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When entering the Form 1095-A, after entry there will be a screen asking if you got married this year, click on Yes   To enter, edit or delete your Form 1095-A - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Affordable Care Act (Form 1095-A), click the start or update button

This is so frustrating, stupid, and an easily correctable UX (User Experience).  TT asks me several times to file state taxes.  At first, I answer yes, but then my state ISN'T EVEN IN THE LIST. I would be nice if my state was IN THE LIST and when I picked it, TT told me that I didn't need to file. That would not only be a better UX, it would also be reassuring that I was making the right decisions.   So, I back out, delete the state, go the next step, Voila!  "Don't forget about Your State Return".  I didn't forget... YOU DID.  These minor annoyances, make the UX frustrating and causes us to second guess our decisions.  If you know I don't need to pay state takes, please stop asking (or just say "you don't need to do this).  The reason I'm saying this is that tax laws change.  I've been fortunate to live in a tax free state for most of my life. However, even though income make not be taxed, it doesn't meat that DIV or Capital Gains tax isn't (it's not now, but it was up to 2023).  All I'm saying is that if TT knows... please come right out and say it, and then stop asking after we get through that point.   On another note... Speaking of bad UX... right in the middle of typing this response, the website decides to put a popup survey in front of me.  👎

AI answer to google search for are stipends taxable:   How you report a stipend depends on your relationship with the payer: Employees: Taxable stipends are often reported on a Form W-2 in Box 1. Employers typically withhold income, Social Security, and Medicare taxes from these payments. Non-Employees/Contractors: Payers may not withhold taxes. If the amount exceeds $2,000 in 2026 (increased from $600 in 2025), you may receive a Form 1099-MISC or 1099-NEC. Students: Taxable portions not reported on a W-2 should be reported on Form 1040, Schedule 1, Line 8r as "Scholarship and fellowship grants". International Recipients: Nonresident aliens are usually subject to a 30% withholding rate (which may be reduced by tax treaties) and receive Form 1042-S

Since you do not have your Form 3922, you will need to use your paystubs and plan documentation.   You will need: The stock price on the day the offering period began The stock price on the day the stock was bought for you What you paid per share (final paystub for the year your stock was purchased)   Next, you calculate the "Ordinary Income" versus "Capital Gain" by checking your W-2 and calculating the purchase date FMV minus price paid, multiplied by the number of shares.   If after double-checking the amount you calculated is already included in your W-2 Box 1, then you can adjust your basis on Form 1099-B.   You will adjust your Form 8949 by adding the basis you calculated to the basis reported on Form 1099-B to get your Adjusted Cost Basis.   If you need to make an adjusting entry for your Form 1099-B, scroll down below Box 1e - Cost or other basis. There, you will find the, "The cost basis is incorrect or missing on my 1099-B".   Additionally, if your Form 1099-B has data included in boxes not visible on the screen, check the, "I have other boxes on my 1099-B to enter", which will open more boxes. However, if the amount you calculated above is not included in your W-2, you must report it as "Other Income", by going to Wages & Income and scrolling down to "Less Common Income" and selecting "Miscellaneous Income, 1099-A, 1099-C". There you will input the amount and, "ESPP Ordinary Income", as the description.

It depends. If you have signed into your TurboTax Online account you can select the tax year you want to amend. There is no delay when trying to amend a prior year return.   The amendment can be completed using the steps below and if necessary you can use the IRS transcript for your original 2023 or 2024 tax return. How do I amend a tax return for a prior year?  Can I e-file my federal Form 1040-X? (You may need to file the state return by mail.) Follow the instructions if for some reason the TurboTax Desktop products are required. 

Yes I was confused. It is included in box 1, but still wondering if the actual amount we paid the school can be considered as out of pocket for claiming the AOTC because it wasnt awarded by school to cover only QEE? I'm probably confused but wanting to make sure I'm not missing something.

If you did not perform your work in Maryland for UMGC, then your income as an employee of UMGC is not considered to be Maryland source income.  The location of your employer does not define the source of the income, where you perform the work does.   If you did physically work in Maryland, then it would be Maryland source income.

It depends.  Although the final modification was not completed until 2023, and if there was a change to the alimony amount even though it was not yet complete, the tax law indicates you can follow the rules of the Tax Cuts and Jobs Act (TCJA). You can review the tax rules as they relate specifically  to your situation. Can I deduct alimony paid? -- This is specifically for the payer of the alimony, but for your review. Do I need to report alimony I received from a former spouse? This statement seems to indicate the possibility of tax law taking precedence. 'If the fathers alimony tax deduction should be disqualified, then either party may seek to modify the alimony the Father is obligated to pay to the Mother'.    Legal advice must come from your legal counsel however you can read the information provided to decide if any modification was made after 2018. If so, I have provided the steps to amend your 2022 tax return should you need them. The due date for any refund will be April 15th and I would advise earlier and keep a record of mailing the return such as a receipt or reference number.   Follow the instructions in the link below to obtain the necessary TurboTax Desktop products (2024 and 2023, 2022).   The amendment can be completed using the steps below and if necessary you can use the IRS transcript for your original 2023 or 2024 or 2022 tax return. How do I amend a tax return for a prior year?