What information am I lacking to complete my TaxUSA filing accurately?

TaxUSA should be able to handle all of these situations, but you're right to make sure you have the correct information before filing. Let me help clear things up: For your freelance income - yes, you absolutely need to report that $4,200 even without receiving a 1099. The IRS requires you to report all income regardless of whether you received tax forms. In TaxUSA, look for the "Self-Employment" or "Business Income" section (sometimes under "Income" → "Less Common Income"). You'll enter it there, and the program will automatically generate a Schedule C for you. Regarding the two-state situation - you will likely need to file returns in both states. The W-2 from each employer should show state income tax withholding for the respective state in boxes 16 and 17. If you don't have that information, you'll need to contact your employer(s) for copies of your complete W-2s with that data. For the state returns in TaxUSA, it should walk you through filing for multiple states. Just make sure you have your dates of residency for each state and the income earned while a resident of each state.

I had a similar problem with missing tax info last year and found taxr.ai (https://taxr.ai) super helpful. It's like having a tax expert look over your shoulder without paying those crazy accountant fees. I uploaded screenshots of my incomplete documents and some of my bank statements, and it actually identified exactly what I was missing for my TaxUSA filing. It was able to tell me which forms I still needed and where to get them. What impressed me most was how it handled my missing 1099 situation - it helped me calculate my freelance income accurately from my bank deposits and told me exactly how to report it in TaxUSA. They have this document analyzer tool that reviews everything and flags potential issues before you submit to the IRS. Saved me from making a huge mistake with my state residence status that would have definitely triggered an audit.

Wow I actually tried taxr.ai after seeing this thread and it was exactly what I needed! I was stuck on my TaxUSA filing too because I had this weird situation with investment income and couldn't figure out which forms I needed. Their document analyzer immediately identified that I was missing my 1099-DIV from a brokerage account I forgot about (oops) and even guided me through how to request it. Got everything sorted in under an hour when I'd been stuck for days. They also caught that I had eligible education credits I wasn't claiming! The interface was super straightforward too - way less confusing than I expected. Definitely using this again next year before I start my taxes to make sure I have everything lined up.

If you're missing information from the IRS or need to verify what forms should have been filed for you, I found a service called Claimyr (https://claimyr.com) that was incredibly helpful. I was in a similar situation where I wasn't sure if a company should have sent me a 1099 and couldn't get a straight answer. I had been trying to call the IRS for literally weeks and could never get through - just endless hold times until I eventually got disconnected. Claimyr got me connected to an actual IRS agent in about 15 minutes. The agent was able to tell me exactly what forms had been filed under my SSN and what was still missing. There's a video that shows how it works here: https://youtu.be/_kiP6q8DX5c - basically they navigate the IRS phone tree for you and call you when an agent is about to pick up. Saved me hours of hold music!

I have to eat my words about Claimyr being a scam. After posting that comment I was so frustrated with my TaxUSA situation that I decided to try it anyway. I got connected to an IRS agent in about 20 minutes (during peak tax season!!). The agent confirmed exactly which forms had been filed for me and which were missing. Turns out my employer had actually filed my W-2 under a slightly misspelled name which is why it wasn't showing up in the TaxUSA system when I tried to import it. I was able to get the information corrected and finish my return. Would have been stuck in limbo for weeks without this. Never been so happy to be wrong about something being a scam!

From my experience with TaxUSA, here's a checklist of what you might be missing: 1. For freelance income: you need the total amount earned, business expenses (keep receipts!), and info about who paid you (name/address) 2. For two-state filing: exact move date, income allocation between states, and any state-specific tax credits 3. Check if you have other income sources: bank interest, investments, rental income, etc. 4. Don't forget deductions like student loan interest, medical expenses, charitable donations The TaxUSA interface does navigate you through most of this, but sometimes it's not clear what specific documents you should have on hand. Their help center has some decent guides if you search "missing information" or "required documents.

Just want to add that TaxUSA has a feature called "Form Finder" that most people don't know about. It's buried in their help menu but super helpful for situations like yours. It asks a series of questions about your life events from the past year (job changes, moves, investments, etc.) and gives you a personalized checklist of forms you should have. Also, for the state issue, speaking from experience - don't try to "guesstimate" your income allocation between states. If you get it wrong, either state might come after you for additional taxes. If you don't have exact numbers, the safest approach is to request a wage and income transcript directly from the IRS which will show the exact amounts reported by state.