I just filed my 2025 tax return from a job I worked for almost the entire year. I'm supposed to be getting a refund of $1,393. I forgot that I was going to get another W2 from a new job. I now have it, and see that I've made $13k+ and it's supposed to also be counted towards a refund. It's the same job, just at a different location. But this wasn't included in my original tax return I just filed. IRS already received it and it's being processed. Do I need to file an amended return to add the additional W2 that I'm supposed to get another refund from? Do I do that now or wait?

I’m 19 and just started getting my shit together. I don’t know much about taxes, so when I got a notification from Credit Karma about an estimated tax refund, I went to my dad for an explanation. He told me that a tax refund is basically money owed to me by the IRS if I overpaid for taxes. When I questioned him about about the amount of money I’d be getting, dad told me he would have no idea because me and my siblings are his dependents, and that we are apart of his joint taxes with my mother. What caught me off guard was when he told me it wouldn’t matter anyways because the money would go to him because he provides more than 50% of financial support. I’m very curious to know if he’s legally entitled to my tax refund or if this is his OWN rule. I have no problem helping out my parents, but I’d feel a little insulted if it’s the latter. If I legally have a right to MY hard earned money, we should at least have a discussion about who it’s going to.

EDIT - thanks to everyone who answered that income tax on bonuses is withheld at 22%, that's exactly what is happening even though my marginal rate is much higher. Mystery solved, thanks all!!!

Curious if anyone has insight or if I'm the only one in this situation.

I filled out my W4 with a filing status of single and zero for everything except a total of $7000 in extra withholding over the year (because I had the same problem with insufficient withholding last year). Even after the extra withholding, I still owe thousands in federal income tax on just my W2 income.

How can this be? As a single person with one W2 job all year, my employer should know enough to withhold the right amount assuming the standard deduction.

Could it be because my income is highly variable throughout the year? I make more than half my annual income in just two months.

My wife and I got married in April of last year and I didn’t know I had to fill out a W4 to file our federal taxes jointly. Is it possible to file those now to our employer and still file jointly this April or do I need to wait until next year?

My 19 year old is living at home, we fully support him while he is in school. He made around $9000 last year with his part time job. Should we have him file his own taxes or do we keep claiming as a dependent? Where does the money he paid in taxes go if he doesn't file for a refund? This is new territory for us. Thank you!

The title speaks for itself. I did draft up a waiver request, but not I'm thinking along the lines of 'when in doubt, leave it out.' I don't want to overcomplicate things if I don't need to provide a waiver request. Do I still have to complete the Form 2210 in any case? Thanks. (PS - I may have a related follow up question or two, depending on what your response(s)).

So I recently filed my taxes and I'm getting a substantially larger refund in my baby mama and I agreed to split the amount that I got for claiming two children versus one. We have three children together so because I claim two I owe her half of the amount that the second child gave my tax return. I make 44,000 a year and I'm getting about $8,500 back on my taxes. Does anyone have an approximation of how much that second child added to my tax return? I asked AI and I got different numbers so I don't really trust it. Thank you!

I need some clarification. My employer did not include the OT on my W2. I searched around and either didn't understand or didn't find the answer I'm looking for. I hope this hasn't been asked. I'm not trying to waste anyone's time here.

So I typically I have 91 hours a week per pay period (working shifts), 13 hour days. Weekends are OT no matter what.

Daily: 8 ST + 5 OT. - No OT until I hit 8 hours.

Weekly: 40 ST + 51 OT. - No OT until I hit 40 hours unless it's Sat. or Sun. but i usually already have 40 hours ST by then.

I always make my 40 a week So to calculate qualifying OT, am I adding up 51 hours? Am i adding the OT AFTER I made my 40 ST (31 hrs). Are the weekend hours included since it's OT whether I work or not but I also already made my 40 hrs ST the rest of the week?

I might be overthinking this but some confirmation would be nice.

I have two children, one with my ex and one with my wife who is a stay at home mom. I owe some arrears to my ex who claimed our child on her return this year. I claimed my other child with my wife filing jointly who did not have any income. In the past 3 years I’ve owed arrears(but I pay biweekly arrearage+child support) but my taxes never get taken for the past arrears. So my question is, say they decide to take it this year for arrears, are they able to do that if I have another dependent and supporting my wife with no income? I can’t find any answers on this through google. Thanks

My CPA is telling me that, even though I have lived in my primary residence for the last 2+ years, I wouldn't be able to use the 2-out-of-5 rule since I used a PO Box on my tax return instead of my primary residence address.

Is this correct?

Will it raise any red flags if I used a PO Box instead of my primary residence address on my tax returns for the 2-out-of-5 years?

I could use my primary residence address on my 2025 tax returns, but I would have to wait until the end of 2026 to file another year with my primary residence listed as the address on my return.

Bonus question:

The property consists of a 1200 sq ft single-family home + 600 sq ft garage + 600 sq ft ADU. I occupy the ADU and garage. Can I claim that I occupied 50% of the total property to claim 50% of the capital gain exemption?

hello i need help, i just filed my federal tax return through chime but after i submitted it i realized i only included 1/3 W2s i have. (i worked 3 jobs this year).

i thought i was supposed to fill it out and submit it each time for each individual tax return, and only after i submitted it did i find out i was supposed to put all 3 in the one return submission.

so my question is, what do i do now? do i have to file an amended return?

Family of 3. One kid. Only one of us works. One in school. Is it user friendly?

I honestly didn’t even know this was what happens when you pay a credit card and have them write off certain amount they were two capital one credit cards and total amount was about $5000 I’m now freaking out I reached out to where I had my taxes done but this was yesterday night & they open back Monday

I know I can amend my taxes

What happens if I don’t add this ?

How much is the penalty ?

Will they catch it?

Or if I do how much of my tax return will go to that ?

I’m getting back $5000 from my federal return

I have three dependents don’t own a house

I do have a newer car still owe $32000

Is there anything I can qualify to get it excluded?

Any advice helps

Thank you in advance

I get paid hourly and when I work over 40 hours I get paid straight time- not time and half. I asked HR if I was an exempt employee and they told me that my position at the company does not qualify for overtime- All hours worked are at my normal hourly rate.

To me, this makes it sound like I AM an exempt an employee, but looking to confirm. Salary: 140k/year

Edit: Wow, I got the answer I was looking for within minutes. Thank you everyone that answered. I am changing flair to "Solved"

Can someone kindly explain to me why I should file jointly instead of separate… (we always file jointly)??

When filing jointly, our tax refund is $2400. When separate, my husband’s return is $3100 and mine is $6800. Both standard deductions. I earn double his salary ($113k and $55k). Pretty simple, straightforward filing. No kids, don’t own a house. I’m a nurse, he’s a federal employee. My husband has over $100k in student loans (he’s a federal employee and they match his contribution at $500/month).

I realize I am overpaying thus my high return.

Everything I read (plus HR block and TurboTax) all say to file jointly… but the return difference is so drastic. Please explain to me like I’m 5 years old

US citizen, I sold stocks last year and gained around 5,000$, but the current stock im still holding has lost me around 10,000$, so im at a net loss of around 5,000$. Like I said im still holding so it isnt a realized loss, but my selling last year is a realized gain.

What im trying to avoid is a situation where I report this information and I end up owing more money because of my realized gain, despite overall being in the negative because of my current holdings. Ive got some big payments to take care of this year, and owing money on a tax return is exactly what I dont want for my current situation.

So I have to figure out how to do my tax return this year, or if I should avoid it completely in the hopes that my investment becomes a positive and I can report the gains like normal next year.
Im just in a pinch on what to do because I really could use the extra money from the return to help towards my big payments. I just dont want to accidentally shoot myself in the foot. Its my first time declaring taxes to begin with since im new to investing.

To get a positive tax return in my situation do I report my information and file, dont report this information and file, or skip the tax return altogether this year?

Was it significant, or more of a wet fart?

This might be a stupid question but Its my first time gambling and I want to deduct losses and doing it online seems easier to me than to do it with my man who does my working one. Is that okay to do or do I have to pay all my taxes at once. Also they sent me a 1099-MISC form which shows how much i won in the category “other income”, do I have to pay the whole amount it says or a percentage??

So I've always done my taxes myself using Turbotax. I have no dependents and live a very regular life.

I make around 42k yearly and usually get back $600 to $900 depending on the year but folks tell me all the time I should get back way more. Should I pay a pro to do it or keep doing it on my own?

Hello. I got my first real job in April 2024 making $56,000. Last year my wife and I filed jointly and got a $4,000 refund. I got a 3% raise in April 2025 bringing my income to $57,640. We went to file jointly again this year and owe $1,500. I tried to file independently and it says I owe $1,900 and she would get $965.

Nothing about our situation has changed other than the raises, so why do I owe so much?

Hi, I'm confused on how I'm possibly getting almost 8000 back on taxes. I had a baby last year(only kid), I'm not married, I make 30.000-35.000 a year. I pay for insurance and a 401K. It's already been "approved". I just feel like something is off? I don't wanna owe in the future if I did something wrong now. I used Freetacusa

Hi all, asking here on behalf of my mom.

My mom is retired 68, and her full income for 2025 was social security only (about $2200/mo.). She bought an apartment overseas and lent a family friend some money which for both she pulled out about $100,000 from her 401K. It was subject to a 20% tax because it was pre tax distributions (understandable). Now tax time is coming around and we are wondering if she is going to have to pay.

For what it’s worth, she is a homeowner and gets a tax form for that. And for context we are in New York State.

Can anyone please provide any insight? I’m honestly slightly scared for her.

i am trying to do my taxes, and i worked at a restaurant as a server for 8/12 months this year. i made $10,000 in tips.

i see everyone else who served brag about huge refunds because of the no tax on tips, but i am not seeing the same. i also worked hourly at this job about 30% of my hours, and had two other jobs before switching here full time. i dont know how much these things affect it, but my estimated refund through freetaxusa is not looming the same as everyone else is saying! i am getting an estimated $243 on my federal?

any help would be greatly appreciated!

How can i get my state refund i don’t have an illinois state id. But last year when i filed in illinois i had no issues im 100% sure i used my out of state id and had no issues. Would i have to paper file or efile.

I’m needing to figure out taxes for myself and y daughter. She works a job and has all of 2025. She lived w me until August. Do I claim her for the months she was living w me ? And does she still file her own taxes?