If the school district tax withholding was not listed separately from the Ohio locality withholding on your Form W-2, enter the amounts in the Q&A interview as if they were listed separately to get the correct school district withholding amount to transfer to Ohio Form SD 100, School District Income Tax Return. Follow the steps […]
Updated Guidance from Virginia – May 28, 2026 The Virginia Department of Taxation issued updated guidance on May 28, 2026, regarding Virginia’s conformity to the 2025 federal new tax bill. For taxpayers subject to Virginia’s Limited Itemized Deduction computation and those claiming the general sales tax deduction on Line 5a of Virginia Schedule A, the […]
TaxAct’s VITA offer is valid in the following states: Alabama Arkansas Arizona California Colorado Connecticut Delaware District of Columbia Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maryland Massachusetts Michigan Minnesota Missouri Mississippi Montana Nebraska Nevada New Jersey New Hampshire New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island […]
The New York City Department of Finance (NYC DoF) has made changes to the calculation of Form NYC-1127 related to certain school tax credits. Form NYC-1127 filers are no longer permitted to claim the following credits on Schedule B: Line A1 – NYC School Tax Credit (fixed amount) Line A2 – NYC School Tax Credit […]
Important The information below was based on the state of legislation and the DOR information letter dated January 30, 2026 . March 18, 2026 Update: Additional legislation has been introduced in the South Carolina legislature. This legislation has not been enacted and remains subject to change. We are actively monitoring the situation. If legislation is […]
You cannot use the current-year TaxAct program to file a return for a different tax year. Texas labels its franchise tax forms by the year the report is filed, not the year being reported. For example, 2025 taxes are filed in 2026, so Texas labels those forms for 2026. TaxAct programs are labeled differently. The […]
TaxAct automatically transfers information about retirement benefits from the federal return to the Michigan return, however, the program cannot determine if a retirement or pension benefit qualifies to be a subtraction on the Michigan return. You must enter the amount that qualifies for the subtraction, along with any other information that applies. To enter or […]
Idaho recently enacted legislation updating how the state conforms to federal tax law under the new tax bill. These changes are retroactive to January 1, 2025, and may affect your Idaho income tax return. Because Idaho adopted most of the federal changes made by the new tax bill: Certain new federal deductions may now also […]
The DC EITC is equal to 100% of the federal EIC (for 2025). See the District of Columbia Earned Income Tax Credit (EITC) webpage for details.
North Carolina conforms to the federal tax law as it existed on January 1, 2023. Federal tax law changes passed July 4, 2025, do not apply when calculating North Carolina income tax. As a result, you may need to add back or adjust the AGI amount that is carried from the federal return to the […]
California has three identifying numbers for business returns: The California Corporation Number (CCN) is an eight-digit number beginning with the letter “C.” In TaxAct, enter the seven digits after the letter “C.” The Secretary of State (SOS) file number is a minimum of 7 digits long, a maximum of 12 digits long, and can only […]
Oregon taxpayers are eligible for a tax credit for contributions made to an Oregon College Savings Plan account and/or to an ABLE account. The credit limit is calculated for each account type and varies depending on the tax year. To qualify for these credits, you must make the contributions by April 15 of the filing […]
The Oregon Kids Credit is a refundable credit for eligible Oregon taxpayers with qualifying children. The credit is automatically calculated based on the other entries made in the return. You can review the Oregon Kids Credit calculation by going to State > Oregon > Credits and clicking Review beside Oregon Kids Credit. The Oregon Kids […]
You have several options for paying the tax due on your state tax return. The available options are presented during the Q&A and shown in the filing instructions. It is essential to carefully review and print your filing instructions as prompted and to check the status of your return. Payment options vary by state – […]
If you are not seeing code “106” (long-term premiums) as a selection in the Virginia program, it is likely because first the long-term premiums must be entered in the Federal program, under Itemized Deductions (not to be calculated and taken on the Federal return, only to let code “106” appear on the Virginia return). Once […]
TaxAct will automatically use whichever deduction gives you the greater benefit—your New York standard deduction or your New York itemized deduction. Because New York does not follow federal itemized deduction rules, the amount you can itemize on your New York return is different from your federal Schedule A total. Your New York itemized deduction is […]
If a taxpayer or spouse has passed away, you need to enter the date of death of the taxpayer or spouse in the Federal section of the program. See Entering in Program – Name, SSN, and Date of Birth for details. This information will then be carried to Massachusetts the return. When you print your […]
IRS Publication 555 explains how income and deductions must be reported when individuals live in a community property state. If spouses or registered domestic partners (RDPs) file separate federal returns, they may be required to report: One-half of their combined community income and deductions, and All of their own separate income and deductions. Community property […]
The California Voluntary Plan for Disability Insurance (VPDI) is not deductible on the federal tax return. Under IRS Rev. Rul. 81-194, VPDI withholdings are treated as personal expenses and cannot be claimed as an itemized deduction on Schedule A. When you enter VPDI amounts from your Form W-2, box 14 in TaxAct, the information is […]
Employer contributions to a Health Savings Account (HSA) are reported on Form W-2, Box 12, using Code W. Because California does not follow federal HSA rules, these employer contributions must be added back to your California income. When you enter your W-2 in TaxAct, the amount reported with Code W flows to Schedule CA (540), […]
If a dependent was not claimed on the federal return, but should be shown on the AZ return, you will start by adding the person in the Dependents section of the federal return, however, you will need to mark them as Not a dependent this year when selecting the Dependent Type. See the Dependents – Entering Information […]
Below you will find links to the websites and/or forms for each state to request a copy of your state return or transcript. Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Florida | Georgia | Hawaii | Idaho | Illinois | Indiana | […]
Below you will find information regarding each state’s expectations for paying tax owed. Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Georgia | Hawaii | Idaho | Illinois | Indiana | Iowa | Kentucky | Kansas | Louisiana | Maine | Maryland | […]
If you need to correct a state individual tax return filed through TaxAct, follow the steps below to prepare and file an amended return. Obtain a copy of the original return. See the FAQ How to Obtain a Copy of a Tax Return for details. Determine the specific updates or corrections needed for your […]
Checking Your State Return Status Visit the E-File and Tax Refund Status webpage of the tax agency you used to file. Keep in mind that state return acknowledgments may take up to 10 days. Checking Your State Refund Status Visit the State Resources webpage for your state’s tax department. Each state has different processing times, so delays may vary.
To e-file an Illinois tax return, you (and/or spouse) must have: Filed an Illinois tax return within the past two years, or A valid Illinois Driver’s License or State ID Note. If you (and/or spouse) have not filed an Illinois tax return within the past two years and you (and/or spouse) do not have a […]
Complete your Minnesota Property Tax Return To enter or review information for the Minnesota Property Tax Refund in the State Q&A section of your TaxAct return: From within your TaxAct return (Online or Desktop), click State to expand, then click Minnesota (or MN). On smaller devices, click in the upper left-hand corner, then click State. […]
Am I required to file a state return? You will need to determine your specific state’s filing requirements. These can generally be found in the form instructions for that state or on their website. Note. Refer to the Federation of Tax Administrator’s State Tax Forms & Filing Options webpage to be directed to any state […]
Individual federal tax returns are due April 15th – see the e-Filing – Return Due Dates and Deadlines FAQ for details. See the chart below for state return due dates. State Filing Deadline Alabama April 15 Alaska Does not assess income tax Arizona April 15 Arkansas April 15 California April 15 Colorado April 15 Connecticut April 15 […]
Adjustments due to differences between California Schedule K-1 and IRS Schedule K-1 are entered on California Schedule CA (540) California Adjustments – Residents. Please refer to the California Schedule CA (540) Instructions for additional information. Depreciation adjustments are made on California Form 3885A Depreciation and Amortization Adjustments if there is an IRS Form 4562 Depreciation […]
Indiana’s Economic Development for a Growing Economy Credit (EDGE Credit) is calculated on Schedule IN-EDGE and carries to Form IT-40, Schedule F. You would receive a credit agreement letter along with your Indiana K-1 from the preparer of your business return. To enter the credit in the TaxAct® program: From within your TaxAct return (Online […]
Per the IN IT-40 Booklet: “Line 7 – Military Service Deduction (active duty armed forces members only) Note. National Guard and armed forces reserves members will not report the deduction for their income on this line. Please see the instructions for Line 11, National Guard and Reserve Component Members Deduction on page 22. Important. The […]
Per the IN IT-40 Booklet: Line 1 – Tax Add-Back If you did not complete Federal Schedules C, E, or F, which include sole proprietorship income, farm income, rental, partnership, S corporation, and trust and estate income (or loss), then do not complete this line. On those schedules you are allowed to claim a deduction […]
TaxAct® supports the the preparation of California individual and business tax returns, but does not support the reporting requirement by employers (i.e. Forms 592, 592-A, 592-B, 592-F, or 592-V). You can obtain further information on the California Franchise Tax Board web site by accessing the following links: California Instructions for Form 592 Resident and Nonresident […]
Below are links to state refund status webpages. Specific questions about a state refund should be directed to the relevant state agency. For information on the status of a federal refund, see the IRS’s Where’s My Refund? webpage. Alabama Illinois Mississippi Oklahoma Arizona Indiana Missouri Oregon Arkansas Iowa Montana PennsylvaniaPhiladelphia, PA California Kansas Nebraska Rhode Island Colorado […]
Income Ratio This ratio is calculated by using the income earned or received while a resident of Georgia divided by your total income earned or received. Time Ratio This ratio is calculated by using the number of days in the state of Georgia divided by the number of days in the year. Time Ratio This […]
You may claim only the following as a dependent: A person who qualifies as your dependent on your federal return (see instructions regarding an exception). A person who is age 65 or over (related to you or not) who does not qualify as your dependent on your federal return, but for whom one of the […]
Below is the link to the Arizona Department of Revenue’s code lists for Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations: Contributions to QCOs and QFCOs | Arizona Department of Revenue (azdor.gov) To find your code, scroll down to the heading List of Qualifying Charities, and click QCO (Qualifying Charitable Organizations) or QFCO (Qualifying […]
TaxAct now supports California Form 3804 – Pass-Through Entity Elective Tax Calculation in the California 1065 and 1120S modules. We also support the form for single-member LLC (SMLLC) returns that are part of the California 1040 module. Partners, members, and shareholders (owners) can consent to be included on Form 3804 by checking the calculation checkbox […]
If you meet one of the following conditions, you’ll need to include your Hawaii Tax Identification Number on your tax return: You operate a business in Hawaii You practice a profession as a sole proprietorship in Hawaii You receive rental income from a property located in Hawaii You operate a farm in Hawaii You can […]
Per the Indiana CollegeChoice529 FAQs on 529s webpage: What is CollegeChoice 529? CollegeChoice 529 is a Section 529 plan offered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Ascensus Broker Dealer Services, Inc. and its affiliates (Ascensus) have overall responsibility for the day-to-day operations including investment […]
The California Consumer Privacy Act (CCPA) is intended to enhance privacy rights and consumer protection for the residents of the State of California. The bill was enacted in 2018 and took effect on January 1, 2020. To find more information on CCPA, please visit the State of California Department of Justice California Consumer Privacy Act […]
In efforts to maintain a secure channel for all consumer Personal Data Requests, you must initiate this request through the user-friendly Review your California privacy rights website or by logging into your secure TaxAct account. To access the California Consumer Privacy Rights webpage from within your account: Sign in to your TaxAct account, then click the […]
Account holders are required to report their beginning and ending balance each year. Form MSA has been discontinued and this reporting must be made on the Montana Medical Savings Account schedule included with Form 2. To complete this schedule: From within your TaxAct return (Online or Desktop), click State, then click Montana (on smaller devices, […]
The Pennsylvania Local Earned Income Tax Return can be prepared and printed using TaxAct. Since it is not submitted directly to the PA Department of Revenue, it can’t be e-filed with our software. After completing and printing the return, mail it to the local earned income tax collector for your tax collection district. Related Links […]
If Form W-2 Wage and Tax Statement lists a RITA city, TaxAct will create the necessary RITA return. To confirm whether you live in a RITA city, visit RITA Municipalities. TaxAct allows you to enter up to 24 lines in the bottom section of Form W-2. If you need more than that, you will need […]
Taxpayers who file in Georgia for the first time and those who have not filed in five or more years will not receive a direct deposit; instead, a paper check will automatically be issued. According to the Georgia Department of Revenue, this policy exists to help prevent fraudulent requests for direct deposit refunds.
To print the return in Professional Editions before filing: From within your TaxAct return (professional edition), click File, then click Print Client Return (do not use Preparer, Print Returns). Enter a number of copies for State Filing and Federal Filing. Click Select States, select the states you want to print, then click Back to Client Return. Click Print, then […]
While California Schedule P (540) Alternative Minimum Tax and Credit Limitations – Residents may be part of your return, it does not necessarily mean that your return is subject to Alternative Minimum Tax (AMT). As explained below, there are other reasons your return may need to contain California Schedule P. Per the California Instructions for […]
If you’re seeing a message in the electronic filing (e-filing) steps of the California 1120 return indicating that the return can’t be e-filed because it contains California Schedule R-7 Election to File a Unitary Taxpayers’ Group Return (which is not eligible for e-filing), you may want to review the following information to determine if you indicated Schedule R-7 […]
If the amount of net income reflected on California Form 100 California Corporation Franchise or Income Tax Return Line 1 doesn’t match the amount on Federal Form 1120 U.S. Corporation Income Tax Return page 1, Line 28, it may be due to the amount(s) entered as a deduction for taxes (i.e. state and local, payroll, […]
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 […]
Every domestic or foreign Partnership, LLC, or LLP that meets any of the following requirements is required to file New York Form IT-204-LL on or before the 15th day of the third month after the end of the tax year. Learn more about New York Form IT-204-LL. Requirements The taxpayer is: A domestic or foreign LLC (including […]
New York Form IT-280 Nonobligated Spouse Allocation is filed if you do not want to apply your part of a joint refund or refundable credit to a debt solely-owned by your spouse. You should file Form IT-280 if you want to disclaim your spouse’s: defaulted governmental education, state university or city university loan, past-due support […]
All New York returns filed by a paid preparer must include the following paid preparer information on all paper and e-filed returns, if applicable: Preparer’s name Firm’s name (or preparer’s name if self-employed) Address Preparer’s NYTPRIN or NYPTRIN exclusion code (as applicable) Preparer’s PTIN (or SSN if preparer does not have a PTIN) Firm’s EIN […]
If your interest is exempt from New York only: From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal. Click Investment Income in the Federal Quick Q&A Topics menu to expand, then click Interest income (Form 1099-INT). Click + Add Form 1099-INT to […]
If your interest is exempt from New Jersey only: From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal). Click the Investment Income dropdown, then click Interest income (Form 1099-INT). Click + Add Form 1099-INT to create a new copy […]
According to Louisiana Department of Revenue instructions, you are required to report items purchased out of state for which you were not charged Louisiana sales tax. To enter this information in your TaxAct® return: From within your TaxAct return (Online or Desktop), click State, then click Louisiana (or LA). On smaller devices, click in the […]
Per the IA Net Income Expanded Instructions webpage: Qualifications for Exemption from Tax If you qualify for the low income exemption as explained below, enter the words “low income exemption” in the area to the left of your net income figure on line 26. Skip lines 27-54, then enter zero on line 55 and complete […]
In the W-2 section of the Federal Q&A, you can enter information for Boxes 15-20. In Box 20 (Local Name), you can only select “Indiana Locality” (which will appear as “IN” on the form) for the Indiana locality. The actual locality name needs to be entered in the Indiana State Q&A. To enter the locality […]
If you owe Indiana state taxes, a Post Filing Coupon (PFC) will print with your return. This form must accompany any payment you make to the Indiana Department of Revenue (if you expect to receive a refund, there is nothing to mail and the PFC will not print) . If you are filing the return […]
According to IL Publication 108 Illinois Property Tax Credit, on page 2: You must own your residence in order to take this credit. If you and your spouse each have a principal residence or if you had two principal residences during the tax year due to the sale of your home, you may claim the […]
The State of Illinois allows a subtraction from income for certain military pay earned, which is claimed on
To enter the deduction or credit for maintaining a home for aged and/or mentally disabled family members in your TaxAct® return: From within your TaxAct return (Online or Desktop), click State to expand, then click Idaho (or ID). On smaller devices, click in the upper left-hand corner, then click State. Click Subtractions in the Idaho […]
The process of applying for the qualified education expense credit involves three Georgia tax forms, which should be completed in the following order: Georgia Form IT-QEE-TP1 Qualified Education Expense Credit Preapproval Form Georgia Form IT-QEE-SSO1 Qualified Education Expense Credit Letter of Confirmation Georgia Form IT-QEE-TP2 Qualified Education Expense Credit Computation The Qualified Education Expense Credit […]
Georgia has a number of Non IND-CR Credits and Pass-Through Credits which are entered on Georgia Schedule 2 and flow to Line 20 of Georgia Form 500. To enter these credits in TaxAct®: From within your TaxAct return (Online or Desktop), click State, then click Georgia (or GA). On smaller devices, click in the upper […]
For Connecticut income to be correctly reflected on Line 6 of Form CT-1040NR/PY, you must complete the Part-Year Residents and Nonresidents section of the State Q&A. This information will be included in the calculation of the percentage to prorate the tax figured on Line 10. To enter this information in TaxAct: From within your TaxAct […]
To enter Form MO-CR Credit For Income Taxes Paid To Other States Or Political Subdivisions: From within your TaxAct return (Online or Desktop), click State, then click Missouri (or MO). On smaller devices, click in the upper left-hand corner, then click State. Click Other Credits in the Missouri Quick Q&A Topics menu to expand, then […]
If you have claimed the Mortgage Interest Credit on Form 8396 Mortgage Interest Credit on the federal return, your home mortgage interest from Form 1098 Mortgage Interest Statement is reduced on Federal Schedule A (Form 1040) Itemized Deductions by the amount of the credit. The credit is generally 20% of the interest paid on the […]
Per the Mississippi Department of Revenue Individual Income Tax FAQs webpage: Can I obtain a refund for taxes withheld from gambling winnings in Mississippi? No. Taxes withheld by Mississippi casinos as a result of gambling winnings are not refundable in Mississippi. Mississippi residents are not required to report Mississippi gambling winnings as income on their […]
All wages you earn as a Massachusetts resident are taxable to Massachusetts, even if you work out of state. Typically, there is withholding reported for both states in this situation. Some employers will list the amounts earned in and out of Massachusetts in different boxes of Form W-2. This can cause an issue for residents […]
To enter health care coverage information for Massachusetts Schedule HC Health Care Information and Form MA 1099-HC Individual Mandate Massachusetts Health Care Coverage in the TaxAct program: From within your TaxAct return (Online or Desktop), click State, then click Massachusetts (on smaller devices, click in the top left corner of your screen, then click State, then […]
As a senior citizen, you may be eligible to claim a refundable credit on your personal state income tax return. The Circuit Breaker tax credit is based on the actual real estate taxes paid on the Massachusetts residential property you own or rent and occupy as your principal residence. Massachusetts Senior Circuit Breaker Credit data […]
Massachusetts College Tuition Deduction Massachusetts allows a deduction for undergraduate tuition if the total paid exceeds 25% of the taxpayer’s Massachusetts adjusted gross income. Qualified expenses include only those expenses designated as tuition or mandatory fees required for enrollment at an eligible educational institution The deduction is equal to the amount by which the tuition […]
If you have a Form W-2 Wage and Tax Statement reporting wages for Massachusetts and another state, these wages may duplicate on the Massachusetts return. If this is the case, you will need to make an adjustment on the Massachusetts return. On Line 3 of Form 1, report total state wages and allocated tips from […]
Per Maryland Form 502 Instructions, on page 4: 7. Enter the name of your county on the MARYLAND COUNTY line. If you lived in Baltimore City, leave the MARYLAND COUNTY line blank. In order to correctly calculate the Baltimore City Tax Rate, the County field in the address section must be left blank. In order […]
Maryland State Retirement Pickup Contributions (Maryland STPICKUP) are entered as “Maryland state retirement pickup” contributions in the Federal Q&A, or directly on Form W-2 Wage and Tax Statement. This information will then transfer to Line 3 of Maryland Form 502. Entering the STPICKUP in the Other Box 14 description and amount fields will cause the […]
Form 1099-G Certain Government Payments received from the State of New York may reflect a different amount than what was actually received as a refund in the prior year. For example, both the school tax credit and the use tax on a return are adjusted as needed before the amount is calculated for Form 1099-G. […]
The mandatory contributions for New Jersey Unemployment Insurance/Workforce Development/Supplemental Workforce Funds (UI/WF/SWF), Disability Insurance (DI) and Family Leave Insurance (FLI) can be entered in the Federal Q&A on the screen titled Wages – W-2 – Other Information, or in the W-2 Quick Entry, under Other Box 14 Entries not previously entered above. TaxAct® will transfer these amounts to […]
Pensions from New York state and local governments are entered in the Federal Q&A in the Retirement Plan Income section. This would also be reported on Line 10 of Form IT-201. Exclusions of these pensions from New York income are reported on Line 26 of Form IT-201. Unlike the regular Pension and Annuity Income Exclusion, […]
If you’re a public employee of New York State or its local governments, you may have 414(h) contributions shown on your Form W-2 Wage and Tax Statement. Members or employees of the following organizations will need to enter 414(h) contributions on Form IT-201, Line 21 or Form IT-203, Line 23: NYS and Local Retirement systems, […]
Per the NY Instructions for Form IT-201: New York State county of residence Enter the county in New York State where you lived on December 31, 2024. If you live in New York City, use one of the following county names: If you live in use county Bronx Bronx Brooklyn Kings Manhattan New […]
If you are under the New Jersey filing threshold, Lines 30 through 49 of your New Jersey Form NJ-1040 should not be completed. Per the New Jersey Instructions for the NJ-1040 New Jersey Resident Return, page 22: Line 29 – New Jersey Gross Income Subtract Line 28c from Line 27 and enter the result. If zero or […]
Due to the large number of different jurisdictions that could be paired with a New Jersey return, the taxpayer must determine the amounts for lines 1 and 9 of New Jersey Schedule NJ-COJ. These amounts (income properly taxed by both New Jersey and other jurisdiction during the tax year and an actual tax paid to […]
Per the NH Form DP-10 Instructions Interest and Dividends Tax Return, page 3: LINE 2 DISTRIBUTIONS SUBJECT TO THE NEW HAMPSHIRE INTEREST AND DIVIDENDS TAX Enter any taxable annuities or the actual cash or property distributions you received or constructively received from any of the taxable income classes described in RSA 77:4. These distributions are […]
New Hampshire uses Form DP-10 for full or part-year residents. The DP-10 only has to be filed if the taxpayer received more than $2400 (single) or $4800 (joint) of interest and/or dividends. TaxAct® supports this form in the New Hampshire program. The taxpayer can enter the date of residency during the New Hampshire Q&A. You […]
Per Publication OR-17 Oregon Individual Income Tax Guide, page 68: American Indian (ORS 316.777) [Subtraction code 300] Are you an American Indian? If so, you might not have to pay Oregon income tax on your income. You may be able to subtract all or part of your income if all the following are true: You […]
Per the Oregon Department of Revenue Frequently asked questions webpage: We are filing an Injured Spouse Claim and Allocation form, federal Form 8379, with our joint federal return. What should we do for our Oregon return? If you want your Oregon refund apportioned between spouses, you need to request it in writing. When your return […]
Federal pension income is pension provided to the user through the federal government. This could be from services with the Department of Agriculture, Air Force, Department of Defense, etc. This would be income paid to the retiree or the beneficiary. You may be able to subtract some or all of your taxable federal pension included […]
In Pennsylvania, if the distribution code on Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. shows as “7” for normal distribution, then the distribution amount will not transfer to the PA-40 form or be included in gross income on the state return. If the distribution code shows as a “1” or “2” […]
The locality withholding from Box 19 of Form W-2 Wage and Tax Statement does not transfer to the Pennsylvania return. The locality withholding would only transfer to your federal return, Schedule A (Form 1040) Itemized Deductions, Line 5, for itemized deductions. If you have more than two local withholding amounts, you can combine the amounts of your locality withholdings and […]
The IRS News From Around the Nation webpage provides news specific to local areas, primarily disaster relief or tax provisions that affect certain states. In the case of a federally declared disaster, an affected taxpayer can call 1-866-562-5227 to speak with an IRS specialist trained to handle disaster-related issues. Note that any link in the […]
Before you can prepare your state return, you need to prepare your federal return. The federal return data will transfer to your state return, and the State Q&A interview section will prompt you for information specific to your state. To add a state return, go to our States – Adding or Removing Return FAQ. Related […]
If you electronically filed your New York return and the return was rejected for a Form W-2 Wage and Tax Statement error, you should check the W-2 and correct any input error(s). If no input error was found, please call New York State’s e-file help desk at 1-518-457-6387. They will provide you with the information […]
Mandatory State Disability Insurance (SDI) contributions are mandatory contributions you made to: the Rhode Island Temporary Disability Benefit Fund, the Washington State Supplemental Workmen’s Compensation Fund, or the California Nonoccupational Disability Benefit Fund (CA residents: This amount may be reported to you in Box 14 or Box 19 of your W-2 as “SDI” or “CASDI.”) […]
In the federal section of the interview process, you will report your Form W-2 Wage and Tax Statement information in the TaxAct program. The state withholding amounts will flow to your state return in addition to your federal return. Fill out Form W-2 in your TaxAct return, and enter your State Taxes and Local Taxes […]
The Oregon surplus credit, known as the “kicker,” is a way for state government to return some of your taxes to you when revenues are more than predicted. The Oregon Department of Administrative Services determines whether there is a surplus and the amount to be returned to taxpayers as a kicker. If there’s a surplus, […]
Georgia HB 1302 was signed March 23, 2022. This bill will provide a one-time tax refund for Georgia taxpayers who filed tax returns for both the 2020 and 2021 tax years. Taxpayers who have already filed their Georgia tax return The Georgia Department of Revenue will automatically update your account and will send the refund […]
The Illinois Invest In Kids Scholarship Tax Credit Program offers a 75% income tax credit to individuals and businesses that contribute to qualified Scholarship Granting Organizations (SGOs). To enter the Invest in Kids Scholarship Tax Credit: From within your TaxAct return (Online or Desktop), click State to expand, then click Illinois (or IL). On smaller […]
Some Vermont taxpayers may have received incorrect 1099Gs recently, which prompted the Vermont Department of Labor to recall all 1099s. 1099s will be reissued and taxpayers asked to return the incorrect documents. Please note that this only affects 1099Gs issued by VDOL and not those issued by the Vermont Department of Taxes. If you received […]
The TaxAct 2020 Professional and Consumer 1040 Editions include the ability to import state withholding numbers from a W-2, for those states that allow it. States that do not allow year to year transfer of withholding numbers include: Alabama Arizona Connecticut Idaho Illinois Indiana Iowa Kentucky Maryland Minnesota North Dakota South Carolina Virginia West Virginia […]
Some states have chosen to fully adopt the tax provisions included in the Federal Further Consolidated Appropriations Act (FCAA) and Coronavirus Aid, Relief, and Economic Security (CARES) ACT. Others, like North Carolina, have chosen to adopt only some of those provisions. Because this “decoupling” occurred very late in the tax season, you may need to […]
Per the PA Department of Revenue What taxes are imposed on a local level? webpage: Local taxes are not administered by the PA Department of Revenue, but by local tax authorities in each area. For a list and brief description of local taxes which can possibly be levied by a municipality (i.e. borough, township, or city), school […]
For tax years beginning on or after January 1, 2016, all taxpayers and tax preparers must file Corporation Business Tax (CBT) returns and make payments electronically. This mandate includes all returns, estimated payments, extensions, and vouchers and is being enforced by the state. TaxAct will still allow taxpayers and tax preparers to print New Jersey […]
Per the VA Tax 2019 Virginia Tax Relief Refund webpage: Who’s eligible? You’re eligible for the 2019 Tax Relief Refund if: You filed a 2018 Virginia individual resident, nonresident, or part year resident income tax return by July 1, 2019; and You have a 2018 tax liability in Virginia. Why are we sending these refunds? […]
TaxAct does not support the electronic filing of an estate or trust return for the state of Virginia for the 2017 tax season. The state of Virginia has a requirement that the Trust and Estate return must be submitted electronically. In cases where the software does not support this, they have created Form 770, Waiver […]
For tax year 2017, e-file for Alabama 1041, 1065, 1120, or 1120S returns is unavailable in TaxAct. We regret this inconvenience and we will offer this option again next year. Alabama does impose an e-file mandate for some fiduciary, partnership, and corporation returns, but many can still paper file. Whether you are preparing a fiduciary, […]
On February 9, 2018, President Trump signed the Bipartisan Budget Act of 2018. Division D, Title I of this Act details the extension of expiring provisions. Although these are federal provisions, they may have an impact on your state filing. We will release updates to all states affected in a timely manner once the IRS […]
You can prepare a state tax return in TaxAct® desktop software or TaxAct Online. Most of the information required for your state return is entered in the Federal tab and flows to the state return. The State tab then prompts you for additional information specific to your state. You must complete the Federal tab to […]
Per the Iowa 1040X Instructions we must use the tax rate schedules to calculate the tax and cannot use the tax tables. Due to this there may be a small difference between the tax calculated on Iowa Form 1040 and Iowa Form 1040X. Page 3 of the instructions states: Return Calculations: Enter the correct amounts […]
When you print your Indiana return, it may look different from some prior years. Indiana’s instructions to software developers state that they no longer want lines and boxes to be printed on the Indiana tax forms. Our developers have to follow these guidelines for TaxAct’s forms to be approved by the State of Indiana.
Am I eligible for a property tax credit? You may figure a credit for the Illinois property taxes you paid in 2023 on your principal residence (not a vacation home or rental property) for the time you owned and lived at the property during 2023, if that residence was in Illinois. Nonresidents of Illinois may […]
The State of Georgia has an Ad Valorem Tax which is listed on the Motor Vehicle Registration certificate. This tax is based on the car’s value and is the amount that can be entered on Federal Schedule A (Form 1040) Itemized Deductions for an itemized deduction (if the return qualifies to itemize deductions rather than […]
All U.S. citizens are residents of at least one state for tax purposes. Your state of residence is determined by: Where you’re registered to vote (or could be legally registered) Where you lived for most of the year Where your mail is delivered Which state issued your current driver’s license You can be considered a […]
IRS Publication 555 Community Property outlines the requirements for filing the federal tax return for married filing separate spouses, California or Washington same-sex spouses, or registered domestic partners (RDPs) domiciled in Nevada, Washington, or California. See the publication for additional details and definitions. TaxAct supports the completion of these returns so they can be e-filed. […]
Maine Schedule NRH Schedule for Calculating the Nonresident Credit for Married Person Electing to File Single is required when federal filing status is Married Filing Joint and you elect to file as Single on the Maine return. As this is a relatively uncommon selection, TaxAct® has not yet developed this form for inclusion in the […]
TaxAct® will select the larger of your standard or itemized deductions on the Oregon return. If you are itemizing for Oregon only, TaxAct will print an “Oregon Copy” of Schedule A with your Oregon return. You will need to make all of the necessary entries on the federal Schedule A, even though you are not […]
In Tennessee, bank interest is exempt, along with various other dividend and interest income. Since the program does not have any way of knowing exactly what type of interest is entered in the Federal portion of the return (which flows to the Tennessee program), the user must adjust the amount of interest taxable to Tennessee […]
You will be asked during the filing process if you would like to submit your state return at the same time. You can indicate which returns you would like to file by checking the box next to each return. NOTE: Certain states require that you e-file the state return at the same time as your […]
We were recently made aware that the Indiana Department of Revenue’s filing system is still not ready to accept forms for testing and approval. TaxACT submitted the applicable information to the state in a timely manner; however, we cannot allow taxpayers to print and mail these returns prior to the state approving the form. Unfortunately, […]
Per the Oregon Department of Revenue instructions, you may need to add an amount to your income on Line 10 of the Oregon Form 40 (Line 33 of Form 40N or 40P) if you answer yes to both of these questions: Are you claiming an Oregon long-term care insurance premiums credit on Line 39 of […]
Indiana Schedule H reports additional information for the Indiana Part-Year or Nonresident return. Item 4 in Section 2 of Schedule H reports the date of death for the taxpayer and/or spouse. Schedule H already has the year printed in the fields for the taxpayer and spouse, per the Indiana Department of Revenue specifications. If a […]
Indiana Schedule 7 reports additional information required for the Indiana return. Line 5 on Schedule 7 reports the date of death for the taxpayer and/or spouse. If a date of death is entered in the Basic Information section of the Federal Q&A, then the month and day will transfer to the Indiana return and be […]
To enter the credit for taxes prepaid to Utah in TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click on Utah directly below the blue tabs Click Credits to expand the category and then click Prepaid income taxes The amount entered in this field will flow to Line […]
On Georgia Form 500, Schedule 1, you are allowed to subtract a “retirement income exclusion.” If you are 62-64 years of age (or less than 62 and permanently disabled), the maximum retirement income exclusion is $35,000. For taxpayers 65 or older, the retirement exclusion is $65,000. This exclusion is available for both the taxpayer and […]
The State of Michigan does not accept credit cards for payment of taxes and has no provisions for payments to be taken directly from your checking account at the time of filing your income tax return. For more information concerning this type of payment see the Collection Division website. If you have previously sent your tax […]
The sales and use tax calculation is based on the chart on Page 29 in the New York Instructions for Form IT-201, Line 59. TaxACT assumes the lowest income bracket from the chart for a tax due of $8.00 reported on NY Form IT-201, Line 59. This is why a new return (with no data) started for New York […]
To review or modify the subtractions from income for a Delaware return: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click on Delaware directly below the blue tabs Click Adjustments to expand the category and then click Adjustments subtracted from income Click Pension Exclusion and on the following screen you will […]
TaxACT supports Michigan city tax returns. The Common Form, CF-1040, is accepted by 19 cities: Albion, Battle Creek, Big Rapids, Flint, Grand Rapids, Grayling, Hamtramck, Highland Park, Ionia, Jackson, Lansing, Lapeer, Muskegon, Muskegon Heights, Pontiac, Portland, Saginaw, Springfield, and Walker. The Detroit resident city tax return is completed on Form D-1040(R). The Detroit nonresident city […]
Any child support payments will appear in column 3 of Vermont Form HI-144, and the total will be included in Line t, Household Income. To enter or review this information in TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Vermont right below the blue tabs at the top of […]
The Indiana Department of Revenue has implemented a new identity protection program for the 2014 filing season (2013 tax year returns). This program is aimed at protecting identities of Indiana’s taxpayers. Some taxpayers will be selected to confirm their identities through an Identity Confirmation Quiz, which should take no more than two minutes. The selected […]
New Mexico Form RPD-41326 Rural Health Care Practitioner Tax Credit Claim Form is a fillable form. To enter the information for the credit: TaxACT Online Users Forms Method: From within your TaxACT return (Online), click on Jump to Forms & Topics Expand the New Mexico view, and then expand the Forms and Schedules view Scroll down […]
To access the Michigan Tribal Code: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Michigan right below the blue tabs at the top of the screen Click Refundable Credits to expand the section and then click Resident Tribal Member Annual Sales Tax Credit, Form 4013 The […]
There are several miscellaneous tax credits in Missouri that are reported on Form MO-TC. Information about these credits and the credit forms can be found at the Missouri Department of Revenue website Miscellaneous Tax Credits. These credits are calculated on their own specific forms and then reported on the Missouri Income Tax Credits Form MO-TC. At […]
File Only State Return (Video)
To enter your U.S. Military Enlisted Pay into your Arkansas tax return: Click on the State Q&A Click Arkansas directly below the Basic Info tab Click Income The first screen will ask if you have military wages to enter. Click Yes and enter the proper amounts TaxACT will transfer the amount of W-2 income entered […]
If you were a part-year resident of Alabama, you need to allocate your AL income correctly to avoid being taxed twice on income earned as a part-year resident of another state. To allocate your part-year Alabama source income: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Alabama right below […]
Per Georgia Filing Requirements and Other Filing Questions: Q. Normally Georgia will accept the automatic federal extension to file (form 4868) if it is attached to the Georgia return. What procedure should be used if the federal extension was obtained over the telephone or electronically? A. The instructions to the 4868 indicate that before you […]
The following Connecticut publications address individual income taxes for a nonresident member of the military or a nonresident military spouse. Connecticut Form 1040NR/PY, page 8: Military Personnel Filing Requirements Military personnel and their spouses who claim Connecticut as a residence but are stationed elsewhere are subject to Connecticut income tax. If you enlisted in the service […]
A bar code will appear on your printed Arizona return. Since TaxACT returns include the 2D bar code, they must be mailed to the address provided in the filing instructions for 2D returns. See page 2 of Arizona Form 140 for more information. If you are sending a payment with your Arizona return: Arizona Department of Revenue P.O. […]
Only one person can claim the Minnesota property tax refund. Both renters/owners income needs to be included on the return. Per Minnesota Form M1PR instructions, page 5: Renters: If you lived with a person other than your spouse, each of you should have received a Form CRP from your landlord. You must apply for separate […]
The Massachusetts rental deduction is reported on Line 14 of Massachusetts Form 1. To add a Massachusetts renter’s deduction in TaxACT: From within your TaxACT return (Online of Desktop) click on the State Q&A tab and then click Massachusetts, located directly below the blue tabs Click Miscellaneous Topics to expand that category and then click Rental Deduction You will now be in the […]
Per the Massachusetts Form 1-NR/PY Instructions, page 3: Were you a Massachusetts resident for part of the 2012 tax year? While you were not a resident of Massachusetts in tax year 2012, did you receive Massachusetts source income (e.g., from a job in Massachusetts)? If you answered "Yes" to both line 1 and line 2, […]
To claim the Agricultural Water Conservation Tax Credit, you will need to print off and manually complete New Mexico Form RPD-41319, then enter the calculated amount in your TaxACT return. To enter the amount of the manually calculated credit in the TaxACT program: From within your TaxACT return (Online or Desktop) click on the State […]
As TaxACT cannot determine whether your pension income is subject to the McFadden or Maples lawsuits, you will need to manually adjust the taxable amount of your pension income during the State Q&A. According to the Arkansas publication Subject 206 Pensions and Annuities: If you received retirement benefits in the form of pension or annuity […]
The Ridesharing Credit is exclusive to the state of California and can be entered in your state return by following these steps: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click California located directly below the blue tabs Click Credits to expand the category and then click Special credit […]
To claim an Indiana Partnership Long-Term Care deduction in TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Indiana right below the blue tabs at the top of the screen Click Income & Deductions to expand the category and then click Miscellaneous Deductions Continue to the […]
If you are an Idaho resident but are not required to file a tax return, you may still be eligible to receive the grocery credit refund. To enter the appropriate information in TaxACT, depending on your situation: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Idaho right below the […]
The Eligible Single-Family Residence Tax Credit would have been claimed on your 2009 Georgia return. In order to claim the unused credit on your 2012 return, you must have purchased the home between June 1, 2009 and November 30, 2009 and claimed the credit in 2009 through 2011. The credit amount is the lesser of 1.2 […]
The Louisiana R-540X is for your records only and should not to be mailed to the Louisiana Department of Revenue. To amend the Louisiana return, you may either e-file a corrected IT-540 (or IT-540B), or paper file a revised IT-540 (or IT-540B). Form R-540X is only for use as a tool to help reconcile differences of […]
If you lived in Iowa for only a portion of the year, you should file a part-year resident Iowa tax return and allocate your Iowa income using the steps below: From within your TaxACT return (Online of Desktop) click on the State Q&A tab and then click on Iowa located on the left side of the screen, […]
If you paid rent to more than one landlord during the year: From within your TaxACT return (Online of Desktop) click on the State Q&A tab and then click Indiana right below the blue tabs at the top of the screen Click Income & Deductions to expand the category and then click Renter’s Deduction and Property Tax […]
If you choose to report sales tax on casual rentals of living quarters on you Maine income tax return in lieu of reporting the amount on the Maine’s sales tax returns, multiply the rentals received by 7% (0.07). Casual rentals include the rental of a house, cottage, condominium unit, vacation home, camp or any other […]
According to the instructions for Rhode Island Form RI-1040H Rhode Island Property Tax Relief Claim, the property tax relief claim must be filed by April 15, 2013. However, an extension may be allowed at the Rhode Island Division of Taxation’s discretion for sickness, absence, or disability. According to the Division of Taxation, there is not […]
Michigan Schedule of Apportionment MI-1040H is not only used for businesses with assets or employees. There is also a Sales Factor under Part 2: Computation Of Income Attributable To Other State(s), Line 16 that states "Business income included in adjusted gross income that is subject to apportionment (include ordinary and portfolio income, and all other business […]
If you filed an extension and mailed in a payment with the extension, you will need to place the payment information from the extension form in our software for the data to accurately reflect on your return. Please follow the instructions below to enter your payment: From within your TaxACT return (Online or Desktop) click […]
If you received any FIP (Family Independence Program) and other DHS (Department of Human Services) benefits, please enter the amount of those benefits into TaxACT to correctly calculate the Homestead Credit Claim. To enter this information into TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click […]
Arizona legislature made the decision to not fully conform to federal changes to the Internal Revenue Code in 2009 after the 2009 tax season had already ended. Due to the fact that many Arizona return filers will now have to amend their returns, on August 16, 2010 the State of Arizona Department of Revenue released […]
If you are to receive a refund there is nothing to mail in. If you do owe when completing your filing, a PFC prints out with your return. This form must accompany any payment you make to the Indiana Department of Revenue for that same period. Refer to the filing instructions that print with your […]
TaxACT supports West Virginia Form WV-8379 Injured Spouse Allocation. To enter this information in TaxACT: From within your TaxACT return (Online or Desktop), click on the State Q&A tab Click West Virginia directly below the blue tabs Click Miscellaneous Topics to expand the category and then click Injured spouse relief The program will proceed with the interview questions for […]
When there is a federal income tax deduction on the Alabama return, the Alabama Department of Revenue requires that a copy of page 2 of the federal return be provided to support the deduction. This is why page 2 of IRS Form 1040 is printed with the Alabama return.
The federal Schedule A will print if the Arizona Schedule A is part of your Arizona return. According to the Arizona form instructions, you must complete a federal Schedule A to itemize on your Arizona return, even if you do not itemize on your federal return.
The first page of the California return is a scannable form created for ease of use at the state office. The form is scanned on a special machine that can read the line numbers and values faster than a human can type them into the system. The California TaxACT return is printing correctly even though it looks different from the return […]
The Connecticut return will be marked with a Y or a N for Dec. to indicate whether the taxpayer or spouse is deceased. This information will also be included in the scan bar.
Georgia Department of Revenue, Taxpayer Services Division, Innocent/Injured Spouse Relief: Q. Does Georgia have innocent spouse rules? A. The Georgia legislature passed innocent spouse legislation during 1999. Generally a person must have been treated as an innocent spouse under IRS guidelines before innocent spouse status can be considered for Georgia purposes. Q. Every year my […]
Per the State of Georgia’s FAQ: If you are claimed by a parent or guardian on his/her federal return, you should claim one exemption for yourself on your Georgia return.
TaxACT supports Idaho Form 43 Idaho Part-Year Resident/Nonresident Income Tax Return which will show your Idaho taxable wages (this comes from Box 17 of each W-2 in which ID is listed in Box 15). The first question in the Idaho Q&A is whether you are a full-year or part-year/nonresident of Idaho. Depending on that answer, the program will […]
Idaho property tax information will be automatically populated in the Idaho return based on the information entered in the Itemized or Standard Deductions section of the Federal Q&A.
The State and ZIP code fields are required by the State of Maine. Without this information the return would be rejected. You will need to paper file the Maine return for this year.
Michigan Schedule D The Michigan MI-1040D will only print when there is a difference between the federal and the Michigan transactions. The Michigan Department of Treasury only requests the MI-1040D for the related additions and subtractions where there is a difference.
For Michigan returns, you must file for a refund within four years of the due date of the return and keep a copy of your return and all supporting schedules for six years. If you are due a refund, you must file a return within four years of the due date to obtain the refund. […]
A bar code will appear at the top of your printed Georgia return. Since TaxACT returns include the 2D barcode, they must be mailed to the address provided in the paper filing instructions for 2D returns. If your Georgia return has a refund: Processing CenterGeorgia Department of Revenue P.O. Box 105597 Atlanta, GA 30348-5597 If your Georgia return […]
The Retirement Income Exclusion on the Georgia return is only available to taxpayers who are either: 62 years of age or older, or permanently disabled to such an extent that they are unable to perform any type of gainful employment TaxACT automatically calculates the exclusion based on the date of birth entered in the Federal Q&A section […]
To adjust the income on California Form 540NR California Nonresident or Part-Year Resident to reflect only the income received while a California resident or received from sources within California while a nonresident: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click California right below the blue tabs at the […]
The Alabama Department of Revenue requires all income received from sources both inside and outside Alabama be included on the Alabama return (and then the “Alabama only” wages be indicated if you are a part-year or nonresident). The TaxACT program does this by transferring all wages from Box 16 of any W-2s in the return to the […]
There are certain retirement systems that Alabama does not make taxable, including “any defined benefit retirement plan in accordance with IRC 414(j) (contact your retirement plan administrator to determine if your plan qualifies).” The TaxACT program cannot determine if the plan is eligible to be tax exempt, so the preparer of the return must change the amount […]
The public pension exemption is calculated on Missouri Form MO-A, Part 3 (Section A). It applies to any federal, state, or local pensions (not just Military Retirees and/or Missouri State Employee Retirees). Taxpayers with income exceeding the limits below may qualify for a partial credit. The program will calculate this deduction if you qualify. The […]
If you received any FIP (Family Independence Program) and other DHS (Department of Human Services) benefits, please enter the amount of those benefits into TaxACT to correctly calculate the Homestead Credit Claim. To enter this information into TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click […]
To subtract the military pay on the Michigan return: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click on Michigan Click Subtractions to expand the category and then click Various Schedule 1 subtractions Make the entry for Active duty military pay from U.S. Armed Forces included in […]
To enter the Michigan Homestead Property Tax Credit: From within your TaxACT return (Online or Desktop) click on the State Q&A tab, then click on Michigan directly below the blue tabs Click Refundable Credits to expand the category, click Homestead property tax credit to expand the category, then click Homestead property tax credit claim, Form MI-1040CR […]
The deadline for filing your 2013 home heating credit is September 30, 2014. The filing of an extension for income taxes does not extend the due date for the home heating credit. To enter the information for this credit in the TaxACT program: From within your TaxACT return (Online or Desktop) click on the State […]
Form MI-1040CR-7 can be either electronically or paper filed using TaxACT. To enter the information for Form MI-1040CR-7: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Michigan directly below the blue tabs Click Refundable Credits to expand the category, then click Home heating credit Click Home heating claim, Form […]
The instructions for Form MI-1040CR indicate that to amend the form you originally filed you should complete a corrected paper form and hand write Amended across the top. You can correct the information in the software and print the individual form from the Print menu. This Amended form should then be mailed to: Michigan Department […]
Instructions for Form NJ-1040, Page 6: Guidelines for Part-Year Residents If you were a New Jersey resident for only part of the taxable year, you are subject to the tax if your income for the entire year exceeds $20,000 ($10,000 if filing status is single or married/CU partner, filing separate return), even though the income […]
The Virginia Schedule FED is only required if there is car and truck expense on Line 9 of federal Schedule C. If you have a car or truck expense entered on Schedule C, use the following steps to add your Virginia Schedule FED information in TaxACT: From within your TaxACT return (Online or Desktop) click on […]
To enter an adjustment to income for the Texarkana exemption in TaxACT: From within your TaxACT return (Online or Desktop), click the State Q&A tab Click Arkansas in the menu just below the blue tabs Click Adjustments to Income Continue to the screen titled Arkansas – Border City Adjustment and enter the information NOTE: You […]
The TaxACT program supports California Form 3801 Passive Activity Loss Limitations. This form may be used to figure the allowable California passive activity loss (PAL) and any adjustment that must be made to account for any difference between the California PAL and the federal PAL. Per the California Instructions for Form FTB 3801 Passive Activity Loss Limitations, […]
To enter Maryland Form 502V information in TaxACT: From within your TaxACT return (Online of Desktop) click on the State Q&A and then click Maryland directly below the blue tabs Click Subtractions from Income to expand that category and then click Use of Vehicle for Charitable Purposes The program will proceed with the interview questions for you to […]
Georgia tax refunds are considered Other Income for the Retirement Income Exclusion. Refunds from states other than Georgia are not included. On page 14, the Form IT511 Instructions state that "other income that is not taxable to Georgia should not be included in the retirement income exclusion calculation". The GA tax refund is taxable to Georgia and should therefore be included on […]
Per the instructions for Form D-40 Individual Income Tax: District Code section 47-1803.03 (c) states, “Every individual who claims the standard deduction on his or her federal income tax return shall claim the applicable standard deduction specified in section 47-1801.4(26). Every individual who itemizes the deductions on his or her federal income tax return shall itemize […]
Per the Arkansas Form 8453-OL instructions: If you choose to file your State of Arkansas tax return by using one of the online web providers, you are required to complete the AR8453-OL. You must keep the completed and signed AR8453-OL along with your tax return and any W-2s and/or 1099s. In the TaxACT program, you […]
Michigan has different mailing addresses for computer-generated forms than it does for preprinted paper and web forms. FORM MI-1040 Computer Generated: REFUND: Michigan Department of Treasury PO Box 30726 Lansing, MI 48909-8226 PAYMENT: Michigan Department of Treasury PO Box 30727 Lansing, MI 48909-8227 Preprinted Paper and Web Forms: REFUND: Michigan Department of Treasury Lansing, MI […]
Because of changes in the federal Schedule A, you may need to adjust your California itemized deductions. Other taxes claimed on Line 8 of federal Schedule A may include foreign taxes paid, and these are not deductible for California purposes. If this situation applies to your return, you will see the following alert in your […]
If you are a nonresident military taxpayer with ONLY military income, and you are filing a joint resident return with a civilian spouse, you can enter your tax exempt military income as follows: From within your TaxACT return (Online of Desktop) click on the State Q&A and then click Maryland directly below the blue tabs Click on […]
Contributions to the West Virginia Prepaid Tuition Trust/West Virginia Savings Plan Trust may be deductible on your West Virginia return. Taxpayers making payments or contributions to programs of the West Virginia Prepaid Tuition Trust and/or West Virginia Savings Plan Trust, operated under the trade names of SMART529 or West Virginia Prepaid College Plan, may be […]
To enter the Basic Military Pay subtraction in TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab, then click Virginia directly below the blue tabs Click Adjustments to expand the category and then click Adjustments subtracted from income Click Other Subtractions Select 38-Basic Military Pay from the drop-down menu and […]
The mailing address for Form 760IP Virginia Extension Payment Voucher is: Department of Taxation P.O. Box 760 Richmond, VA 23218-0760
The credit for increased excise taxes is a refundable credit that applies if you are married filing jointly or head of household and your federal adjusted gross income is $25,000 or less. It will also apply if you are single or married filing a separate return and your federal adjusted gross income is $12,500 or […]
Currently, the TaxACT program only allows one Pennsylvania return to be attached to the federal return. In order to file two separate returns in Pennsylvania, you would need to create two additional federal returns and split the income appropriately between these two returns (within the Federal Q&A), and then complete the PA module for each. […]
TaxACT supports the filing of an Oregon return which qualifies for the Amtrak Act. To make this designation in your return: From within your TaxACT return (Online or Desktop) click on the State Q&A tab and then click Oregon directly below the blue tabs Click Miscellaneous Topics to expand the category and then click Return Instructions From the drop down […]
In the State Q&A for California, the Adjustments screen titled California – Adjustments – Alimony Paid states: If you paid alimony, enter the last name of the person to whom you paid alimony. If you are a nonresident alien and did not deduct alimony on your federal return, enter the alimony paid as an addition. Otherwise, […]
Iowa Tax Treatment of Same-Sex Marriages Per Iowa Tax Treatment of Same-Sex Marriages: Return Filing Options for Same-sex Spouses For federal purposes, spouses in a same-sex marriage should file either as single filers, or as head of household. For Iowa purposes, same-sex spouses have three options for filing their Iowa income taxes: A married filing […]
If a student attends two separate colleges in the same year and both are entered on Kentucky Form 8863-K Kentucky Education Tuition Tax Credit, you will see a Red Alert. TaxACT has this Red Alert, which will prevent electronic filing of the return, because Kentucky will not accept returns with duplicate social security numbers on Form […]
If you are a Pennsylvania resident in the military, the following are not taxable: income you earned outside of Pennsylvania while on active duty military pay you received while in a combat zone To enter your federal active-duty pay earned outside Pennsylvania in TaxACT: From within your TaxACT return (Online or Desktop) click on the State Q&A tab, […]
Pennsylvania does not allow electronic filing of tax returns that have a 1099-MISC or 1099-G which report PA withholdings. If you have mistakenly reported PA withholding on either a 1099-MISC or 1099-G (unemployment), correct your data entry and the alert will clear. If the data is reported correctly and you had PA withholding on either […]
To obtain your pin code for Illinois, please visit the link below. Illinois Pin Code
