How can we help?

IRS/State Filing

Brought Over From FAQ

Subcategories

Articles

Create and File Prior Year Tax Returns

Go to our Access Prior Year Tax Returns webpage for a list of available Online and Desktop programs for previous years. Note: TaxAct does not provide archived copies of returns filed through the TaxAct Desktop or TaxAct Professional Editions. If you no longer have access to your saved return file, you can receive a copy […]

State Program Updates

2025 As 2025 TaxAct state editions are updated, details will be added below to highlight what’s new in each release. Download Information | Federal Update Information | https://www.taxact.com/forms Alabama 2025 1040 V1.0 01/09/2026 – Form 40NR (Nonresident return) not approved for paper or electronic filing. V1.01 01/15/2026 – Form 40NR can be e-filed or paper-filed. No […]

Form 1095-A – Shared Allocation

Per the Form 8962 Instructions:  “If an individual in your tax family was enrolled in a policy with an individual in another tax family and you are not taking the PTC, the taxpayer who is claiming the individual not in your tax family may agree to reconcile all APTC paid for the policy.” For more […]

Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)

Form 4868 is used to request an extension of time to file an individual tax return, Form 1040. Generate and FileTo generate and file Form 4868, follow the steps below.    NOTES:  Form 4868 is only an extension of time to file, not an extension of time to pay any amount due. If you expect […]

California – Mandatory E-File

California law requires business entities that prepare an original or amended return using tax preparation software to e-file returns. Failure to e-file will be penalized if the failure to e-file is due to willful neglect and not reasonable cause. The penalty is $100 for the initial e-file failure and $500 for each subsequent failure. Business […]

E-Filing – Viewing or Printing Instructions

To view and/or print your e-filing instructions: From within your TaxAct Online return, click Print Center down the left to expand, then click Instructions/Reports. Check the instructions/reports you wish to print, and enter the appropriate Number of Copies. Click Print, then click the PDF link. Click the printer icon or the save icon (available when […]

Mailing Addresses for Filing

In order to obtain the mailing address for your federal or state return, you can go to the the IRS Where to File Paper Tax Returns With or Without a Payment webpage, or check the filing instructions from within your TaxAct return; go to our Print Filing Instructions Online and Desktop FAQ for help. The […]

IRS Refund Cycle Chart

The IRS has discontinued publication of the Refund Cycle Chart.  For information on the status of your refund, refer to Where’s My Refund? on the IRS website.

IRS limit on electronically filed tax returns

The IRS imposes a limit of five on the number of tax returns that you may file electronically (“e-filing”). This limitation is imposed by the IRS, not by TaxAct. Note: The IRS imposes the five-return limit specifically on electronically filed returns. If you reach the five-return e-file limit, you may submit paper copies of any additional tax returns. […]

IRS Contact Information

General Help Desk: 1-800-829-1040 E-file assistance: 1-800-876-1715 (within U.S. or Canada) 1-309-229-7111 (from an International location) E-file status: 1-800-829-4477 Refund Hotline:  1-800-829-1954 EFIN inquiries: 1-866-255-0654 Live telephone assistance for hearing impaired: 1-800-829-4059 (TDD) IRS Website Help Desk e-mail: helpdesk@speedymail.com

IRS Specifications for Registered Tax Return Preparer Test

The IRS specifications for the competency test individuals must pass to become a Registered Tax Return Preparer identify the major topics that will be covered by the test, which is now available. Although individuals who already have a provisional preparer tax identification number (PTIN) from the IRS do not have to pass the exam until […]