How do I access TaxAct tools in Claude? You can connect Claude to TaxAct using TaxAct’s Model Context Protocol (MCP) server. Once connected, you can explore filing options, compare costs for your situation, and get guided help in chat—similar to working with TaxAct from your browser, without leaving Claude. Watch the video TaxAct in Claude […]
To create a TaxAct account, follow the steps below. From the TaxAct Home Page, click Create Account in the upper right-hand corner. Enter your email address and a mobile phone number. NOTE: You cannot create a new account using an email address or phone number that is already linked to another account. If you have […]
TaxAct offers separate online and desktop consumer business programs for businesses registered as a Sole Proprietorship, Partnership, Corporation, or S-Corporation. We offer two online or desktop purchase options for the federal business programs: as a separate product or in a bundle with our 1040 product. Sole Proprietorship is not offered as a bundle because is […]
Below are the top FAQs for signing into your account: Sign-In Instructions (Online or Desktop) Recover Your Account (Locked or Disabled) If you can no longer access the phone number or email address on your account, use the “alternative verification” steps detailed in the above FAQ. Manage or Update Account Information (Name, Address, Username, or […]
2025 As 2025 TaxAct state editions are updated, details will be added below to highlight what’s new in each release. Download Information | Federal Update Information | https://www.taxact.com/forms Alabama 2025 1040 V1.0 01/09/2026 – Form 40NR (Nonresident return) not approved for paper or electronic filing. V1.01 01/15/2026 – Form 40NR can be e-filed or paper-filed. No […]
The TaxAct mobile app is now available for iOS and Android users! Visit the Apple App Store or the Google Play Store, search for TaxAct, and download the app to your device. Once installed, sign in using the same username and password you use on the TaxAct website.
If you are attempting to select a student for the Student Worksheet, and you are not seeing any options other than “None Selected,” you may be missing basic information for the taxpayer, spouse or dependent. A student will not populate in this drop-down unless you have completed information for a taxpayer, spouse, and/or dependent (most […]
If you are claimed as a dependent on another person’s tax return, you must indicate this when filing your own return. Selecting this checkbox: Limits your standard deduction amount. Prevents you from claiming dependents of your own. May make you ineligible for certain tax credits and deductions (though you may still qualify for others depending […]
If you need to change your name, Social Security number (SSN), date of birth, or other basic information, follow these steps. Online Dashboards From within your TaxAct return, click About. On smaller devices, click the menu at the top left corner of your screen, then make your selection. Review the information listed for You, […]
TaxAct is excited to offer live support calls with tax experts. For details about this program, see the Terms of Service. To schedule a call with one of our tax experts or to find out more about this program, go to our TaxAct Xpert Help webpage.
You can add more than one return to your TaxAct account. Steps vary depending on whether you use TaxAct online, or on your desktop. Online Instructions Sign in to your TaxAct Account online. Select My Tax Returns. Click Add a 20YY Return. Click Start New Individual Return or Select Business Type. If you aren’t sure which […]
After signing in to your TaxAct account or performing other tasks which require verification, a verification code will be sent to your email or as a text message to your mobile device, according to your preferences. If you are unable to locate the code (which may take a minute or more to arrive), check the […]
To start a new return for the current year: Sign in to your TaxAct Account online. Click Add New 20YY Return. Click on Start New Individual Return or Select Business Type depending on the return type you wish to start. Related Links Access Current or Prior Year Return Consumer Product Offerings Start a Current Year Return […]
Follow these steps if you have forgotten your password: Click Sign In at the top-right of the TaxAct website. On the Sign In screen, enter the username, email address, or the mobile phone number associated with your TaxAct account. Click Sign In. On the Sign in with Password screen, click I forgot my password. A […]
To reflect all of the changes to the IRS’s ever-changing tax code, all TaxAct software packages are updated on a regular basis. We release TaxAct federal programs in Early Release and Final versions. As a TaxAct customer, you can download the latest versions of your TaxAct software from within your account. Use the table below […]
For Windows or JavaScript errors in the program, please follow the instructions below to clear the cache in the TaxAct folder. For program years 2023 and on: Close all versions of TaxAct. You may want to restart your computer or use Task Manager to ensure no versions of TaxAct are running. Open a File Explorer […]
If you receive an error message when installing WebView2, this may be caused when the update to WebView2 is done by the Managed User and not the Admin User. To correct the error, update as the Admin using the following steps. Log in as Admin User. Navigate to the Download the WebView2 Runtime page on […]
Whether you can claim your child as a dependent, if your ex-spouse did not, is based on who the custodial parent is and whose qualifying child the child is determined to be for that year according to the IRS rules. The following information will help determine who can: take the child tax credit, use the […]
Click any link below to go to our checklist for that return. Complete the checklist before completing your TaxAct® return to save time. 1040 Individual Income Tax Return 1065 – Partnership Return 1120S – S Corporation Return 1120 – C Corporation Return 1041 Estates & Trusts 990 – Return of Organization Exempt From Income Tax
For help with your TaxAct Online or Desktop program, go to our Contact TaxAct Service & Support webpage. For help with your TaxAct Professional program, go to our TaxAct Professional Support webpage.
To place a pre-order through an email offer: From within the email you received, click the Pre-Order Now link at the bottom of the email. Click Pre-Order Now under the product you want to order. Continue with the on-screen steps to complete your order. If you have trouble placing the order through the email, you […]
TaxAct has partnered with Fidelity to help make filing your taxes and investing your money even easier. If you come to TaxAct through the custom Fidelity landing page, you can take advantage of the following: Discount on TaxAct products Easily import data from your Fidelity account into your tax return Deposit tax refund directly into […]
System requirements for TaxAct are somewhat different for online or desktop versions. See our web page here: System Requirements If you have clicked the link(s) above and nothing happens, you may also visit our support page at https://www.taxact.com/tsupport and search for “system requirements.”
Recently, some taxpayers may have received an Identity Protection PIN letter from the IRS with the incorrect year listed. Notice CP 01A, dated January 4, 2016, incorrectly indicates the IP PIN issued is to be used for filing the 2014 tax return. Instead, the IP PIN issued is to be used to file the 2015 tax […]
