TaxAct’s VITA offer is valid in the following states: Alabama Arkansas Arizona California Colorado Connecticut Delaware District of Columbia Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maryland Massachusetts Michigan Minnesota Missouri Mississippi Montana Nebraska Nevada New Jersey New Hampshire New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island […]
As TaxAct Federal editions are updated, details will be added below to highlight what’s new in each release. See https://www.taxact.com/forms for forms availability. 1040 Edition – 2025 Limitations Form 1062 – Deferral of Tax on Gain From the Sale or Exchange of Qualified Farmland Property to Qualified Farmers not released. Prevents e-file and printing. Changes […]
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 […]
When there are new posts in Notifications, a pop-up notification will appear on your screen. The alert will not disrupt what you are currently working on. If no action is taken, the alert will disappear after ten seconds, or you can close the alert by clicking X in the top right of the notification. To […]
When you file with TaxAct, you have the opportunity to use your tax refund to open a new IRA account. After completing the Itemized Deductions section in TaxAct, the Use Your Tax Refund to Fund Your Retirement screen appears. Here, you may choose to use your tax refund to open an IRA account through BluVest. […]
BluVest is an online investment advisory service that invests clients’ assets pursuant to specific asset allocation models. The specific asset allocation model selected for a client depends on the client’s responses to an online questionnaire available on the BluVest Website. Each model portfolio is designed to help clients meet a particular investment goal and invests substantially […]
BluVest is the brand name of a partnership between TaxAct, HD Vest, and Financial Guard. BluCora is the parent company of both HD Vest and TaxAct. Related links Opening BluVest IRA Account With Tax Refund What is BluVest? Who is HDVest? Contact BluVest
HD Vest Advisory Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions including securities, insurance, money management services, and banking solutions. HD Vest Advisory Services is the investment manager for BluVest with primary investment management responsibility for client accounts. Related links Opening BluVest IRA Account With Tax […]
If you have questions about BluVest, their contact information is as follows. BluVest 800 Number: 800-214-9040 Phone Tree/Prompts: Prompt 1: Technical Support Prompt 2: Account Opening and Account Maintenance Inquiries Prompt 3: BluVest Investment Service Inquiries Prompt 4: TaxAct Questions* Prompt 5: Cash Withdrawal Requests *If your questions are tax-related, please call TaxAct at 319-373-3600.
When you file with TaxAct, you have the opportunity to use your tax refund to open a new IRA account. After completing the Itemized Deductions section in TaxAct, the Use Your Tax Refund to Fund Your Retirement screen appears. Here, you may choose to use your tax refund to open an IRA account through BluVest. […]
BluVest is an online investment advisory service that invests clients’ assets pursuant to specific asset allocation models. The specific asset allocation model selected for a client depends on the client’s responses to an online questionnaire available on the BluVest Website. Each model portfolio is designed to help clients meet a particular investment goal and invests […]
For tax year 2015, TaxAct partnered with industry leader InfoArmor to offer identity protection services for your clients. Please note this product will not be offered in tax year 2016. PrivacyArmor Select protects against tax, identity, cyber and credit fraud by detecting and intercepting suspicious activity that could result in misuse of your client’s personal […]
For tax year 2015, TaxAct has partnered with InfoArmor to offer an identity restoration feature to the Basic, Plus, and Premium programs at no additional charge. With InfoArmor, you have access to Privacy Advocates 24-7 who manage identity restoration from start to finish. Privacy Advocates can help to confirm fraudulent activity and will help you […]
