You must pay back some of the ACA health insurance subsidy when your income is higher than estimated. See when you may benefit from the repayment cap.
Split-Year Backdoor Roth IRA in FreeTaxUSA, 2nd Year
Follow this detailed walkthrough of how to report in FreeTaxUSA recharacterizing and converting backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in FreeTaxUSA, 1st Year
Follow this detailed walkthrough of how to report in FreeTaxUSA the backdoor Roth contribution made or recharacterized for the previous year.
Backdoor Roth in H&R Block: Recharacterized in the Same Year
Follow this detailed walkthrough of how to report in H&R Block recharacterizing a Roth IRA contribution in the same year and converting to Roth again.
Split-Year Backdoor Roth IRA in H&R Block, 2nd Year
Follow this detailed walkthrough of how to report in H&R Block tax software converting recharacterized backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in H&R Block, 1st Year
Follow this detailed walkthrough of how to report in H&R Block tax software the backdoor Roth contribution made or recharacterized for the previous year.
2023 Free E-File State Tax Return Directly on the State’s Website
TurboTax and H&R Block charge $25 to e-file a state tax return. Follow these links to e-file for free directly on your state revenue agency’s website.
Make Treasury Interest State Tax-Free in TurboTax, H&R Block, FreeTaxUSA
Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.
2023 Mortgage Interest Limit in TurboTax, H&R Block, FreeTaxUSA
Here’s how to handle mortgage interest deduction in tax software TurboTax, H&R Block, and FreeTaxUSA when your mortgage is above the $750,000 limit.
2023 Self-Employed ACA Health Insurance Subsidy In H&R Block
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use H&R Block software to calculate the subsidy and tax deduction.
2023 Self-Employed ACA Health Insurance Subsidy In TurboTax
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use TurboTax to calculate the subsidy and tax deduction.
How to Enter 2023 Foreign Tax Credit Form 1116 in H&R Block
You need to file Form 1116 with your tax return when you paid more than $300 or $600 in foreign taxes. Here’s a walkthrough for how to do it in H&R Block.