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 […]
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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, […]
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, […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 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 […]
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 […]
