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VITA States

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 […]

Remove Return or Submit Privacy Request (Erasure Request)

You can manage your data within your TaxAct account by removing returns or submitting a privacy request to delete certain personal information. Removing a Tax Return (Individual) Important Notes: Once a return is deleted, it cannot be restored. You cannot delete a return if: It has already been e-filed or printed. An extension has been e-filed […]

Protection Plus – Activate Your Membership

In tax year 2025, TaxAct partnered with Protection Plus to include audit assistance with your purchase of select TaxAct software packages – see https://www.taxact.com/audit-defense for details. You can also purchase Audit Defense, without a bundle, by selecting to add it during the filing steps.  After enrolling, you will received an email to Activate your Protection Plus […]

Audit Defense

You can choose to enroll with our Audit Defense partner when you file your return. FAQ: 21939  

Security Software Interference With Desktop Software

Interference from a security software is the most likely cause of peculiar behavior after TaxAct updates or installations. Security software programs may incorrectly interpret modification of the TaxAct program’s main .exe file as malicious behavior, and quarantine program files. If program files are removed or otherwise not accessible, the TaxAct program will not function as […]

Protection Plus – Remove from Your Account

If you’ve signed up for Tax Protection Plus program but have decided you no longer wish to use it, you can remove it from your account.   Note: If you remove Tax Protection Plus from your account within 30 days of your purchase, you’ll receive a full refund. If you remove Tax Protection Plus from […]

Tax Protection Plus

In tax year 2025, TaxAct partnered with Tax Protection Plus to offer full-service audit assistance for when your tax return is audited or questioned. This can happen even when you’ve done nothing wrong. Protection Plus covers your tax return for three full years and provides assistance with both Federal and State audits. If you receive […]

About TaxAct Early Access

The TaxAct® early access program allows you to get a head start on your taxes. If you used TaxAct last year, you can import your data into this year’s return to save time. Go to our Import Last Year’s Return Using TaxAct Desktop FAQ for more information. You can also enter preliminary tax information to […]

Life Insurance Proceeds – Cashing In Policy

Per IRS Publication 525 Taxable and Nontaxable Income, page 22: Surrender of policy for cash. If you surrender a life insurance policy for cash, you must include in income any proceeds that are more than the cost of the life insurance policy. In most cases, your cost (or investment in the contract)is the total of […]

Integrated Payments – Security

What is the PCI Secure Software Standard? The PCI Secure Software Standard provides a set of security requirements as well as assessment procedures for performing PCI Secure Software Assessments. The Secure Software Assessor training covers the PCI Secure Software Requirements and Assessment Procedures (PCI Secure Software Standard). What is the Validated Payment Software list maintained by […]