Set Up Passkey You can now set up a passkey to log into your account. This provides a more seamless and secure way to authenticate your TaxAct login. The steps to set up your passkey are detailed for common browsers below. Exact steps may vary depending on your device or browser or passkey selection. Note: […]
Complete any fillable form in the TaxAct program, by using the forms assistant. If the Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first. In dashboard navigation, go to Resources, scroll to the Assistants section, and select Forms Assistant. […]
If you encounter an error when trying to check out a client return, it may be due to one of the following issues: The file’s Read-Only attribute is enabled. The file has become corrupt. The TaxAct program cannot locate the file. The file has been deleted. Deselect Read-Only (For additional assistance, visit Microsoft Support) Close TaxAct. Click the Search field on your taskbar, type File […]
The instructions for the four forms listed below may be found on the IRS website: Instructions for Form 1040 and 1040-SR Form 1040 U.S. Individual Income Tax Return Schedule 1 (Form 1040) Additional Income and Adjustments to Income Schedule 2 (Form 1040) Additional Taxes Schedule 3 (Form 1040) Additional Credits and Payments Note that any link in the information above is updated […]
How to Handle Suspicious Emails Claiming to Be from TaxAct® If you receive an email that appears to be from TaxAct but seems suspicious: Do NOT: Click any links within the email Reply to the sender Open any attachments How to Identify a Legitimate Email from TaxAct: We will never ask you to provide, verify, or update […]
Error: “Not a Valid Win32 Application” When Installing TaxAct If you downloaded the TaxAct program but see a “Not a valid Win32 application” error when trying to run the installer ([filename].exe), it’s likely that the file became corrupted during download. Step 1: Delete the Corrupted File Go to your Downloads folder and delete the TaxAct installer file. If you need […]
The TaxAct desktop editions install so that they integrate into the same program file (.exe). This means that if you have installed multiple federal editions (1040, 1065, 1120, etc.), all editions will run from the same program. After installing the federal edition for a return type, to create a new return: From within your TaxAct […]
If you receive a corrected form after you’ve already entered the information, it’s easy to fix before you file. You simply need to update the form entries you previously made to match the corrected information you received. If you’ve already filed your return and need to make corrections, you need to file an amended return […]
To view the filing instructions, which include attachment requirements, go to our Print Filing Instructions Online and Desktop FAQ. See IRS Publication 17 for details. Related Links Where to File Paper Tax Returns With or Without a Payment Note that any link in the information above is updated each year automatically and will take you […]
To transfer your TaxAct Desktop Consumer program from one computer to another computer: On your new computer, go to Downloading and Installing TaxAct to download and install the TaxAct program on your new computer. You cannot copy the program from one computer to another because there are file associations and settings that are created when you download […]
WebView2 Troubleshooting 1.Log in to machine as AdminUser 2.Navigate to the Download the WebView2 Runtime page on Microsoft’s website and select x64 under Evergreen Standalone Installer 3.Open up a file explorer window (You can click on the yellow folder on your taskbar, or follow the instructions below). 1.Press the Windows Key + R. […]
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 are receiving an error message when opening a return that says, “Unable to open [file path, file name] – Please verify the file still exists on your computer” the error is likely caused by one of two things: The file’s Read Only attribute is selected. The file has become corrupt. To deselect the […]
If you have problems with TaxAct on Windows 10 or 11, you may need to check your security software or any Windows 10 or 11 security (firewall, user account control, Microsoft security, Windows Defender) to make sure it is not interfering with installation or program operation. You can change settings or temporarily disable the security […]
The “Setup resource decompression failure” error or similar means that the installation process was unsuccessful. It can be caused by the following: Insufficient drive space: Please check the available space on your destination drive. Insufficient administrative privileges: Please run as administrator or check your administrative privileges. Security software: Please check your security software to allow […]
TaxAct does not support the following forms as they are submitted separately from your income tax return: Form 433-A Collection Information Statement for Wage Earners and Self-Employed Individuals Form 433-B Collection Information Statement for Businesses Form 433-D Installment Agreement Form 433-F Collection Information Statement Note that any link in the information above is updated each […]
Go to the IRS Instruction 1040 Tax and Earned Income Credit Tables booklet to access tax and EIC tables. Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.
Online: The returns created in the online TaxAct® program are updated in as you make changes, so once you change a value, the change is saved. There is not a feature that allows you to view or access the previous values in the return. Desktop: Returns created in the desktop the desktop TaxAct® program are […]
Tax Reform Update: Most of the miscellaneous itemized deductions you may have claimed in the past have been suspended under the new law. These deductions include: Unreimbursed employee expenses (travel expenses, dues/licenses, tools/supplies, education, etc.) Expenses related to the collection of income (investment fees, safe deposit box rental, tax advice, etc.) Tax preparation fees Job […]
Tax Reform Update: Employee business expenses can be claimed only by Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with impairment-related work expenses. Per IRS Instructions for Form 2106 Employee Business Expenses, page 3: Standard meal allowance. Instead of actual cost, you may be able to claim the standard […]
Tax Reform Update: Employee business expenses can be claimed only by Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with impairment-related work expenses. Form W-2 Wage and Tax Statement, Box 14, can be used by the employer to give other information to an employee. Unreimbursed employee expenses (travel expenses, dues/licenses, tools/supplies, education, […]
TaxAct® supports the entry of ten copies of Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains. Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.
Tax Reform Update: Employee business expenses can be claimed only by Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with impairment-related work expenses. If you were employed in one of those occupations in 2021, use Form 2106 Employee Business Expenses to report travel, transportation, and entertainment expenses. To enter […]
The problem you are having is likely due to changes that affect your Internet connection for secure transmissions. These settings can be changed by updates to Windows. To check your TLS (transport layer security) settings: Close the TaxAct program or webpage. In the taskbar at the bottom of your computer screen, click in the field […]
Based on what you enter in the State of Residence section of the Basic Info Q&A, you will be prompted to add a specific state. After you complete the Federal Q&A section, TaxAct will prompt you to add that state. At that time, you can choose a different or additional state. To add or remove […]
Go to the IRS Contact Your Local IRS Office webpage for a list of addresses and telephone numbers for the local IRS offices in your state. Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the […]
TaxAct Online Editions update automatically, so you will always have the latest version of the software. TaxAct Desktop Editions must be updated manually, so you may need to check to see if you are running the latest version. To check the version of your TaxAct federal or state program: From within your TaxAct desktop program, […]
The TaxAct program does not directly support Form W-4 Employee’s Withholding Certificate. We recommend using the IRS Withholding Estimator tool. It’s capable of generating a pre-populated Form W-4 that can be filed with an employer. For more information, visit the IRS Tax Withholding Estimator webpage. Note that any link in the information above is updated each […]
If you are mailing Form 8822 to the IRS to update your mailing address, and you receive your mail “In Care Of” a third party, please use these instructions to properly fill out this form. Per IRS Instructions for Form 8822, on page 2: “In Care of” Address If you receive your mail in care […]
If your browser locks when you try to view a PDF document, tell Adobe Reader to launch the PDF in a new window instead of the same browser window. If you need help editing these settings, go to the Adobe Acrobat Learn & Support webpage. Note that any link in the information above is updated […]
Website problems can be caused by poor internet connection, or browser settings like add-ons, pop-up blockers, auto-fill, or other security settings. Here are some troubleshooting options: Try using a different web browser. Check your browser settings. Enable pop-ups temporarily for the TaxAct website if pop-ups are blocked. Clear your cache and browsing history. You can […]
