Maryland is upgrading its tax systems as part of the transition to Maryland Tax Connect. During this transition, some online services will be unavailable, and acknowledgments will be delayed. Maryland Tax Connect for Individual Filers is scheduled to launch on September 1, 2026, when normal processing is expected to resume. You can still e-file Maryland […]
To delete a state from your TaxAct return, follow these steps: FAQ: 640
If the school district tax withholding was not listed separately from the Ohio locality withholding on your Form W-2, enter the amounts in the Q&A interview as if they were listed separately to get the correct school district withholding amount to transfer to Ohio Form SD 100, School District Income Tax Return. Follow the steps […]
Updated Guidance from Virginia – May 28, 2026 The Virginia Department of Taxation issued updated guidance on May 28, 2026, regarding Virginia’s conformity to the 2025 federal new tax bill. For taxpayers subject to Virginia’s Limited Itemized Deduction computation and those claiming the general sales tax deduction on Line 5a of Virginia Schedule A, the […]
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 […]
Idaho recently enacted legislation updating how the state conforms to federal tax law under the new tax bill. These changes are retroactive to January 1, 2025, and may affect your Idaho income tax return. Because Idaho adopted most of the federal changes made by the new tax bill: Certain new federal deductions may now also […]
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 […]
California has three identifying numbers for business returns: The California Corporation Number (CCN) is an eight-digit number beginning with the letter “C.” In TaxAct, enter the seven digits after the letter “C.” The Secretary of State (SOS) file number is a minimum of 7 digits long, a maximum of 12 digits long, and can only […]
If you itemized deductions on your prior year tax return, then a state refund that you received this year may be taxable. If you did not itemize deductions on your prior year tax return, your state refund won’t be taxed. To report Form 1099-G State Refund Document in the TaxAct program, follow the steps below. […]
If you are not seeing code “106” (long-term premiums) as a selection in the Virginia program, it is likely because first the long-term premiums must be entered in the Federal program, under Itemized Deductions (not to be calculated and taken on the Federal return, only to let code “106” appear on the Virginia return). Once […]
The IRS instructions do not specify how many homes or properties you may include when deducting real estate taxes on Schedule A (Form 1040), Itemized Deductions. The only limitation appears to be that you cannot deduct on Schedule A the real estate taxes you paid for a property used for business. The taxes for business […]
To enter Form 1098 for real estate (property) taxes paid, follow the steps below. To enter Form 1098, Mortgage Interest Statement, follow the steps in the Form 1098 – Entering in Program FAQ. Online Dashboard From within your TaxAct return, click Deductions & Credits. On smaller devices, click the menu at the top left corner […]
Most state and local governments charge an annual tax on the value of real property that you own. Any of these real estate taxes (also called property taxes) on your primary or secondary residence are generally deductible on your return. The amount of real estate taxes paid may be reported to you on Form 1098, […]
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 […]
The California Voluntary Plan for Disability Insurance (VPDI) is not deductible on the federal tax return. Under IRS Rev. Rul. 81-194, VPDI withholdings are treated as personal expenses and cannot be claimed as an itemized deduction on Schedule A. When you enter VPDI amounts from your Form W-2, box 14 in TaxAct, the information is […]
Paid Family Leave Insurance benefits (PFL) reported on Form 1099-G, Certain Government Payments, are taxable on the federal return, but not the California return. They are treated like unemployment compensation and California excludes unemployment compensation from taxable income. See the Form 1040 – Unemployment Compensation FAQ for detailed steps. Related Links California Schedule CA Instructions […]
Below you will find information regarding each state’s expectations for paying tax owed. Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Georgia | Hawaii | Idaho | Illinois | Indiana | Iowa | Kentucky | Kansas | Louisiana | Maine | Maryland | […]
Finding Supported Federal and State Tax Forms by Product You can view which federal tax forms are supported by each TaxAct product by selecting the relevant product below: Free Deluxe Premier Self Employed Estates and Trusts (Form 1041) Partnership/LLC (Business 1065) C Corporation (Business 1120) S Corporation (Business 1120-S) Tax Exempt Organizations (Form 990) Once you select […]
To prevent fraud, TaxAct requires that your federal return be e-filed through its platform before e-filing your state return. If your federal return was not e-filed—whether due to IRS restrictions or because it wasn’t required—you must paper-file your state return. For New York taxpayers, e-filing is generally required. However, an exception allows paper filing if […]
In the TaxAct® program, the federal information you enter flows to the attached state return(s). Because of this, you can’t have a singular TaxAct return with different filing statuses for federal and state returns. If you want to use different filing statuses for your federal and state returns (example: married filing jointly for a federal […]
To e-file an Illinois tax return, you (and/or spouse) must have: Filed an Illinois tax return within the past two years, or A valid Illinois Driver’s License or State ID Note. If you (and/or spouse) have not filed an Illinois tax return within the past two years and you (and/or spouse) do not have a […]
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. […]
Am I required to file a state return? You will need to determine your specific state’s filing requirements. These can generally be found in the form instructions for that state or on their website. Note. Refer to the Federation of Tax Administrator’s State Tax Forms & Filing Options webpage to be directed to any state […]
To help prevent fraud, it is not possible to e-file most state returns if you have not e-filed your federal return with TaxAct. California is the only state return that can be e-filed without the federal return. If you did NOT e-file your federal return with us You can still prepare your non-California state return, […]
Individual federal tax returns are due April 15th – see the e-Filing – Return Due Dates and Deadlines FAQ for details. See the chart below for state return due dates. State Filing Deadline Alabama April 15 Alaska Does not assess income tax Arizona April 15 Arkansas April 15 California April 15 Colorado April 15 Connecticut April 15 […]
Adjustments due to differences between California Schedule K-1 and IRS Schedule K-1 are entered on California Schedule CA (540) California Adjustments – Residents. Please refer to the California Schedule CA (540) Instructions for additional information. Depreciation adjustments are made on California Form 3885A Depreciation and Amortization Adjustments if there is an IRS Form 4562 Depreciation […]
Per the IN IT-40 Booklet: “Line 7 – Military Service Deduction (active duty armed forces members only) Note. National Guard and armed forces reserves members will not report the deduction for their income on this line. Please see the instructions for Line 11, National Guard and Reserve Component Members Deduction on page 22. Important. The […]
Per the IN IT-40 Booklet: Line 1 – Tax Add-Back If you did not complete Federal Schedules C, E, or F, which include sole proprietorship income, farm income, rental, partnership, S corporation, and trust and estate income (or loss), then do not complete this line. On those schedules you are allowed to claim a deduction […]
TaxAct® supports the the preparation of California individual and business tax returns, but does not support the reporting requirement by employers (i.e. Forms 592, 592-A, 592-B, 592-F, or 592-V). You can obtain further information on the California Franchise Tax Board web site by accessing the following links: California Instructions for Form 592 Resident and Nonresident […]
TaxAct now supports California Form 3804 – Pass-Through Entity Elective Tax Calculation in the California 1065 and 1120S modules. We also support the form for single-member LLC (SMLLC) returns that are part of the California 1040 module. Partners, members, and shareholders (owners) can consent to be included on Form 3804 by checking the calculation checkbox […]
The California Consumer Privacy Act (CCPA) is intended to enhance privacy rights and consumer protection for the residents of the State of California. The bill was enacted in 2018 and took effect on January 1, 2020. To find more information on CCPA, please visit the State of California Department of Justice California Consumer Privacy Act […]
Public Act 18-49, passed on May 31, 2018, included a new Pass-Through Entity Tax which changed how income earned by S corporations and partnerships is taxed. For tax years starting on or after January 1, 2018, the partnership or S corporation pays tax on its own income instead of passing through the tax to the […]
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 […]
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 […]
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, […]
In efforts to maintain a secure channel for all consumer Personal Data Requests, you must initiate this request through the user-friendly Review your California privacy rights website or by logging into your secure TaxAct account. To access the California Consumer Privacy Rights webpage from within your account: Sign in to your TaxAct account, then click the […]
If you meet one of the following conditions, you’ll need to include your Hawaii Tax Identification Number on your tax return: You operate a business in Hawaii You practice a profession as a sole proprietorship in Hawaii You receive rental income from a property located in Hawaii You operate a farm in Hawaii You can […]
Per the Indiana CollegeChoice529 FAQs on 529s webpage: What is CollegeChoice 529? CollegeChoice 529 is a Section 529 plan offered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Ascensus Broker Dealer Services, Inc. and its affiliates (Ascensus) have overall responsibility for the day-to-day operations including investment […]
If you’re seeing a message in the electronic filing (e-filing) steps of the California 1120 return indicating that the return can’t be e-filed because it contains California Schedule R-7 Election to File a Unitary Taxpayers’ Group Return (which is not eligible for e-filing), you may want to review the following information to determine if you indicated Schedule R-7 […]
If the amount of net income reflected on California Form 100 California Corporation Franchise or Income Tax Return Line 1 doesn’t match the amount on Federal Form 1120 U.S. Corporation Income Tax Return page 1, Line 28, it may be due to the amount(s) entered as a deduction for taxes (i.e. state and local, payroll, […]
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 […]
Taxpayers who file in Georgia for the first time and those who have not filed in five or more years will not receive a direct deposit; instead, a paper check will automatically be issued. According to the Georgia Department of Revenue, this policy exists to help prevent fraudulent requests for direct deposit refunds.
While California Schedule P (540) Alternative Minimum Tax and Credit Limitations – Residents may be part of your return, it does not necessarily mean that your return is subject to Alternative Minimum Tax (AMT). As explained below, there are other reasons your return may need to contain California Schedule P. Per the California Instructions for […]
Per the New York Instructions for Form IT-201: Paid preparer’s responsibilities – Under the law, all paid preparers must sign and complete the paid preparer section of the return. Paid preparers may be subject to civil and/or criminal sanctions if they fail to complete this section in full. When completing this section, enter your New […]
TaxAct does not support the preparation and filing of various City of Philadelphia returns (separate from individual Pennsylvania State income tax returns), with the exception of the Business Income & Receipts Tax (BIRT), the Net Profits Tax, and certain other local taxes. See the City of Philadelphia Payments, assistance & taxes webpage regarding the filing […]
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 […]
The prior year state refund amount on your Form 1099-G Certain Government Payments (or the amount imported from your prior year TaxAct return) may differ from the actual refund you received. There are various reasons as to why this is. Per the WI Individual Income Tax 1099-G and 1099-INT webpage: 5. I received a refund […]
The TaxAct Wisconsin 1040 Edition does not include the “session” calculation method for gambling winnings and losses. If you qualify for this method, you must manually calculate the amount of net winnings. If you determine any difference in taxable amounts of your gambling winnings, under the session method, you can then enter an adjustment. To […]
The Ohio IT 1040/SD 100 Instructions have a list of the Ohio school districts (bold print indicates a school district with an income tax in effect for the tax year). If you lived in (resided) or were domiciled in one of these school districts with an income tax for all or part of the year, you […]
Form W-RA is required to be mailed to the Wisconsin Department of Revenue, along with supporting documentation, when you’re claiming certain credits or other items on your e-filed return. Per the WI Form W-RA Required Attachments for Electronic Filing, page 2: Purpose of Form Use Form W-RA to submit supporting documentation when you electronically file […]
TaxAct® allows a deduction for Bailey Retirement benefits on the North Carolina return. You must first enter the retirement income on Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. during the Federal Q&A. To enter the retirement income in the program: From within your TaxAct return, click Federal. On smaller devices, click in the upper […]
States available in the TaxAct Business Tax Products for the 2024 Tax Year: Alabama Alaska Arkansas Arizona California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine (1120 only) Maryland Massachusetts Michigan (1120 only) Minnesota Mississippi Missouri Montana Nebraska New Hampshire New Jersey New Mexico New York […]
To access the Wisconsin Rent Certificate Q&A screens: From within your TaxAct return (Online or Desktop), click State, then click Wisconsin (or WI). On smaller devices, click in the upper left-hand corner, then click State. Click Refundable Credits in the Wisconsin Quick Q&A Topics menu to expand, click Homestead Credit Topics to expand, then click […]
California defines a single member LLC as a “Disregarded Entity” because the single owner’s income is treated as a Sole Proprietor on the Federal Schedule C Profit or Loss From Business (per the IRS instructions). While a single member LLC does not file California Form 565, they must file California Form 568 which provides details […]
If you need to file both resident and non-resident returns for New Jersey, please follow the instructions below. Select which New Jersey form (full-year/part-year) you want to e-file with the state of New Jersey. Complete the first return and e-file with the state of New Jersey. (Be sure to print copies of this return) You will […]
Interest that qualifies as Massachusetts bank interest may be exempt up to $100, or $200 for married taxpayers filing jointly. Massachusetts bank interest includes total amount of interest received or credited to deposit accounts (term and time deposits, including certificates of deposit, savings accounts, savings shares, and NOW accounts.) To edit the amount of interest […]
If you reside in Massachusetts, and have made contributions to certain, state-approved retirement accounts, you may be able to deduct the amount of some or all of those contributions on your tax return. You can use TaxAct to claim deductions for state-approved retirement contributions in Massachusetts. Learn more about tax-deductible retirement-plan contributions for Massachusetts residents. […]
Per the instructions the State of New Jersey provides to software developers, the TaxAct program pulls state wages from all of the taxpayer’s Forms W-2 Wage and Tax Statement for Line 15 of Form NJ-1040. Per the New Jersey instructions for individuals, this figure may need to be adjusted for Forms W-2 received from employment outside […]
To print your name in the Paid Preparer’s signature box: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Hover your mouse over Master Information, then click General. Under Filing/Printing Options, click the box next to Print the preparer’s name in the Preparer’s Signature Field. Some states allow the software […]
The amount that appears on Line 1 of Schedule 1 (Form 1040) Additional Income and Adjustments to Income is entered by the taxpayer from the information on a Form 1099-G Certain Government Payments or similar statement. There are situations where taxpayers must go to IRS Publication 525 Taxable and Nontaxable Income and manually calculate their […]
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. […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 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 […]
According to Louisiana Department of Revenue instructions, you are required to report items purchased out of state for which you were not charged Louisiana sales tax. To enter this information in your TaxAct® return: From within your TaxAct return (Online or Desktop), click State, then click Louisiana (or LA). On smaller devices, click in the […]
In the W-2 section of the Federal Q&A, you can enter information for Boxes 15-20. In Box 20 (Local Name), you can only select “Indiana Locality” (which will appear as “IN” on the form) for the Indiana locality. The actual locality name needs to be entered in the Indiana State Q&A. To enter the locality […]
If you owe Indiana state taxes, a Post Filing Coupon (PFC) will print with your return. This form must accompany any payment you make to the Indiana Department of Revenue (if you expect to receive a refund, there is nothing to mail and the PFC will not print) . If you are filing the return […]
The State of Illinois allows a subtraction from income for certain military pay earned, which is claimed on
To enter the deduction or credit for maintaining a home for aged and/or mentally disabled family members in your TaxAct® return: From within your TaxAct return (Online or Desktop), click State to expand, then click Idaho (or ID). On smaller devices, click in the upper left-hand corner, then click State. Click Subtractions in the Idaho […]
The TaxAct® Desktop and Professional Editions programs can automatically attach state returns for state modules that were installed on your computer. If you don’t need to file for a state that was attached to your return, you can choose not to file for the state and skip the interview questions for that state. You may […]
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 […]
After completing the Federal Q&A, the next step is to address the State Q&A. You’ll only need to answer a few state-specific questions for your state return. TaxAct® State Editions are typically available starting in January each year. For anticipated release dates, please refer to our State Program Release Dates FAQ. To prepare your State […]
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 […]
The State of Georgia has an Ad Valorem Tax which is listed on the Motor Vehicle Registration certificate. This tax is based on the car’s value and is the amount that can be entered on Federal Schedule A (Form 1040) Itemized Deductions for an itemized deduction (if the return qualifies to itemize deductions rather than […]
All U.S. citizens are residents of at least one state for tax purposes. Your state of residence is determined by: Where you’re registered to vote (or could be legally registered) Where you lived for most of the year Where your mail is delivered Which state issued your current driver’s license You can be considered a […]
