Thanks so much for the help. Makes sense.
Unfortunately, no free file. 2 summers ago, in a summer job, she somehow got enrolled in a retirement plan. Ridiculous. Whopping $120 saved but 1/2 gone with fees. She took distribution to "get this thing off the books" last year. So, she has a 1099-R (with $5 tax penalty) for tax year 2022. This prohibits free file. So, I will go the D-40B route.
Can I ask you one more related question? I promise last one. 🙂
My daughter will be graduating in May. And, she has decided to take a job in DC that starts in August. Looking ahead to her taxes next year, (2023 taxes), I'm wondering about DC residency status then. Jan thru May she is student (so Washington State resident). May thru July uncertain ... maybe some travelling ... maybe come back home to Washington State for a while. August thru December working in DC ... which is 5 months of employment (less than the 183 day criterion on D-40B form). What do you see as defining her resident status with these circumstances? I'm guessing part time resident of Washington State and part time resident of DC. Should she literally be tracking days in the May to August interim period? Noting she may also be holding on to her shared apartment situation in DC until August (even thought she will be there periodically).
Thanks again. You have been very helpful.
Timoshenko
