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I'm not sure if anyone mentioned this, but most tax software has a specific "part-year resident" wizard or interview section. For example, in TurboTax, there's a separate section for "I lived in more than one state." Have you specifically completed that section? Also, double-check your W-2s. Sometimes employers mess up and put the wrong state code on your W-2, which can cause exactly the issue you're describing. My company once put CA on my W-2 even though I had moved to OR, and it caused a similar double-taxation problem.

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Khalil Urso

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This is great advice. I had this exact issue with H&R Block's software. There was a separate "multiple states" section I completely missed initially. Once I found it, everything calculated correctly. The NY/VA situation is especially tricky because both have state income tax.

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This is a classic multi-state tax issue that trips up a lot of people! The key thing to understand is that you should NOT be paying full income tax to both states - that's definitely wrong. Here's what's likely happening: your tax software is treating you as a full-year resident of both states instead of a part-year resident. This causes it to calculate taxes on your entire annual income for both states, which is exactly what you're seeing. To fix this, you need to: 1. Make sure you've selected "part-year resident" (not just "resident") for both NY and VA 2. Enter your exact move date (July 1st, 2024) 3. Verify that your NY income is only what you earned Jan-June while living in NY (~$52k) 4. Verify that your VA income is only what you earned July-Dec while living in VA (~$19k) The taxable income amounts you're seeing ($61k for NY, $58k for VA) suggest the software is applying deductions incorrectly or double-counting income. Once you fix the residency settings, those numbers should drop dramatically. Also, just to confirm - you mentioned having separate W-2s from each employer. Make sure when you enter each W-2, you're telling the software which state that job was performed in. This helps the software properly allocate the income. Good luck! This should result in a much better outcome once sorted out properly.

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This is really helpful! I'm dealing with a similar situation moving from Illinois to Florida mid-year. One thing I'm confused about - you mentioned making sure to tell the software which state each job was performed in when entering W-2s. Is this different from just entering the state code that's already printed on the W-2? My Illinois W-2 has "IL" in the state box, but I want to make sure I'm not missing some separate step in the software. Also, does it matter if I had any overlap period? I technically had a few days where I was still getting paid by my old employer while starting my new job - would that complicate the income allocation?

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Does anyone know if the gift tax exclusion amount changes every year? I remember it being much lower like $14k or $15k in the past. Want to make sure I'm using the right number for 2024.

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Zara Shah

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Yes, it does change! The gift tax exclusion gets adjusted for inflation periodically. It was $15,000 for a few years, then went up to $16,000, then $17,000, and now it's $18,000 for 2024. The IRS usually announces the next year's amount in the fall.

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Just wanted to add another perspective on the timing aspect of stock gifts. If you're gifting stocks that have appreciated significantly, consider the potential impact of the wash sale rule if your daughter might sell them soon after receiving them. Also, make sure to coordinate with your brokerage about the actual transfer process. Most brokerages have specific forms and procedures for gifting securities between accounts. Some require both parties to have accounts at the same institution, while others can facilitate transfers to external brokerages. One more tip - if you're planning to make this an annual gift to help build her portfolio over time, consider setting up a systematic approach. You could gift a portion of your holdings each year to stay within the exclusion limits and spread out the tax implications for her over multiple years. This strategy works particularly well with growth stocks that you expect to continue appreciating.

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Oliver Brown

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This is really helpful advice about the systematic approach! I'm actually in a similar situation where I want to help my kids build their portfolios over time. When you mention spreading out the tax implications over multiple years, does that mean the capital gains tax burden gets smaller each year, or is it just delayed? Also, do you know if there are any restrictions on how frequently you can gift stocks to the same person? Like could I theoretically gift $18,000 worth of stocks in January and then another $18,000 in December of the same year, or does it have to be spread across calendar years?

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Has anyone used Credit Karma Tax (now Cash App Taxes) to file an amended return for a missed 1099-R? I'm in a similar situation but don't want to pay TurboTax's fees again just for an amendment.

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I used Cash App Taxes to amend a return last year for a missing 1099-R. It was fairly straightforward but you need to have your original return handy. The interface walks you through what changed from your original return. Just make sure you enter the full distribution amount and then the taxable portion separately (they're different for excess contribution returns).

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Tyler Murphy

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Just wanted to share my experience since I went through something very similar last year. I also had a job change situation where I over-contributed to 401k plans and received a corrective distribution in 2022 that I completely forgot to include on my return. The good news is that since you found the 1099-R and can see it shows code "P" with only $276 taxable, your tax impact should be pretty minimal. I was in a similar boat - my taxable portion was only around $300 and the additional tax owed was less than $100. I filed the 1040-X amendment myself and it was processed without any issues. The key things I learned: 1) File the amendment as soon as possible to show good faith, 2) Include a brief explanation that you're self-reporting an omitted 1099-R, and 3) Make sure to pay any additional tax owed with the amendment to minimize interest charges. The IRS was actually pretty reasonable about the whole thing since I caught and corrected it myself before they sent any notices. Don't stress too much - this happens more often than you'd think with job changes and retirement account corrections.

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Luca Romano

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This is really reassuring to hear from someone who went through the exact same situation! I was honestly panicking thinking I was going to owe thousands in penalties. The fact that your additional tax was under $100 makes me feel so much better about moving forward with the amendment. Quick question - do you remember roughly how long it took for your 1040-X to be processed? I'm hoping to get this resolved quickly so I can stop worrying about it. Also, did you have to mail in the paper form or were you able to file it electronically somehow?

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Sofia Ramirez

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I just went through this same situation a few weeks ago! After years of using Credit Karma Tax, I was really frustrated when it disappeared. But I can confirm that Cash App Taxes is the direct successor and it's still completely free. What's great is that you don't actually need to download the Cash App or link any bank accounts - you can just go directly to their tax website and create an account there. The interface is almost identical to what Credit Karma had, so there's barely any learning curve. I was able to file my federal and state returns completely free, including some stock transactions and student loan interest deductions. The whole process took about the same amount of time as Credit Karma used to take. Definitely beats paying TurboTax's ridiculous fees for what should be a simple tax filing! If Cash App Taxes doesn't work out for some reason, I'd also recommend checking out FreeTaxUSA as a backup option - free federal filing with just a small state fee.

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Amy Fleming

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This is so helpful, thank you! I was really worried I'd have to start paying for tax software after using Credit Karma for free all these years. It's reassuring to know that Cash App Taxes maintains the same quality and ease of use. I'm definitely going to try it out before considering any paid options. The fact that you don't need to download the actual Cash App is a huge plus for me since I prefer doing my taxes on my computer rather than my phone.

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Ava Thompson

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I can relate to this frustration completely! I was a long-time Credit Karma Tax user too and was really disappointed when I couldn't find it this tax season. After doing some research, I discovered that the service essentially lives on as Cash App Taxes now - it's the same underlying platform that Credit Karma used, just under new ownership. The transition happened because when Intuit acquired Credit Karma, they were required to sell off the tax filing portion due to antitrust concerns. Square (now Block) bought it and rebranded it as Cash App Taxes, but kept all the core functionality that made Credit Karma Tax so popular. I've been using Cash App Taxes for my 2024 filing and it's honestly almost identical to the old Credit Karma experience - same intuitive interface, same comprehensive coverage of tax situations, and most importantly, still completely free for both federal and state returns regardless of income level. You can access it directly at cash.app/taxes without needing to download the Cash App mobile application. I'd definitely recommend giving it a try before paying TurboTax's fees. It should handle your simple return just fine and save you that $89+ you're trying to avoid!

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Ella Thompson

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This has been such an educational thread! As someone who's been avoiding filling out my W4 properly for years, I finally feel like I understand what I'm actually doing. The key insight that helped me the most is understanding that the W4 is basically your estimate/prediction of what your tax situation will look like, not some permanent commitment. I've been treating it like it was carved in stone, but knowing I can update it anytime throughout the year if my situation changes really takes the pressure off. For anyone else still confused: if you have a qualifying child and expect to claim the $2,000 child tax credit when you file, put that child in Step 3 of your W4. This tells your employer to withhold less from each paycheck (spreading that $2,000 credit across the year). Just make sure you actually qualify - the child needs to live with you more than half the year, be under 17, and meet the other IRS requirements. The most important thing I learned is to be conservative if you're unsure. Getting a small refund is way better than owing money and potentially facing penalties. You can always adjust your withholding once you're more confident about your situation. Thanks to everyone who shared their real experiences - this kind of practical advice is so much more helpful than trying to decode the official IRS instructions!

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Ava Martinez

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@Ella Thompson I m'so glad this thread helped clarify things for you! I was in the exact same boat - treating the W4 like some scary permanent document that I couldn t'touch. The estimate/prediction "framing" really is a game-changer for understanding how it actually works. One thing I d'add that might help other newcomers: when you do claim your dependent in Step 3, keep your first few paystubs after the change so you can see exactly how much your withholding decreased. It s'really satisfying to see the math work out in real life! Plus having those paystubs helps if you want to calculate whether you re'on track for your target refund amount or (lack thereof as) the year progresses. The conservative approach is definitely smart. I started with claiming my one child and then made small adjustments over a couple months once I could see how it was affecting my actual paychecks. Much less stressful than trying to get it perfect right from the start!

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This thread has been incredibly helpful! I've been struggling with the same W4 confusion for months. What really helped me understand it was thinking of the dependent section as essentially telling your employer "reduce my weekly withholding because I'm planning to get this credit at tax time." I have a 12-year-old who lives with me full time, so I should qualify for the $2,000 child tax credit. Based on everyone's explanations, I need to enter him in Step 3 so my employer withholds less from each paycheck throughout the year - basically spreading that $2,000 credit across my paychecks instead of waiting for a big refund. One thing that's still confusing me though: if I'm single and make around $65K per year, should I expect any other complications with the child tax credit? I keep reading about income limits and phase-outs but I'm not sure if that affects someone at my income level. I want to make sure I'm not setting myself up for problems when I actually file my taxes. The advice about being conservative makes a lot of sense - I'd definitely rather get a small refund than owe money and stress about it. And knowing I can adjust my W4 if something changes is really reassuring!

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@Marina Hendrix At your income level $65K, (single ,)you shouldn t'have any issues with the child tax credit phase-out! The credit doesn t'start to phase out until your adjusted gross income hits $200,000 for single filers, so you re'well below that threshold. You should be able to claim the full $2,000 credit for your 12-year-old without any complications. Since he lives with you full-time and is under 17, you meet all the basic requirements. Your income is actually in a really good sweet spot where you don t'need to worry about the various income-based limitations that can make taxes more complicated. Go ahead and claim him in Step 3 of your W4 - you re'doing exactly the right thing by having less withheld throughout the year instead of giving the government an interest-free loan. Just keep those first few paystubs after you make the change so you can see how much extra you re'getting each pay period. It s'pretty motivating to see that money in your pocket right away rather than waiting until next April! Your conservative approach is perfect for a first-timer with this. You can always fine-tune your withholding later if you want to get closer to breaking even at tax time.

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