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- ACA Individual Shared Responsibility Provision – Form 8965 Exemptions from Health Coverage Penalty
- Alaska – Permanent Fund Dividends
- Alert – Green Alert Capital Gains Tax Rate
- Alert – Red Alert – E-Filing – PTC Alert Adjustment Should be Negative Number
- Alert – Red Alert – Form 8815 Bond Interest
- Alert – Review Alerts
- Alimony Recapture
- Apply Refund to Next Year Federal or State
- BluPrint Financial Savings Report
- Business – Use of Home – Rental Home
- Business S Corp Form 1120-S – Salaries and Wages Employee
- Calculating and Paying Quarterly Estimated Taxes
- California – AGI Rejection – Rule Number F540/NR/NRS/2EZ-170
- California – Form 100 Line 1 Income
- California – Form 568 Limited Liability Company Return of Income
- California – Mandatory E-File
- California – Schedule K-1 Adjustments
- California – Schedule R-7
- California – VPDI
- Capital Gains and Losses – Capital Loss Limit and Carryforward to Next Year
- Capital Gains and Losses – Joint Ownership – Who Reports Income
- Capital Gains and Losses – Sale of Home – Business Use of Home
- Capital Gains and Losses – Sale of Home – Short Sale Real Estate
- Capital Gains and Losses – Stock Options – Nonqualified with example
- Capital Gains and Losses – Worthless Securities
- Capital Gains and Losses – Writers of Calls and Puts
- Capital One Investing – Electronic Import
- Capitalize Carrying Charges IRC Section 266
- Cash For Keys
- Changes to Dependent Citizenship Selections – ITIN vs SSN
- Charitable – Desktop and Professional Editions – Detailed Information Dialog Box Limited to 250 Entries
- Child Tax Credit – Nonrefundable Credits (or Form 2555) Worksheet
- Clergy – Schedule C or Form 2106 Expense Adjustment
- Community Property States – Federal Allocation Record – Married Filing Separate
- Community Property States MFS How to File With TaxAct
- Connecticut – Part-Year Nonresident Section Not Completed
- Consumer Desktop – Unable to Open, Please Verify the File Still Exists on Your Computer
- Converted Primary Residence into Rental Property
- Court Awards and Damages
- Court Awards and Damages – Deduct Fees Court Costs
- De Minimis and Small Taxpayer Safe Harbor Elections (Forms 1065, 1120, or 1120-S) NOT REPORTED on Form 3115
- Death of Taxpayer AND Spouse During Tax Year
- Decedent’s Estate Open for More Than Two Years
- Dependent of Another Taxpayer Filing Their Own Return
- Dependents – Entering Information in Program
- Dependents – Entering Type Information in Program
- Dependents – Missing or Unlisted Dependents on Form 1040
- Depreciation – Partial Year Rental
- Depreciation – Recapture of Excess Depreciation
- Depreciation – Reports
- Depreciation – Section 179 Taxi for Hire or Town Car
- Depreciation Recapture – Section 179 – Business Use Drops Below 50%
- Desktop Program Selecting States For Multiple Returns
- Disposal of Rental Property and Sale of Home
- Donation Assistant Not Printing
- Dual-Status Taxpayer
- E-File Business (1065, 1120, and 1120-S ) State Return Only
- E-Filing – Resubmit and Correct E-Filing After Rejection With Deadline Information
- Earned Income Credit – Viewing Worksheet Calculations
- Education Credits – High School Student Taking College Classes
- Educational Expenses – Unreimbursed Employee Expenses – Schedule A Line 21
- Email Notification When Forms Become Available
- Employee Expense – Form 2106 or Schedule C
- Entering in Program – Dependent on Other Return
- Entering in Program – Educator Expenses
- Entering in Program – Fillable Forms
- Entering in Program – General Instructions for Accessing Q&A Interview
- Entering in Program – Name, SSN, and Date of Birth
- Estimated Tax Payments – Am I Required To Pay?
- Estimated Tax Payments – Initial Software Version Only Payments for Current Year
- Filing a State Individual Tax Return Extension
- Filing an Amended Individual State Tax Return
- Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
- Filing Status – Entering in Program
- Filing Status – Remove Spouse SSN After Importing
- Foreign Income – Foreign Pension or Social Security
- Foreign Investment Account Information Schedule B Part III
- Form 1040 – Attachments for Paper-Filed Return
- Form 1040 – Other Income
- Form 1040 – Other Income Attached
- Form 1040 – Removing Penal Income Earned While in Prison or Jail
- Form 1040 – Repayment of Unemployment Comp – IRC Credit
- Form 1040 – Retirement
- Form 1040 – State Tax Refund Manual Calculation
- Form 1040 – Taxable Scholarship Income
- Form 1041 – Allocation of Deductions for Tax-Exempt Income
- Form 1041 – Grantor Letter
- Form 1041 – Amending an Estate or Trust Income Tax Return
- Form 1041 – Capital Gains and Losses
- Form 1041 – Depreciation, Depletion, and Amortization
- Form 1041 – Directly Apportioned Deductions
- Form 1041 – Entering Backup Withholding Distributed to Beneficiaries
- Form 1041 – Entering Deductions
- Form 1041 – Entering Distribution Information
- Form 1041 – Forcing Schedule I (Alternative Minimum Tax)
- Form 1042-S – Box 1 Code 28 Gambling Winnings, Entry in Program
- Form 1042-S – Box 1 Code 50 Other Income
- Form 1042-S – Entering via Form 1040-NR Returns ONLY
- Form 1045 – Schedule A-NOL (Current Year NOL) (CARRYFORWARD)
- Form 1045 – Schedule A-NOL Carryforward from Prior Year
- Form 1065 – Other Deductions or Expenses
- Form 1095-A – Nondependent Coverage
- Form 1095-A – Shared Allocation Policy of Zero (0)
- Form 1098 – More Than One Borrower
- Form 1098-E – Student Loan Interest
- Form 1098-T – Tuition Statement Not Received
- Form 1098-T Box 4 Adjustment and Recapture of Credit for Schedule A Deduction
- Form 1099-A – Foreclosure/Repossession
- Form 1099-B – Bartering Income
- Form 1099-B – Cost Basis and Date Acquired
- Form 1099-B – Entering into TaxAct
- Form 1099-B – Nominees
- Form 1099-B – Traders in Securities
- Form 1099-C – Canceled Debt Received by an S Corporation
- Form 1099-C – Cancellation of Debt
- Form 1099-C – Number of Forms Supported Entry of More Than Ten Forms
- Form 1099-CAP – Changes in Corporate Control and Capital Structure
- Form 1099-DIV – Entering Tax Exempt in Program
- Form 1099-DIV – Nominees
- Form 1099-G – Box 5 – RTAA Payments
- Form 1099-G – Box 6 – Taxable Grants
- Form 1099-INT – No EIN, No Payers FEIN
- Form 1099-MISC – Deleting Blank Forms
- Form 1099-MISC – Entering Federal or State Withholding in Program
- Form 1099-MISC – Entering Other Income in Program
- Form 1099-MISC – Errors That Could Prompt a Notice
- Form 1099-MISC – Excess Golden Parachute Payments
- Form 1099-MISC – Payer Made Direct Sales of $5,000 or More
- Form 1099-MISC – Red Alert
- Form 1099-NEC – Nonemployee Compensation
- Form 1099-OID – Tax Exempt Issue Discount
- Form 1099-Q – Payments from Qualified Education Programs
- Form 1099-QA – Distributions from ABLE Accounts
- Form 1099-R – Basic Information
- Form 1099-R – Cost Basis
- Form 1099-R – Early Distribution Exceptions
- Form 1099-R – Entering Basis of Nonqualified Distributions
- Form 1099-R – Errors That Could Prompt a Notice
- Form 1099-R – Roth IRA Converting From a Traditional IRA
- Form 1099-R – Roth IRA Distribution
- Form 1099-S – Easement Purchase of Right of Way of Land for County Use
- Form 1116 – Foreign Tax Credit Under Threshold is Not Needed
- Form 1116 – Foreign Tax Credit Worksheet
- Form 1120-S – Information
- Form 1120-S – Schedule B, Mark “Yes” for Question 10
- Form 1120-S – Standard Mileage Method for Vehicle Expenses
- Form 2106 – Entering Unreimbursed Employee Expenses in Program
- Form 2106 – Per Diem – Schedule C
- Form 2106 – Per Diem Meals Deduction
- Form 2106 – Per Diem Rates
- Form 2106, Schedule F, or Schedule K-1 Business Use of Home Worksheet
- Form 2441 – Foreign Provider
- Form 2441 – No SSN Provided
- Form 2553 – Entering or Reviewing
- Form 3903 – Moving Expenses – Who Can Claim
- Form 4684 – Casualty and Theft
- Form 4684 – Casualty and Theft Loss on Property Used 100% for Business
- Form 4684 – Casualty and Theft Losses
- Form 4684 – Losses from Ponzi-Type Investment Schemes
- Form 4952 – Investment Interest Expense Deduction and Investment Expenses
- Form 4972 – Tax Lump Sum Distributions
- Form 5329 – Excess Contributions
- Form 5329 – Hardship Exception
- Form 5471 – Number of Forms Supported
- Form 5472 – Information Return of a 25% Foreign-owned U.S. Corporation
- Form 6251 – Alternative Minimum Tax – Check Boxes
- Form 6251 – Alternative Minimum Tax Exemption Amount
- Form 6251 – Net Operating Loss Deduction
- Form 8283 – Noncash Charitable Contributions
- Form 8308 – Section 751(a) Election on Partnership Return
- Form 8332 – Release of Claim to Dependent for Exemption
- Form 8379 – Injured Spouse Filed After Return E-Filed
- Form 8453 – Attach Form 8283 Appraisal
- Form 8582 – Passive Losses Limited Based On Modified AGI
- Form 8606 – Lines 6-12 Not Populating
- Form 8621 – Dividend Income
- Form 8621 – Fillable Form – Return by a Shareholder of a PFIC or Qualified Electing Fund
- Form 8621 – Return by a Shareholder of a Passive Foreign Investment Company More Than 50 Forms
- Form 8801 – Entering Credit for Prior Year Minimum Tax in Program
- Form 8801 – Preventing Filing of Return and Not Needed
- Form 8822 Change of Mailing Address
- Form 8829 – Entering in Program
- Form 8832 – Entity Classification Election
- Form 8833 – Tax Treaty Return
- Form 8840 – Closer Connection Exception Statement for Aliens
- Form 8843 – Statement for Exempt Individuals and Individuals with a Medical Condition
- Form 8949 – Forcing to Print When Not Required
- Form 8949 and Form 1099-B – Enter Stock Transactions
- Form 8960 – Net Investment Income Tax
- Form 8962 – Excess Advance Premium Tax Credit Repayment
- Form 8965 Health Coverage Exemptions – Pending MarketPlace Approval
- Form 990 – Rejection – Schedule B, Item H Checkbox Not Checked
- Form 990 – Return Due Date
- Form 990-EZ – Line 33 Significant Activity
- Form 990-EZ – Line 42C – Compliance
- Form 990-PF – Part III Analysis of Changes in Net Assets or Fund Balances
- Form W-2 – Use of Company Car/Vehicle
- Form W-2 – Wages Exempt by Tax Treaty
- Form W-2G – Entering Gambling Winnings in Program
- Form W-4 – Employee’s Withholding Allowance Certificate
- Forms 1099-INT and 1099-DIV – Errors That Could Prompt a Notice
- Forms 1099-INT and 1099-DIV – Foreign-Sourced Tax Credit
- Forms 8615 or 8814 – Children Investment Income aka Kiddie Tax
- Forms RRB-1099 and RRB-1099-R – Railroad Retirement
- Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
- Foster Care Provider/Foster Parent Income
- Fulbright Grant – Fulbright Scholarship
- Georgia – Pass Through Credits / Non IND-CR Credits
- Ground Rent Paid on Leased Land
- Health Insurance Coverage – Entering in Program
- Health Savings Account – High Deductible Health Plan Defined
- How to Mail a Paper Return (Paper File)
- Idaho – Maintaining a Home for Aged and/or Developmentally Disabled
- Illinois – Property Tax Credit – Property Number
- Illinois – Schedule M Military Subtraction
- Import – How to Import
- Import Itemized Deductions from Prior Year for Comparison
- In Care Of – Third Party
- Indiana – Economic Development for a Growing Economy Credit EDGE Credit
- Indiana – Locality
- Individual Shared Responsibility Provision – Penalty/Fee
- Individual Shared Responsibility Provision – U.S. Citizens Living Abroad
- Install/Update a State – TaxAct Desktop
- Investment Income or Self-Employment / Business Income Flipping Houses
- IP PIN Received for Dependent
- IRA – Contribution Allowed View Worksheet Calculations
- IRA – Required Minimum Distribution
- IRS 5591 Letter – Form 8962 Not Received
- IRS Form 9465 – Installment Agreement Request – TaxAct
- IRS limit on electronically filed tax returns
- IRS Modernized e-File System Shutdown Period
- IRS Rejections IND-031-03 and IND-032-03 With Deceased Taxpayer or Spouse
- Jury Duty Pay and Jury Pay Employer Repayment
- Legal Settlement – Taxable vs. Nontaxable
- Life Insurance Proceeds – Cashing In Policy
- Local Network – Professional Editions
- Louisiana – Out Of State Purchases
- Mailing Addresses for Filing
- Married Filing Joint – Spouse of Nonresident Alien or Dual-Status Alien Treated as Resident
- Married Filing Separate – Community Property States with Self-Employment Income
- Married Filing Separate – Itemized Deductions Forced
- Married Filing Separate – Lived Apart from Your Spouse the Entire Year
- Maryland – Form 502 – Baltimore City Tax Rate
- Maryland – State Pickup Amount
- Massachusetts – Bank Interest
- Massachusetts – Commuter Deduction
- Massachusetts – Credit for Taxes Paid – Temporary Disability Insurance (TDI)
- Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)
- Massachusetts – Form 1099-HC
- Massachusetts – Senior Circuit Breaker Credit
- Massachusetts – Taxable Pensions and Annuities
- Massachusetts – Wage Adjustment
- Master Limited Partnerships – Sale of Interest
- Medical Expenses – Nursing Services
- Medical Expenses – Organ Donation Kidney Transplant
- Michigan – Retirement Pension Subtraction
- Military – National Guard/Reserve Member Travel Expenses
- Minnesota – Form M1PR – Property Tax Refund
- Minnesota – Newborn Child Care Credit
- Minnesota – Renter’s Credit – Certificate of Rent Paid (CRP)
- Missouri – Form MO-CR
- Mortgage Interest – Late Payment Charge
- Mortgage Interest – Recoveries of Overpaid Interest
- Multiple Returns – Taxact Desktop
- New Jersey – Form 1099-INT – Exempt Interest
- New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
- New York – Form IT-204-LL
- New York – Government Pension Exclusion
- New York – Nonobligated Spouse Form IT-280
- New York Unable to E-File Due to Federal Unable to E-File
- New York Verification Code
- Nonresident Partner – E-File without ITIN or SSN
- North Carolina – Bailey Settlement, Retirement Income Exclusion
- Notes and Explanations for E-Filing
- OptionsXpress GainsKeeper – Electronic Import
- Other Income – Estate Executor/Administrator Income
- Pennsylvania – Schedule B – Tax-Exempt Dividends and Exempt-Interest Dividends
- Pennsylvania – Schedules RK-1 and NRK-1 – Electronic Filing Qualification Alert
- Pension Protection Act of 2006 Insurance Premiums PSO
- Premium Tax Credit Self-Employed Health Insurance Deduction Adjustment
- Presidentially Declared Disasters
- Print E-Filing Instructions When Returning to Tax Return
- Prior Year Refund or Taxes Paid – Federal and State
- Professional Editions – Data Backup Expiration
- Protection Plus – Remove Audit Defense from Your Account
- Qualified Business Income Deduction – Pass-Through S Corporation Income
- Qualified Charitable Distributions Requirements In TaxAct
- Qualified Mortgage Insurance Premiums Phase-Out Worksheet
- Real Estate Taxes – Number of Homes or Properties
- Recoveries as Income – Property Tax Refund or Rebate
- Red Alert – Form W-2G – State Abbreviation
- Red Alert – Partnership Schedule K-1 (Form 1065) – Inconsistent ID Number(s)
- Rejection Code IND-116 – Child Tax Credit Age Not Under 17
- Rejection Dependent Claimed on Another Return – R0000-507-01 F1040SSPR-507 F1040-510 IND-512 F1040-512 F1040-513 F1040A-145
- Rental Income – Less Than Fair Market Price
- Reporting your occupation on your tax return in TaxAct
- Resubmitting E-File with New Credit Card Number
- Sale of Home – Installment Sale
- Sales Tax – Elect General Sales Tax Deduction or State Income Tax Deduction
- Sales Tax – Entering Local Rate
- Sales Tax – Home
- Sales Tax – More Than Five States
- Sales Tax – Optional Local Sales Tax Table Locality Name
- Sales Tax – State Tables and Rates
- Schedule A (Form 1040) – Entering Itemized or Standard Deductions in Program
- Schedule A (Form 1040) – Other Itemized Deductions
- Schedule A (Form 990) – Reviewing
- Schedule B – When to Use/Print Only if Required
- Schedule B (Form 990) – Schedule of Contributors
- Schedule B Part III Foreign Bank Account
- Schedule C – Business Use of Home
- Schedule C – Entering Business Expenses in Program
- Schedule C – Entering Depreciation in Program
- Schedule C – Entering Sole Proprietorship in Program
- Schedule C – Inventory Cost of Goods Sold
- Schedule C or Form 2106 – Housing Allowance Tax Free Income SE Adjustment
- Schedule D – Entering Capital Loss Carryover from Prior Year in Program
- Schedule D – Home Sale Worksheet
- Schedule D – Multiple Entries Direct Entry Forms – Desktop
- Schedule D – Sale of Inherited Property
- Schedule E – Allocation of Rental and Personal Expenses
- Schedule E – Depletion
- Schedule E – Entering Rental Property in Program
- Schedule E – Literal Text NPA
- Schedule E – Points for Rental Property
- Schedule E – Vacation Home Limitation Carried Forward
- Schedule E – Vacation Home Limitation Worksheet View Worksheet
- Schedule H – Household Employment Taxes
- Schedule K-1 (Form 1041) – Entering in Program
- Schedule K-1 (Form 1041) – Foreign Tax
- Schedule K-1 (Form 1041) – Grantor Letter Entry Method
- Schedule K-1 (Form 1041) – Purpose
- Schedule K-1 (Form 1065) – Alternative Minimum Tax Oil, Gas, and Geothermal
- Schedule K-1 (Form 1065) – Entering in Program
- Schedule K-1 (Form 1065) – Guaranteed Payments
- Schedule K-1 (Form 1065) – IRS Reg 1.469-1 T(e)(6) LOSS
- Schedule K-1 (Form 1065) – Oil and Gas Depletion Information
- Schedule K-1 (Form 1065) – Other Information
- Schedule K-1 (Form 1065) – Other Portfolio Income (Loss)
- Schedule K-1 (Form 1065) – Partners’ Capital Accounts
- Schedule K-1 (Form 1065) – Section 743(b) Positive Adjustments
- Schedule K-1 (Form 1065) – Section 754 in Box 13 Code W
- Schedule K-1 (Form 1065) – Section L Not Printing
- Schedule K-1 (Form 1065) – Specific Boxes
- Schedule K-1 (Form 1065) – Unreimbursed Partnership Expenses
- Schedule K-1 (Form 1065) – UPE Business Use Of Home
- Schedule K-1 (Form 1120-S) – Entering in Program
- Schedule K-1 (Form 1120-S) – Figuring Adjusted Basis of Shareholder Interest
- Schedule K-1 (Form 1120-S) – Health Deduction Worksheet
- Schedule K-1 (Form 1120-S) – Loss Limitations
- Schedule K-1 (Forms 1065 or 1120-S) – Importing and Exporting TaxAct Returns Only
- Schedule OI – Entering in the Program
- Schedule SE – Adjustments
- Schedule SE – Clergy Self-Employment Tax Adjustment Worksheet
- Schedule SE – Expatriate Social Security Agreement
- Schedule SE – Nonresident Alien Not Covered
- Schedule SE – Notary Public Exempt
- Schedule SE – U.S. Citizen Employed by Foreign Government or International Organization
- Schedules C and SE – Newspaper Carriers and Distributors
- Schedules L, M-1, and M-2 (Form 1065) – Printing Blank?
- Section 965 Reporting
- Self Employment – Foreign Earnings
- Self Employment – Independent Contractor Income
- Self-Employed Retirement Plans
- Seller-Financed Mortgage
- Seller-Financed Mortgage More Than 20 Forms
- Should I File Form 1040-NR?
- Social Security Benefits – Canada or Germany Social Security Income
- Social Security Benefits – Form 1099-SSA Box 3
- Social Security Benefits – Lump-Sum Payments
- Social Security Benefits – Received by a Child
- Standard Deduction – Taxpayer or Spouse Claimed as Dependent on Another Return
- Standard Mileage Vehicle Expense
- State and Local Taxes – Paid
- State Part-Year/Non-Resident Form Availability
- State Sales Tax Worksheet
- State Tax Refund – Received in Current Year for Last Year’s State Return
- State Withholdings
- States – Adding or Removing Return
- Student Loan Interest Deduction Worksheet
- Summary of Return – Tax Summary
- Tax Calculator
- TaxAct Product Fee Payment Options
- Technical Termination
- Tennessee – Adjust Taxable Interest and Dividend Income
- Unable to Restore to Prior Entries
- Unemployment Compensation – Fully Taxable
- Volunteer Out-of-Pocket Expenses in Giving Services
- Wisconsin – E-File Return and Paper-File Schedule H (Homestead Credit)
- Wisconsin – Gambling Winnings and Losses – Session Method
- Wisconsin – Schedule H Rent Certificate
- Worksheet for Tracking the Basis of a Partner’s Interest in the Partnership
- Yellow Alert – Form 1099-DIV – Liquidation Distribution