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 […]
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 | […]
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 […]
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 […]
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 […]
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 […]
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 […]
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.
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 […]
The State of Illinois allows a subtraction from income for certain military pay earned, which is claimed on
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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.
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 […]
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, […]
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 […]
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 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 […]
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 […]
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 […]
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 […]
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 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 […]
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 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 […]
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 […]
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 […]
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 […]
To obtain your pin code for Illinois, please visit the link below. Illinois Pin Code
