You can manage your data within your TaxAct account by submitting a privacy request to delete certain personal information. To submit a privacy request, follow the steps below: Individual To remove certain personal information from your account: Professional To remove certain personal information from your account: Privacy Portal You can also submit a request by […]
TaxAct is committed to protecting your tax information. We partner with the IRS, state tax administrators, and other software providers to prevent tax and identity fraud. As part of this effort, we implement advanced security measures, including: Strong password requirements Email address verification Account lockouts after multiple failed sign-in attempts Trusted device and IP address […]
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 […]
The Federal Trade Commission (FTC) requires that entities which engage in an activities that are financial in nature implement certain security practices to ensure customer data is properly protected. One of these requirements is to maintain a log of authorized users’ activity and to watch for unauthorized access. In order to maintain this log, we […]
You cannot combine or merge multiple TaxAct accounts into one. If you have multiple accounts, you need to keep track of which returns you have created in each account. If you want individual help figuring out which returns you created in each account, go to our Contact TaxAct Service & Support webpage. If you want […]
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. Follow […]
TaxAct customers can update information within their TaxAct account and tax returns by signing into their account here: https://www.taxact.com/auth/ Important: To the extent your request relates to tax return information, such information cannot be modified after e-filing — unless the IRS rejects your e-filed tax return, or you file a later amendment. TaxAct provides various […]
Each form you add has the potential to make a major impact on your overall return. In order to help maintain the accuracy of a return, there is not a way to downgrade the product used. If you believe you chose the more complex form in error, you may choose to start over by adding […]
There are a couple reasons why the information you entered into your tax return is no longer visible. Information was entered, then the return was imported from the prior year. This overrides any information for the current year. This means current year information would need to be entered again. More than one return was created. […]
If your return is rejected due to Rule Number IND-903, this message is coming directly from the IRS and TaxAct® is not provided any specifics as to why your return is being rejected. We suggest you contact the IRS at 800-829-1040 to determine what the issue is. Once you have details, please let us know […]
If your return is rejected due to Rule Number IND-943, this message is coming directly from the IRS and TaxAct® is not provided any specifics as to why your return is being rejected. We suggest you contact the IRS at 800-829-1040 to determine what the issue is. Once you have details, please let us know […]
If you have a TaxAct account and would like to speak to our Customer Service and Support team, call us at 319-373-3600.
Per IRS Publication 970 Tax Benefits for Education, page 38 What is the tax benefit of the Coverdell ESA? Contributions to a Coverdell ESA aren’t deductible, but amounts deposited in the account grow tax free until distributed. If, for a year, distributions from an account aren’t more than a designated beneficiary’s adjusted qualified […]
