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 Online has a Classic view and a Dashboard view. Classic has a dark purple menu on the left and Dashboard has a white menu with light purple highlighting. If you are in the Dashboard View, you can switch back to Classic View by following these steps: On the left, click Resources. On smaller devices, […]
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 […]
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 […]
To get back to the TaxAct Q&A Interview, follow the steps below. Online Dashboards From within your TaxAct return, click Resources. On smaller devices, click the menu at the top left corner of your screen, then make your selection. Under the My Return section, select Federal Search. Below Step-by-Step Guidance, click Get Started. From the […]
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 create a new return in TaxAct using the following methods: TaxAct Desktop: Press Ctrl + N on your keyboard. TaxAct Online: Click Add a 20XX Return and then select Start for Free under your preferred option.
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 […]
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 […]
While we strongly recommend navigating through the entire Q&A at least once, TaxAct allows you to bookmark the exact page you are on in the Q&A so that you can easily revisit topics or screens of your choosing. To use the bookmark feature: Click the bookmark icon next to the screen title (the icon will change […]
The Free Application for Federal Student Aid (FAFSA) worksheet in the TaxAct® program is only used if you choose to print the worksheet for help completing the application on the FAFSA website. If you do not choose to print the worksheet, it will have no effect on your tax return. By default, the worksheet starts […]
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.
