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