The Michigan Department of Treasury is transitioning additional tax types to a new processing vendor. The transition will affect Michigan e-filed returns submitted between October 30 and November 12, 2026. ACH direct debit payments included with affected submissions will not be withdrawn until November 13. No additional penalty or interest will be charged because of […]
To enter the credit for taxes prepaid to Utah in TaxAct: NOTE: If an amount has already been entered in the Estimated Payments section of the Federal Q&A, they will already appear on this screen. TaxAct Online From within your TaxAct return, click on the State Q&A tab and then click on Utah directly below the […]
Virginia Schedule FED is generally required when a Schedule C business includes a vehicle expense/mileage deduction (car and truck expenses) that requires federal line-item detail to be reported on Schedule FED. The appropriate expense amounts and other information entered in the Federal Q&A section for Schedule C will automatically flow to Schedule FED. If you […]
TaxAct will transfer the amount of W-2 income entered during the Federal Q&A to the amount in the Gross Wages from Federal box, including your military income. To view or verify your U.S. Military Enlisted Pay in the TaxAct program: TaxAct Online From within the TaxAct return, navigate to the State tab from the side menu. […]
Below are instructions for entry of multiple state estimated tax payments. These steps are necessary to ensure that the correct amount flows to the individual state return you are currently filing and the Federal Schedule A line 5 State and local income taxes or general sales tax in the event you are itemizing deductions on the […]
Michigan Schedule of Apportionment (MI-1040H) is not limited to businesses with assets or employees. It is used to apportion business income when that income is taxable both within and outside Michigan. The form uses a sales factor apportionment method which is calculated by dividing total Michigan sales by total sales everywhere. “Sales” includes gross receipts from […]
If you were a Massachusetts resident for part of the tax year and also received Massachusetts-source income while you were a nonresident, you may need to file Form 1-NR/PY as both a nonresident and a part-year resident. Complete Schedule R/NR, Resident/Nonresident Worksheet, to calculate the portion of income earned while a Nonresident and the portion […]
The public pension exemption is calculated on Missouri Form MO-A, Part 3 (Section A). It applies to eligible federal, state, and local government pensions, including but not limited to military and Missouri state employee retirement benefits. Eligible taxpayers may subtract public retirement benefits up to the maximum Social Security benefit amount, subject to coordination with […]
The Arizona Credit for Increased Excise Taxes is a refundable credit available to taxpayers who are not claimed as dependents by another taxpayer and whose federal adjusted gross income is: $25,000 or less if married filing jointly or head of household $12,500 or less if single or married filing separately. The credit is generally $25 […]
An amount up to $50,000 per tax year shall be exempt from Alabama state income tax if received as severance, unemployment compensation, or termination pay, or as income from a supplemental income plan, or both, by an employee who, as a result of administrative downsizing, is terminated, laid off, fired, or displaced from his or […]
If you are an Idaho resident but are not required to file a tax return, you may still be eligible to receive the grocery credit refund. To enter the appropriate information in TaxAct, depending on your situation, follow the steps below. TaxAct Online From within the TaxAct return, navigate to the State tab from the side […]
To adjust the income on California Form 540NR California Nonresident or Part-Year Resident to reflect only the income received while a California resident or received from sources within California while a nonresident: TaxAct Online From within the TaxAct return, navigate to the State tab from the side menu. Click California under the State tab to access […]
Delaware allows eligible taxpayers aged 60 and older to subtract up to $12,500 of qualifying pension and eligible retirement income. For taxpayers under 60, the limit is $2,000. This exclusion applies to certain retirement income sources. For more information, visit Delaware.gov – Personal Income Tax FAQs To review or modify Pension Exclusion subtractions for a […]
Georgia allows a Retirement Income Exclusion on Form 500 Schedule 1 for taxpayers who are: Age 62-64, or Permanently and totally disabled regardless of age. The maximum retirement income exclusion is $35,000 for those 62-64 (or permanently disabled under 62). For taxpayers 65 or older, the retirement exclusion is $65,000 per qualifying individual. This exclusion […]
Any child support received should be reported on Line h of Vermont Schedule HI‑144 in the column for the household member who received it. It is included in the household income calculation, subject to any applicable adjustments, and contributes to the final Household Income amount reported from the schedule. To enter or review this information […]
The Indiana Partnership Long-Term Care deduction will be reported Form IT-40 Schedule 2, Line 11 using code 608. To enter the Indiana Partnership Long-Term Care deduction in TaxAct: TaxAct Online From within the TaxAct return, navigate to the State tab from the side menu. Click Start/Edit to begin the State return. On the page Review and […]
If you are eligible to claim the Indiana Renters Deduction and paid rent to more than one landlord during the year, follow the steps below to enter the information into TaxAct. TaxAct Online From within the TaxAct return, navigate to the State tab from the side menu. Click Indiana under the State tab to access the […]
New Mexico Form RPD-41326 Rural Health Care Practitioner Tax Credit Claim is a fillable form. Once the fillable form is completed, it will become a part of the return and will be electronically filed and/or printed with the return. NOTE: New Mexico requires documentation to support a claim for the Rural Health Care Practitioner Tax Credit. Eligible […]
Contributions to eligible West Virginia SMART529 college savings programs may qualify for a modification reducing federal adjusted gross income on your West Virginia income tax return. Taxpayers who make payments or contributions to qualifying prepaid tuition contracts or college savings plans administered under West Virginia’s SMART529 program may claim the modification in the year the […]
Military personnel stationed inside or outside Virginia may be eligible to subtract up to $15,000 of qualifying military basic pay received during the taxable year if they are on extended active duty for more than 90 consecutive days. If qualifying basic pay exceeds $15,000, the subtraction is reduced dollar-for-dollar by the excess amount. For example, […]
Maine allows certain individuals who collect sales tax on casual rentals of living quarters to report and remit that tax on their individual income tax return instead of filing separate sales tax returns, provided they meet eligibility requirements and the tax due does not exceed the filing threshold. Casual rentals include the rental of a […]
If you lived in Iowa for only a portion of the year, you should file a part-year resident Iowa tax return and allocate your Iowa income. The information entered in this section will flow to Schedule IA 126, and from there the credit will flow to Line 51 of Iowa Form IA 1040. TaxAct Online […]
Massachusetts allows renters to deduct 50% of rent paid for a principal residence, up to $4,000. The Massachusetts rental deduction is reported on Line 14 of Massachusetts Form 1. The program will automatically determine your rental deduction based on the amount of qualifying rent you paid during the tax year. TaxAct Online To enter the […]
Form 4013 – Resident Tribal Member Annual Sales Tax Credit, Line 4 requires a two-digit Tribal Code which from a federally recognized Tribe in Michigan. Only Tribes with a State/Tribal Tax Agreement can file Form 4013. To access the Form 4013 Michigan Resident Tribal Member Annual Sales Tax Credit: TaxAct Online From within the TaxAct […]
TaxAct supports Form MI-1040CR-7 (Home Heating Credit). To enter the information for Form MI-1040CR-7: TaxAct Online From within the return, navigate to the State tab from the side menu. Click Michigan under the State tab to access the Michigan Quick Q&A Topics screen. Click Credits from the list of topics. On the screen titled Credits for […]
If you received any FIP (Family Independence Program) and other DHS (Department of Human Services) benefits, please enter the amount of those benefits into TaxACT to correctly calculate the Homestead Credit Claim. To enter the Michigan Homestead Property Tax Credit: TaxAct Online To enter the Michigan Homestead Credit Claim in TaxAct Online: From within the […]
Paid Family Medical Leave (PFML) is a state-offered benefit designed to provide eligible employees who work in Massachusetts with up to 26 weeks of paid leave for medical or family reasons. PFML is funded through employer and employee contributions and is separate from both the federally mandated benefits offered by the Family Medical Leave Act […]
If a date of death is entered in the Basic Information section of the Federal Q&A, then the month and day will transfer to the Indiana return and be displayed on Schedule 7 Line 6, and Item 5 in Section 2 of Schedule H. Indiana Schedule 7 reports additional information required for the Indiana return. […]
Below you will find links to the websites and/or forms for each state to request a copy of your state return or transcript. Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Florida | Georgia | Hawaii | Idaho | Illinois | Indiana | […]
Anyone who prepares and files Oregon Personal Income Tax Returns for compensation must be licensed with the Oregon Board of Tax Practitioners; unless they are a Certified Public Accountant (CPA), a Public Accountant licensed by the Oregon Board of Accountancy, or a member of the Oregon State Bar. Additional information is provided on the Oregon Board of Tax Practitioners website. Enter your state […]
California law requires business entities that prepare an original or amended return using tax preparation software to e-file returns. Failure to e-file will be penalized if the failure to e-file is due to willful neglect and not reasonable cause. The penalty is $100 for the initial e-file failure and $500 for each subsequent failure. Business […]
All New York returns filed by a paid preparer must include the following paid preparer information on all paper and e-filed returns, if applicable: Preparer’s name Firm’s name (or preparer’s name if self-employed) Address Preparer’s NYTPRIN or NYPTRIN exclusion code (as applicable) Preparer’s PTIN (or SSN if preparer does not have a PTIN) Firm’s EIN […]
Per the New York Tax return preparer e-file mandate web page (Important notes about the mandate, note 4): If you can’t electronically file the return because it’s not supported by your approved e-file software or it can’t be filed on our website, then you aren’t required to e-file it. Additional information for preparers is available […]
To add or remove a state return from a client return: From within your TaxAct Professional Edition program, on the Client Manager screen, double-click the client you want to edit. Click Return in the upper menu bar, hover your mouse over State, then click Add/Remove State… To add a state, click the checkbox next to […]
The TaxAct Professional programs are designed to allow Federal return information to flow to the state return(s). Although you can e-file a state return without e-filing the federal return, you must first complete Federal Q&A. The State Q&A interview section will prompt you for additional information specific to the state return. In order to then […]
