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Wrong middle initial on dependent - Federal accepted, State pending. Will this cause issues?
My federal return was accepted but state is still pending. Just noticed I put the wrong middle initial for my daughter on the forms. Starting to freak out about whether this will cause problems or delay everything.
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TurboTax not accepting KY KW-2 form - State tax filing issues while federal went through
Filed my taxes on TurboTax and they're telling me the KW-2 form for Kentucky isnt supported. They processed my federal return but I cant do my state return because of this. Anyone else running into this issue? Should I just use a different service for my state return?
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wait whats a KW-2? i just filed with my regular W-2 for Kentucky
KW-2 is for state government employees in KY
ohhhh that makes sense now lol
I had the exact same problem! Ended up calling TurboTax support and they basically said "sorry, use something else for state filing." Really frustrating since I already paid for their deluxe package. Switched to FreeTaxUSA for my KY return and it handled the KW-2 form perfectly. Only cost me $15 for the state filing vs trying to figure out TurboTax's workarounds.
How do you know if you're missing tax forms like 1099-G? Ways to track down missing forms before filing
Title: How do you know if you're missing tax forms like 1099-G? Ways to track down missing forms before filing 1 With all the moving around I've done this year (switched apartments twice and changed states in December), I'm super anxious about missing important tax forms. My mail has been kind of a disaster through all these transitions. I know my employer will send me my W2, but what about those other random tax forms? Specifically, I'm wondering about things like the 1099-G for unemployment I collected briefly last spring before starting my new job. I've set up mail forwarding, but we all know how reliable that can be sometimes... If the post office loses my 1099-G or other forms in the shuffle, how would I even know I'm missing something? And more importantly, will the IRS come after me if I don't report income from forms I never received? It's not like I'm trying to hide anything, but I can't report what I don't know about! Anyone know how to make sure you've got ALL your required forms before filing? I'm stressing about this way more than I probably should.
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3 Don't forget about state tax forms too! I made the mistake of only worrying about federal forms and completely missed that I needed a specific form from my previous state after moving mid-year. Each state has different requirements. If you moved between states, make sure you check both states' tax department websites for any forms you might need. Many states also have online systems where you can create an account and see your tax information directly.
23 Good point about states! Do you know if the IRS transcript thing shows state forms too or just federal? Moving between states seems like tax nightmare fuel.
3 The IRS transcript only shows federal forms, not state ones. Each state maintains their own separate tax systems, so you'd need to check with each state tax department individually. And yes, moving between states can definitely complicate your taxes! You typically need to file part-year resident returns in both states, and the rules for how income is allocated between states varies. Some states have reciprocity agreements that simplify things, while others make it more complex.
11 Something nobody mentioned yet - if you had health insurance through the marketplace (Obamacare), make sure you get your Form 1095-A. Unlike most other forms, you actually NEED this one to file if you received any premium tax credits. They don't just mail it automatically - you need to log into your healthcare.gov account (or state exchange) to download it. I missed this form last year and had to file an extension because you literally cannot calculate your taxes correctly without it if you got subsidies.
21 Do they at least email you when the 1095-A is ready? I'm on marketplace insurance for the first time this year and trying to be proactive.
They should email you when it's available, but don't rely on it completely. I'd recommend checking your healthcare.gov account starting in late January. The 1095-A forms are usually available by early February at the latest. Pro tip: even if you didn't receive premium tax credits during the year, you still might need this form if you were eligible for them. The marketplace sometimes processes things in ways that require the form for accurate filing. Better to download it and have it than scramble later!
Why don't I qualify for the American Opportunity Credit as a student?
I'm in my junior year of college and trying to figure out this tax stuff on my own using TaxAct. My parents aren't claiming me as a dependent (they make too much money to get education credits anyway, so they've never used them). I'm really confused because the software is letting me deduct $5,000 in qualified tuition and fees, but says I don't qualify for either the American Opportunity Credit or the Lifetime Learning Credit. For the Lifetime Learning Credit, I'm guessing I don't qualify because my deductions already brought my taxable income down to zero. But for the American Opportunity Credit (AOC), I thought even if your taxable income is zero, you can still get up to $1,000 refunded to you? I feel like I meet all the requirements: I'm an undergrad, full-time student throughout the entire 2024 academic year, my tuition and fees after scholarships and grants was around $10,500, I've never been convicted of anything, and my income is nowhere near the $90,000 limit. I'm completely stumped about why I wouldn't qualify. The only thing I can think of is...
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Have you checked if you're marked as "may be claimed as a dependent" in your tax software? Even if your parents aren't actually claiming you, if you check that box saying you CAN be claimed as a dependent, you won't qualify for the AOC. This happened to me - super frustrating, but an easy fix!
I just checked that! You're right - I accidentally selected "I can be claimed as a dependent" even though my parents and I agreed they wouldn't claim me. As soon as I fixed that, the software recalculated and now I'm eligible for the full $2,500 American Opportunity Credit with $1,000 refundable. I can't believe it was such a simple mistake. Thanks so much for pointing this out!
quick question - does anyone know if you have to subtract ALL scholarships from your qualified education expenses, or just the ones that were specifically for tuition? i got an athletic scholarship that's technically for "being a student athlete" not specifically for my tuition???
You only need to subtract scholarships and grants that were specifically designated for qualified education expenses (tuition, fees, course materials). If your athletic scholarship wasn't specifically earmarked for tuition, but was instead for your role as a student athlete, you may not need to subtract it from your qualified expenses. However, be careful - if your scholarship award letter or financial aid statement indicates the athletic scholarship is for "tuition and fees" or "educational expenses," then you would need to subtract it. The key is how the scholarship is officially designated by your school.
@Yuki Yamamoto is spot on about checking the official designation. I d'also suggest looking at your 1098-T form - Box 5 should show the total amount of scholarships/grants your school reported to the IRS. If your athletic scholarship is included in that amount, you ll'likely need to account for it when calculating your qualified expenses for the AOC. The tricky part is that even if a scholarship isn t'specifically labeled for "tuition, if" it reduces your out-of-pocket costs for qualified expenses, it can still affect your credit eligibility. Your financial aid office should be able to clarify exactly how they categorized your athletic scholarship for tax purposes.
Should I have gotten a CRP for my tax filing this year?
I'm really confused about my tax situation this year. I've been hearing about this thing called a CRP that I might need for my taxes. My friend mentioned it when we were discussing our returns last weekend, and now I'm worried I should have gotten one but didn't. I make about $65,000 annually working as a contractor for a tech company. I've been filing my taxes as self-employed for the past 3 years, but I never received or filed any CRP form. I usually just report my income using 1099 forms from my clients. Is this something I should be concerned about? I don't want to get in trouble with the IRS for missing required documentation. If I do need it, can I still get one now, or is it too late for this filing season? Any help would be really appreciated!
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Has anyone used the IRS Free File program for filing with self-employment income? I'm in a similar situation to OP and wondering if it handles Schedule C well or if I need to pay for additional software.
I used FreeTaxUSA last year for my Schedule C filing and it worked great. It's not part of the IRS Free File program, but it's only $15 for state filing and federal is free. Way cheaper than TurboTax and handled all my contractor income perfectly.
I think there's been some great clarification here already! Just to summarize for anyone else reading this thread - "CRP" in taxes typically refers to Conservation Reserve Program payments for agricultural landowners, which definitely doesn't apply to your contracting situation. As a tech contractor making $65k annually with 1099 income, you're absolutely on the right track filing Schedule C for your business income and Schedule SE for self-employment tax. No special agricultural forms needed! Your friend was probably either talking about the Conservation Reserve Program (if they're involved in farming), or possibly meant CRP as in Certified Retirement Planner - someone who helps with retirement tax planning. Either way, there's no missing form you need to worry about for your regular contracting business. Keep doing what you're doing with your 1099s and Schedule C - sounds like you've got it handled correctly!
AstroAce
Bruh state returns are a joke this year. I filed 6 weeks ago and still nothing...its not the middle initial trust
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Chloe Martin
same boat here. state system is straight 🗑️
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Mia Alvarez
Don't worry about the middle initial! I work in tax prep and see this all the time. The IRS system primarily matches on SSN and first/last name - middle initials rarely cause rejections or delays. Your federal acceptance is a good sign that the core info is correct. State delays are super common this year, probably just their normal processing backlog. You should be totally fine! 👍
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