? What if the employer didn't break it down that way? And for your business income, does that get allocated based on where you were physically located when providing services? I'm dealing with something similar and trying to make sure I understand the process correctly.

I'm curious about how you might prove the support requirement for your grandchild. In most cases, you would potentially need to show that you provided more than 50% of the child's support for the year, which might be somewhat complicated to calculate for a newborn who's only been with you for a month. Do you perhaps have documentation from the child's parent(s) releasing their claim to the child as a dependent? This could be relevant if they're planning to file their own tax returns.

I went through almost this exact situation on April 12th last year. Here's what I learned: the $2,000 Child Tax Credit isn't limited to just three children - that's a common misconception. Each qualifying child under 17 can get you the full $2,000 credit (with up to $1,600 being refundable). Your 17-year-old aged out of the full CTC and only qualifies for the $500 Credit for Other Dependents. Your 1-month-old grandchild, assuming you have legal custody as of December 31, 2023, should qualify for the full $2,000 CTC. Make sure you have documentation showing when you obtained custody. When I filed on February 3rd this year, I included a note explaining my custody situation and had zero issues with my refund.

I understand how overwhelming the education credits can be! I've claimed them for three years now, and here's what I learned: First, determine if you're eligible for AOTC (first 4 years of college) or LLC (any level, including grad school). Second, gather your 1098-T plus receipts for books and required course materials. Third, complete Form 8863 carefully - the worksheet helps calculate your qualified expenses. Fourth, if you received scholarships, you may need to allocate them between qualified and non-qualified expenses. I saw my refund increase by about $2,000 with AOTC, which really helped with next semester's expenses.

AOTC was a lifesaver for me tbh. Got back $2.5k last yr when I needed it most. Make sure ur actually eligible tho - must be degree-seeking, at least half-time enrollment, and within 1st 4 yrs of post-secondary ed. Also can't have felony drug convictions (weird rule but w/e). The refundable portion ($1k max) comes back to you even if u have zero tax liability. Def worth the extra paperwork IMO.

I understand the concern, but there's a big difference between sketchy "tax help" services and legitimate tools. Think of it like comparing a back-alley mechanic to a certified service center. 😂 Claimyr doesn't actually access your tax info - it's just a phone connection service that navigates the IRS phone tree and holds your place in line. They don't see your tax details at all. As for document analysis tools like taxr.ai, they're using the same level of security as major tax preparation software. The alternative is either waiting weeks for IRS help or trying to decipher complex tax changes yourself, which is like performing surgery after watching a YouTube tutorial.

According to the IRS website (https://www.irs.gov/newsroom/tax-changes-for-2023-tax-year), several temporary COVID-related tax benefits expired. I checked my own transcripts using the IRS online account portal and confirmed this. My refund dropped by $4,800 between 2022 and 2023 tax years. The National Taxpayer Advocate's annual report actually predicted this "refund shock" would affect millions of Americans this filing season.

Here's the complete process you need to follow: 1. Get a copy of your original return 2. Complete Form 1040-X (available on irs.gov) 3. Only fill out the lines that change due to the additional W2 4. Calculate the difference in tax owed 5. Include a written explanation in Part III stating you received a W2 after filing 6. Attach the new W2 to your amended return 7. Mail it to the address in the 1040-X instructions (depends on your location) Don't worry too much about the advance - if you went through a tax preparer, they typically understand these situations. But you should contact them to let them know about the amendment. Have you checked if the additional income will significantly change your tax situation?

Been thru this exact thing last yr. Forgot a tiny W2 from a side gig. Filed 1040-X in Feb and didn't hear ANYTHING until July. Smh. IRS is ridiculously slow w/ amendments. My advice: file ASAP, pay any extra tax you calculate you'll owe, and document EVERYTHING. Keep copies of when you mailed it, what you included, etc. Don't expect this to resolve quickly - but def do it before they come after you for it. The penalties aren't worth waiting.