Anyone know if these state tax-exempt dividend issues work the same way in TaxHawk? I've heard it's basically the same as FreeTaxUSA but with a different name.

Just wanted to add my experience here - I had the exact same Wealthfront/FreeTaxUSA struggle last year! What finally worked for me was logging into my Wealthfront account and downloading ALL the tax documents, not just the main 1099-DIV. There's usually a "Tax Center" or "Tax Documents" section where you can find the supplemental state information that breaks down which dividends are exempt by state. Once I had that state breakdown, entering it in FreeTaxUSA was actually straightforward. In the state section (after you've entered your federal 1099-DIV info), there's a specific question about state-exempt interest and dividends. You just enter the amount that's exempt for your specific state based on that Wealthfront supplemental document. The key thing I learned is that you can't rely on just the 1099-DIV form - you really need that additional state-by-state breakdown that Wealthfront provides separately. Hope this helps save you some of the hair-pulling I went through!

Don't forget that with self-employment income, even just from occasional speaking gigs, you'll need to pay the self-employment tax (15.3%) on top of income tax. That can come as a shock if you're not prepared for it. The good news is that you can deduct half of the self-employment tax on your 1040, and you can also take deductions for business expenses that will reduce the taxable amount.

Just to add to all the great advice here - don't stress too much about making it sound like a "real business" when filling out Schedule C. The IRS understands that people have occasional 1099 income that doesn't constitute an ongoing business. For your husband's situation, I'd suggest: - Business name: You can just put his name or leave it blank - Principal business code: 611430 (Professional and Management Development Training) works well for academic speaking - Business address: Your home address is fine - Accounting method: Cash (unless he invoiced but wasn't paid until later) The key thing is to be honest about any expenses he had. Did he travel to these symposiums? Buy books or materials for his presentations? Even things like printing handouts or a new shirt for the presentations could be deductible. Also, keep in mind this will likely increase your tax liability since it's subject to both income tax AND self-employment tax. But the deductions can help offset some of that impact. Your FreeTaxUSA software should handle all the calculations once you input the information - it's really not as complicated as it initially seems!

Just wanted to add that you can also check the IRS "Where's My Refund" tool online to see if your refund status matches what you received. It will show if the IRS processed your return and the exact amount they sent out, which can help confirm that the SBTPG deposit is indeed your refund. The tool is at irs.gov/refunds and you just need your SSN, filing status, and the exact refund amount from your return. If the IRS shows they sent out $865 but you only received a smaller amount from SBTPG, then you know the difference went to TurboTax fees. If the IRS shows they sent a smaller amount, then there might have been an adjustment to your return that you weren't aware of. This has helped me in the past when I had similar confusion about unexpected deposits!

I guess I'm confused, my total tax prep according to Turbo Tax was 347.00 (Full service 189.00, 49.00 online State, 69.00 Tax Max and refund processing 40.00) Total tax prep was 347.00... My refund shows 792.00 less the professional service was 347.00... I should had 445.00 deposited but instead they show 422.38, What happened the remaining 22.62 that was part of the planned deposit? This is concerning.

dont worry fam ur money is coming. the IRS is actually pretty good about sticking to the DDD once you get one

Same DDD here! 2/11 gang 😅 I've been refreshing my bank app like crazy too. From what I've seen in previous years, most people with big banks (Chase, Wells Fargo, etc.) don't see it until the actual date or sometimes even the day after. The IRS usually sends it out on Friday for a Tuesday DDD, so your bank probably has it but is just holding it. Hang in there! 💪

I've been through this multiple times and here's what you need to know about code 570: • It's a temporary hold that can be triggered by many different things • If it's PATH Act related, you'll usually see TC 570 with a date of April 15, 2024 • If you claimed refundable credits (EITC/ACTC), the PATH Act prevents refunds before mid-February • A 570 followed by 971 usually means they're sending you a letter • Most 570 codes resolve within 2-3 weeks without any action required Most importantly, don't panic - about 70% of these resolve automatically.

I'm dealing with something similar right now! Filed in early February and got a 570 code that appeared last week. From what I've researched, the timing matters a lot - if your 570 appeared around the same time as mine (mid-March), it's more likely to be routine verification rather than PATH Act related. The PATH Act delays typically show up much earlier in the process. I'm trying to stay patient since you mentioned last year worked out fine by April 2nd. Fingers crossed we both see movement soon!