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Because you moved from a state with no income tax, you will want to file as a nonresident.   An individual who is a South Carolina resident for only a portion of the tax year may choose the filing method below that is the most beneficial:  Compute South Carolina tax as a South Carolina resident for the entire year. You include all federal taxable income and claim a credit for Income Tax paid to another state.   Compute South Carolina as a nonresident, using the amounts that are taxable to South Carolina. Amounts taxable to South Carolina include all items of income, gain, loss, or deductions earned from South Carolina sources or while you are a South Carolina resident.   

No, if you do not have your own HSA, and she is just paying your medical expenses to the providers with that money.  If it is her HSA, she will report the contributions and withdrawals.  One with a family HSA can spend the money on themselves, their spouse, or dependents.

You only enter your Paid Family Leave from Form 1099-G in the Unemployment and paid family leave Section under Unemployment Government benefits on Form 1099-G.  It shouldn't be under Other Income.   Delete the entry under Other 1099-G Income. Follow the steps below to delete the information that you entered there. In the Wages & Income section, scroll down to Other 1099-G Income On the Government Payments Summary screen Select the trash can  next to the payment that you entered. This should eliminate the duplicate entry.

Yes, you CAN do it that way.     You previously said "If it is taxed on his return, it would be pretty much a wash whether he does or doesn't take the non-refundable AOTC once we factor in the loss of the $500 dependent credit" That depends on the numbers. The AOTC is 100% of the first $2000, even when it's not refundable.  The taxable portion of a 529 distribution is unearned income. As such, it is subject to the "Kiddie tax" and he only gets a $1300 standard deduction.    Whether there is any scholarship money or other income also affects then calculation. 

  Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2023 tax return shows your 2022 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2023 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2023 AGI may not be in the system. 

Awesome! Thank you for clearing that up! Yes, you alone moving forward can report the estimates under your social or the EIN and actually with your new information, you have another option. This will sound bizarre, but, the two of you are MFJ so you can have him take more out from his job to cover your self-employment. All of the business income is being reported on Sch C inside of your joint return. The money withheld from his job or the estimated taxes you pay will be reported on your joint return for credit.  The self-employment taxes you pay when filing will be credited to your Social Security account along with your income.

If this is related to the Ask the Experts event today, all questions and answers are on this page for now. They will soon be moved to the appropriate forums. Unfortunately, we cannot download or email questions and responses. But feel free to print what you need.  And if it's related to something else, please provide more details so that we can assist you. 

You will indicate that the old one was retired and create a new asset for the new car.    In order to add a new vehicle and retire the old, here are the steps: Navigate to Federal > Wages & Income > Self-employment income and expenses Edit your business  Choose add expenses for this work Choose pencil icon to the right of vehicle expenses Add another vehicle for the new purchase Go back to the vehicle summary again after that, and choose the pencil next to the old one to edit On the screen Let's get some info about this vehicle, indicate you stopped using the vehicle in 2024 When you see the screen asking for sales price, enter $0 since you gave it away.

If the 480 was a state tax refund, no you don't add that as income.  That would be on Form 1099-G If you took the Standard Deduction on LAST year's federal return, do not enter the 1099-G this year.    Are you asking something different? 

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   If the IRS accepted it, what does it say here?   https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”