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 […]
There are two methods for printing Form 4868. One method is to return to the extension steps, review your entries, and then print a copy of the form. See below for details. The other method is to use the Custom Print section – see Printing Your Return and Individual Forms for details on this option. […]
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 […]
The requirements for filing a state extension vary by state. The process for your specific state will be explained in the filing steps. See Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer) for detailed steps. In some cases, no extension form is needed. The program will indicate what is required for your […]
Form W-2 Deadline: January 31, 2026 Return Type Filing Deadline Extension Deadline Individual (Form 1040) April 15, 2026 October 15, 2026 Estates & Trusts (Form 1041) April 15, 2026 September 30, 2026 Partnerships (Form 1065) March 16, 2026 September 15, 2026 Corporations (Form 1120) April 15, 2026 October 15, 2026 S Corporations (Form 1120-S) March […]
Once the IRS accepts an e-filed return, they do not provide us further information regarding when the refunds are mailed or direct deposited. See Refunds – IRS Questions and Answers for details. Note that any link in the information above is updated each year automatically and will take you to the most recent version of […]
In the TaxAct® program, the federal information you enter flows to the attached state return(s). Because of this, you can’t have a singular TaxAct return with different filing statuses for federal and state returns. If you want to use different filing statuses for your federal and state returns (example: married filing jointly for a federal […]
Some IRS forms haven’t been released and are currently unavailable for printing or e-filing in the TaxAct program. See the TaxAct Forms Availability webpage for more information.
Click any link below to go to our checklist for that return. Complete the checklist before completing your TaxAct® return to save time. 1040 Individual Income Tax Return 1065 – Partnership Return 1120S – S Corporation Return 1120 – C Corporation Return 1041 Estates & Trusts 990 – Return of Organization Exempt From Income Tax
If your refund was smaller than you expected, it may have been reduced by the IRS or a Financial Management Service (FMS) to pay past-due child support, federal agency nontax debts, state income tax obligations, or unemployment compensation debts owed to a state. If your debt was submitted for offset by another agency, the FMS […]
If you need to submit certain forms (or attachments) with your return, you are still able to e-file. However, you will need to complete and mail in Form 8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return along with the forms or attachments. Acceptable attachments to Form 8453 include Form 1098-C Contributions of […]
To file a return in TaxAct®, you must complete the filing steps in the program. To begin the filing process, click Filing (on smaller devices, click in the top left corner of your screen, then click Filing). You will choose to either file your return electronically or mail a paper return to the IRS/state agency. Filing Electronically To file […]
The following taxpayers are not eligible to use the Self-Select Pin method and need to mail a paper return: Primary taxpayers under age 16 who have never filed. Secondary taxpayers (spouse) under age 16 who did not file in the prior year.
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 […]
TaxAct® software automatically selects the correct form to file at the end of the return process. When entering information, the program will always start the return on the most complex form. It does this to prevent users from filing incorrectly based on their tax scenario and qualifications. You can choose to have the software file a more […]
Print Filing Instructions (Video)
Printing Your TaxACT Online Return & Individual Forms (Video)
Printing Your TaxACT Desktop Return & Individual Forms (Video)
File Only State Return (Video)
Listing of the most commonly used Electronic Filing forms: Adding forms or additional W2s/1099s 1040X – Amended Return Filing an extension – Form 4868
If you filed electronically, you can see the projected date your refund will be direct deposited or mailed using either of the following: IRS Refund Cycle Chart (requires Adobe Reader®), or TaxACT’s refund cycle chart You can check your refund status: Online at the IRS website under Where’s My Refund, or By calling 1-800-829-4477. […]
If you filed an extension, and your e-filed return is rejected after or right before the October 15 deadline, make the necessary corrections and resubmit your return as soon as possible. As long as the IRS has received your original return before October 15th, your return will be considered filed on time. There is no […]
Note: You must have Adobe Acrobat Reader® installed to view, print or save your return. For additional information on Adobe Acrobat Reader®, please visit the following link: Adobe Acrobat Reader® Log into your return. Click the Print link at the top right of your screen. Click Print Return & Instructions. Click Federal Return Click on […]
If you are expecting a refund this year, there are several things you should know about checking the status of a successfully filed (accepted) return. You can check the status of your refund online by going to Where’s My Refund on the IRS website. You will need to have your SSN, filing status, and exact whole-dollar refund […]
