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Michigan – Retirement Pension Subtraction

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 […]

Massachusetts – Death of Taxpayer/Spouse

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 […]

Request a Copy of a State Return or Transcript

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 | […]

State E-File Status

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.

Minnesota – Form M1PR – Property Tax Refund

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. […]

Montana – Medical Savings Account (MSA) Schedule

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, […]

Mississippi – Gambling Withholdings Non-Refundable

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 […]

Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)

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 […]

Massachusetts – Form 1099-HC

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 […]

Massachusetts – Senior Circuit Breaker Credit

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 – Tuition and Fees Deduction

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 […]

Massachusetts – Wage Adjustment

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 […]

Maryland – Form 502 – Baltimore City Tax Rate

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 Pickup Amount

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 […]

Montana – Montana Itemized Deduction Schedule Line 9 Mortgage Interest

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 […]

Missouri – Form MO-CR

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 […]

Preparing Your State Return in TaxAct

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 […]

State E-filing

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 […]

Maine – Schedule NRH

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 […]

Transmitting Both Federal and State

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 […]

Michigan – Payment Options

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 […]

Michigan – City Tax Return – Preparation and Filing

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 […]

Michigan – Tribal Member

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 […]

Missouri – Miscellaneous Credits Form MO-TC

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 […]

Minnesota – Property Tax Refund – Roommates and Co Owners

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 […]

Massachusetts – Rental Deduction

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 […]

Massachusetts – Schedule R/NR Nonresident and Part-Year Resident

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, […]

Maine – Sales Tax on Casual Rentals of Living Quarters

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 […]

Massachusetts – Extension Payment

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 […]

Michigan – Schedule NR Form MI-1040H Apportionment

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 […]

Michigan – Homestead Property Tax Credit – FIP/DHS Income and Rent Home

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 […]

Michigan – Schedule D

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.

Michigan – Timeframe to Keep Copy of Return and File for Refund

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. […]

Michigan – Form MI-1040CR-7

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 […]

Missouri – Retirement Income Exemption

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 […]

Michigan – Homestead Property Tax Credit – FIP/DHS Income and Own Home

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 […]

Michigan – Amended Form 1040 CR – Homestead Property Tax Credit

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 […]

Michigan – Military

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 […]

Michigan – Homestead Property Tax Credit Claim

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 […]

Michigan – Form 1040CR-7 Home Heating Credit Claim

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 […]

Maryland – Form 502V – Use of Vehicle for Charitable Purposes

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 […]

Michigan – Mailing Address Computer Generated Returns Filing Address

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 […]

Maryland – Reporting Tax Exempt Military Income on Form MD502

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 […]