Most specific tax questions — filing status after marriage, dependents, credits — are best answered live. Book time with a tax expert through the Tax Portal. A few situations to know about:
- More than one state, or part-year/non-resident: not supported by Addition Assist — you'll want Full Service CPA.
- On a J-1 or J-2 visa: book a tax expert and bring your U.S. residency history for 2023, 2024, and 2025.
- Foreign accounts over $10k (FBAR): this needs a separate filing — we recommend Full Service CPA.
- Business income, complex crypto, or foreign assets: Full Service CPA is the better fit.
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