filing
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
- After Filing a Tax Return – Next Steps
- AGI, Self-Select PIN, and Electronic Authentication
- Alert – Red Alert – E-Filing – Partnership Error or Omission: Inconsistent ID Number(s)
- Alert – Red Alert – E-Filing – PTC Alert Adjustment Should be Negative Number
- Alert – Red Alert – Rejection Protection
- Batch E-File – Professional Editions
- Billing Report – Pro Reports E-File Billing Summary – Professional Editions
- Business – Return Filing Requirements / Classification
- California – AGI Rejection – Rule Number F540/NR/NRS/2EZ-170
- California – Business Entity Identifying Number
- California – Mandatory E-File
- California – Schedule K-1 Adjustments
- Cash Contributions Limitations Worksheet
- Changing Basic Information (Name, SSN, Birthdate)
- Checking E-File Status
- Checking E-File Status for Client Returns
- Community Property States – Federal Allocation Record – Married Filing Separate
- Community Property States – How to Allocate Income (Separated Spouses)
- Community Property States MFS How to File With TaxAct
- Consumer Product Offerings
- Converting an E-file Attachment to a PDF
- Copy of Return/Print Return
- Correct and Resubmit E-Files
- Create and File Prior Year Tax Returns
- Credit for Taxes Paid to Other State or Jurisdiction
- Death of Taxpayer AND Spouse During Tax Year
- Death of Taxpayer Prior to Filing Return
- Decedent’s Estate Open for More Than Two Years
- Dependent Rejection
- Dependents – Child Stillborn
- Dependents – Income Filing Requirements
- Depreciation – Number of Assets Allowed for Form 4562
- E-File a State Return Only – Professional Editions
- E-File Business (1065, 1120, and 1120-S ) State Return Only
- E-File Manager Time Outs
- E-Filing – Attaching a Scanned PDF Document
- E-Filing – Attachment of PDF for Credit for Taxes Paid to Other State or Jurisdiction
- E-Filing – Charges for Resubmitting
- E-Filing – Direct Debit Not Set Up
- E-Filing – Error on Name
- E-Filing – Forms 1065, 1120, or 1120-S
- E-Filing – ITIN / SSN Mismatch E-File
- E-Filing – Resubmit and Correct E-Filing After Rejection With Deadline Information
- E-Filing – Resubmitting Returns Due to Errors Made or Missing Information
- e-Filing – Return Due Dates and Deadlines
- E-Filing – Viewing or Printing Instructions
- E-Filing for Prior Years – Professional
- E-Filing Instruction Letter – Professional Editions
- Earned Income Credit – Viewing Worksheet Calculations
- File My Return with TaxAct
- Filing a State Individual Tax Return Extension
- Filing an Amended Individual State Tax Return
- Filing Status – Head of Household
- Filing Status – Married Person
- First Time Filers
- Force Standard or Itemized Deductions
- Foreign Address – Entering in Program
- Foreign Income and Filing Requirements Outside the U.S.
- Form 1040 – Address Does Not Fit Length of Field
- Form 1041 – Amending an Estate or Trust Income Tax Return
- Form 1065 – Amending a Partnership Tax Return
- Form 1099-DIV – Rounding
- Form 1099-G – Box 2 – Entering State Income Tax Refund in Program
- Form 1099-MISC – Red Alert
- Form 1099-R – Rollover
- Form 1120 – Amending a Corporation Tax Return
- Form 1120-S – Amending an S corporation Tax Return
- Form 1120-S – Short Tax Year
- Form 1310 – Name On Refund Check Needs To Be Changed
- Form 1310 – Refund Deceased Taxpayer
- Form 2106 – Number of Vehicles for Taxpayer and Spouse
- Form 2210 – Underpayment Penalty – Allow IRS to Compute Penalty
- Form 4137 – Tip Income – Social Security and Medicare Tax
- Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
- Form 4868 – Printing a Copy
- Form 5405 – Repayment of 2008 Credit
- Form 5405 – Repayment of Credit Due to Breaking Contract
- Form 8832 – Entity Classification Election
- Form 8863 – Education Credits
- Form 8948 – Preparer Explanation for Not Filing Electronically
- Form 8959 – Additional Medicare Tax Reconcile Against Form W-2
- Form 8962 – Excess Advance Premium Tax Credit Repayment
- Form 9465 – Installment Agreement Request (Before Filing Return)
- Form 990 – Rejection – Schedule B, Item H Checkbox Not Checked
- Form 990 – Supported
- Form 990-EZ – Line 42C – Compliance
- Form SSA-1099 – Dependents
- Form W-2 – E-Filing with Nontaxable Combat Pay
- Form W-2 – Employer’s State ID Number
- Form W-2 – Filing Multiple Copies
- Form W-2 – Make a Change After E-Filing
- Form W-2 – More Than Eight State and Local Withholdings
- Form W-2C – Checkbox Only
- Forms 8615 or 8814 – Which Form Do I Need?
- Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
- Georgia – Direct Deposit Limitations
- Georgia – Form IT-QEE-TP2 – Tax Credit for Qualified Education Expenses
- Head of Household – Non-Related Adult
- Head of Household – Nonresident Alien Spouse
- How to Access Attachment Manager
- How to Know if Your Return Has Been Filed
- How to Mail a Paper Return (Paper File)
- How to Obtain a Copy of a Tax Return
- How to Print Client Organizers
- Illinois – IL-PIN and E-Filing Eligibility
- Including Attachments With Return
- Incorrect ZIP Code
- Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
- IP PIN Received for Dependent
- IRS Filing Requirements
- IRS First-Time Penalty Relief
- IRS Form 9465 – Installment Agreement Request – TaxAct
- IRS limit on electronically filed tax returns
- IRS Modernized e-File System Shutdown Period
- IRS Phone Support
- IRS Reject Codes – Married Filing Separately
- IRS Reject Codes – Name, Birthdate, SSN Mismatch
- IRS Reject Codes – Self-Select PIN/AGI Mismatch
- IRS Rejections IND-031-03 and IND-032-03 With Deceased Taxpayer or Spouse
- ITIN – Renewal Requirement
- Locate or Retrieve Your Previous Year AGI
- Mailing Addresses for Filing
- Married Filing Joint – Spouse of Nonresident Alien or Dual-Status Alien Treated as Resident
- Married Filing Separate – Divide Itemized Deductions
- Married Filing Separate – Itemized Deductions Forced
- Married Filing Separate – Itemized or Standard Deduction
- Married Filing Separate – Itemized or Standard Deduction Checked in Error
- Married Filing Separate – Lived Apart from Your Spouse the Entire Year
- Maryland – State Pickup Amount
- Medical Expenses – Married Filing Separate Spouse Expenses
- MFJ vs. MFS – Federal and State
- Michigan – Form MI-1040CR-7
- Minnesota – Renter’s Credit – Certificate of Rent Paid (CRP)
- Most Common E-File Error and Rejection Codes
- Multiple Returns – Taxact Desktop
- New Jersey – Print Name in Paid Preparers Signature Box
- New York – Mandatory E-File – Professional Editions
- New York Unable to E-File Due to Federal Unable to E-File
- Nonresident Partner – E-File without ITIN or SSN
- Notes and Explanations for E-Filing
- Notice Review – General Information
- Ohio – List of School Districts Which Assess Income Tax
- Overridden Values and Alerts for Overridden Fields
- Pennsylvania – Schedules RK-1 and NRK-1 – Electronic Filing Qualification Alert
- Phony Email From IRS Regarding Refund
- Practitioner PIN Method (ERO PIN)
- Premium Tax Credit Self-Employed Health Insurance Deduction Adjustment
- Prepaid E-Filing – Practice ID and EFIN Verification
- Preparing Your State Return
- Preparing Your State Return in TaxAct
- Print E-Filing Instructions When Returning to Tax Return
- Print Return Contains Necessary Supporting Documents
- Prior Year Tax Refund Withheld By State
- Professional Editions – Applying for an Electronic Filing Identification Number
- Professional Editions – E-Filing Payment Methods
- Professional Editions – E-Filing Prices
- Professional Editions – EFIN Required Before Getting Started With E-Filing
- Professional Editions – Enter Default Credit Card Information
- Professional Editions – How to Verify or Check EFIN Status
- Professional Editions – Troubleshooting Reports
- Professional Instruction Letter – Mailing a Paper Return
- Protection Plus – Remove from Your Account
- Red Alert – E-Filing – Must Have Amounts in at Least One of These Fields
- Red Alert – Partnership Schedule K-1 (Form 1065) – Inconsistent ID Number(s)
- Refund Options – Direct Deposit, Paper-Check, Prepaid Cards
- Refund or Tax Due Amount Changes at the Top of Screen
- Rejection Due to Adjusted Gross Income (AGI)
- Release Dates of TaxAct Editions
- Removing Preparer Information from Client Return
- Republic Bank – Direct Withdrawal Explanation
- Republic Bank – Refund Advance Option Not Showing
- Request a Copy of Your Return
- Requirements to File a State Return
- Resubmitting E-File with New Credit Card Number
- Rule Number IND-903 SSN Systemically Locked No Filing Requirement
- Schedule 2 (Form 1040) – Items That Flow to Line 8
- Schedule 3 (Form 1040) – Excess Social Security Withheld
- Schedule B – When to Use/Print Only if Required
- Schedule C – Page 2 Not Printing in Return
- Schedule D – Viewing Tax Worksheet
- Schedule E – Literal Text NPA
- Schedule E – Vacation Home Limitation Worksheet View Worksheet
- Schedule K-1 (Form 1120-S) – Figuring Adjusted Basis of Shareholder Interest
- Schedule K-2 Domestic Filing Exception – Entering in Program
- Schedules L, M-1, and M-2 (Form 1065) – Printing Blank?
- Section 83(b) Election
- Simplified Method Worksheet
- Social Security Benefits Worksheet – Taxable Amount
- Splitting a “Married Filing Joint” Return
- Standard Deduction
- Standard Deduction plus Additional
- State E-File Status
- State Return Status Must Match Federal Return Status
- States Requiring Driver’s License or State ID for E-Filing
- Steps to Submit an Electronic Return
- Stopping E-Files
- Tax Protection Plus
- TaxAct: How do I report a Flexible Spending Account (FSA) from my W-2 form on my tax return?
- Taxpayer Advocate
- Texas – Franchise Tax Report
- U.S. Series I Savings Bonds
- Underpayment Penalty
- Virgin Islands – Form 8689
- Wash Sale Definition and Entry
- What is a Practice ID and Where to Find (or Enter) Yours
- What to Know After You E-File
- Where To File – Filing Address
- Which Business Return Should I File?
- Yellow Alert – Form 1099-DIV – Liquidation Distribution