TaxAct
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Online Products Xpert Assist Download Products Self-Employment Taxes Business Taxes Business and Home Bundles Tax-Exempt Organizations Estates and Trusts Previous Year's Products Professional Taxes
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Ordering & Account Information

260
  • Account Update for Customer ID Users
  • Change a Title on a Return
  • Create TaxAct Account
  • Creating a New Return in Your TaxAct Account
  • Creating and Using a Passkey
  • E-Filing – Viewing or Printing Instructions
  • Placing an Order
  • Printing Receipt for TaxAct Online Returns
  • Ordering
    • Account Update for Customer ID Users
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • DVD or Download
      • Features – Professional Editions
      • How to Enable Cookies
      • Order Processing Times
      • Ordering from Outside the United States
      • Prepaid E-Filing – Practice ID and EFIN Verification
      • Professional Editions – E-Filing Prices
      • Release Dates of TaxAct Editions
      • Resubmitting E-File with New Credit Card Number
      • Shipping & Handling Charges – CD-ROM
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • Updating Your Credit Card Information
    • Desktop Users
      • “Not Released” Download Message After Purchase
      • Account Update for Customer ID Users
      • Consumer Product Offerings
      • DVD or Download
      • How to Enable Cookies
      • No State Software After Bundle Purchase
      • Order Processing Times
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • Requesting Unlock Code
      • Resubmitting E-File with New Credit Card Number
      • Shipping & Handling Charges – CD-ROM
      • Signing Into TaxAct (Video)
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct Deluxe Edition with Five Federal E-Files
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • Updating Your Credit Card Information
      • Upgrading Your TaxAct Software
    • Online / Over the Web
      • Consumer Product Offerings
      • Do I need a new TaxAct Account for each return?
      • Forgot Online Username and Password (Video)
      • How Do I Locate the TaxAct Online Account I Registered?
      • How to Enable Cookies
      • Lock In Pricing from a Special Offer
      • Pre-order Through Email Offer
      • Release Dates of TaxAct Editions
      • Resubmitting E-File with New Credit Card Number
      • Signing Into TaxAct (Video)
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Software For Previous Years
      • Which TaxAct Online Version is Right for You?
  • Product Information
    • Federal Tax Filing Season Opening Date
    • State Program Updates
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • Account Structure for Practice Setup
      • Email Notification When Forms Become Available
      • Enhanced Sign-In Requirements
      • Features – Professional Editions
      • IRS limit on electronically filed tax returns
      • Macintosh Version Availability
      • Prepaid E-Filing – Practice ID and EFIN Verification
      • Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards
      • Professional Editions – Data Backup Expiration
      • Professional Editions – E-Filing Prices
      • Release Dates of TaxAct Editions
      • Shipping & Handling Charges – CD-ROM
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • Using Bookmarks in TaxAct
      • What is a Practice ID and Where to Find (or Enter) Yours
    • Desktop Users
      • “Not Released” Download Message After Purchase
      • Consumer Product Offerings
      • Email Notification When Forms Become Available
      • IRS limit on electronically filed tax returns
      • Macintosh Version Availability
      • No State Software After Bundle Purchase
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • Requesting Unlock Code
      • Shipping & Handling Charges – CD-ROM
      • Signing Into TaxAct (Video)
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct Online vs. Desktop (Video)
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • Using Bookmarks in TaxAct
    • Online / Over the Web
      • About TaxAct Early Access
      • Consumer Product Offerings
      • Do I need a new TaxAct Account for each return?
      • Email Notification When Forms Become Available
      • How Do I Locate the TaxAct Online Account I Registered?
      • IRS limit on electronically filed tax returns
      • LegalAct Will
      • Macintosh Version Availability
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • Signing Into TaxAct (Video)
      • State Part-Year/Non-Resident Form Availability
      • State Program Release Dates
      • TaxAct DocVault
      • TaxAct Online vs. Desktop (Video)
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Refer-a-Friend Program
      • TaxAct Software For Previous Years
      • TaxAct Xpert Support
      • Using Bookmarks in TaxAct
      • Which TaxAct Online Version is Right for You?
      • Why Does TaxAct Look Different?
  • Billing
    • Printing Receipt for TaxAct Online Returns
    • Refund of TaxAct Product – Processing Time
    • Professional Preparers
      • E-Filing – Charges for Resubmitting
      • Prepaid E-Filing – Practice ID and EFIN Verification
      • Professional Editions – E-Filing Prices
      • Refund of TaxAct Product – Processing Time
      • Shipping & Handling Charges – CD-ROM
      • State Program Release Dates
      • Updating Your Credit Card Information
      • View Client Billing Report – Electronic Filing Manager
    • Desktop Users
      • Consumer Product Offerings
      • E-Filing – Charges for Resubmitting
      • Refund of TaxAct Product – Processing Time
      • Shipping & Handling Charges – CD-ROM
      • State Program Release Dates
      • Updating Your Credit Card Information
    • Online / Over the Web
      • Consumer Product Offerings
      • Credit Card Charges and Changes
      • Do I need a new TaxAct Account for each return?
      • E-Filing – Charges for Resubmitting
      • Lock In Pricing from a Special Offer
      • Printing Receipt for TaxAct Online Returns
      • Refund of TaxAct Product – Processing Time
      • State Program Release Dates
      • TaxAct Price Subject to Change
      • Update E-mail Address & Password (Video)
      • Using Online Ultimate Bundle – Not Filing State with TaxAct
      • Viewing TaxAct Online Fees
      • Viewing Your TaxAct Online Charges
  • Account Maintenance
    • Account Update for Customer ID Users
    • Adding a New Return
    • Change a Title on a Return
    • Consumer Data Rectification Request
    • Creating a New Return in Your TaxAct Account
    • Professional – Verification Codes
    • What Does “Remember Me” Mean?
    • Online / Over the Web
      • Adding a New Return
      • Cancel or Modify an E-Filed Return
      • Change a Title on a Return
      • Change My Username
      • Consumer Data Rectification Request
      • Creating and Using a Passkey
      • Do I need a new TaxAct Account for each return?
      • Forgot Customer ID and/or Associated Password
      • Forgot TaxAct Online Username & Password
      • How Do I Locate the TaxAct Online Account I Registered?
      • How to Avoid Verification Code When Signing In
      • Individual – Recover Online Username or Password
      • Individual – Verification Codes
      • Manage or Update Account Information (Name, Address, Username, or Password)
      • Recover Your Account (Locked or Disabled)
      • Remove Return or Submit Privacy Request (Erasure Request)
      • Sign In Help
      • Unlock My Account
      • Update E-mail Address & Password (Video)
      • What Does “Remember Me” Mean?
      • Why Does TaxAct Look Different?
    • Professional Preparers
      • Cancel or Modify an E-Filed Return
      • Change My Username
      • Forgot Customer ID and/or Associated Password
      • How to Avoid Verification Code When Signing In
      • Individual – Verification Codes
      • Prepaid E-Filing – Practice ID and EFIN Verification
      • Professional – Verification Codes
      • Professional Editions – How to Verify or Check EFIN Status
      • Professional Editions – Preparer Invitation Process
      • Recover Your Account (Locked or Disabled)
      • Sign In Help
      • Unlock My Account
      • Updating Your Credit Card Information
      • What Does “Remember Me” Mean?
    • Desktop Users
      • Account Update for Customer ID Users
      • Cancel or Modify an E-Filed Return
      • Change My Username
      • Forgot Customer ID and/or Associated Password
      • How to Avoid Verification Code When Signing In
      • Individual – Verification Codes
      • Recover Your Account (Locked or Disabled)
      • Sign In Help
      • Unlock My Account
      • Updating Your Credit Card Information
      • What Does “Remember Me” Mean?
  • IRS/State Filing
    • E-Filing – Viewing or Printing Instructions
    • Form 1095-A – Shared Allocation
    • State Program Updates
    • Professional Preparers
      • California – Mandatory E-File
      • Create and File Prior Year Tax Returns
      • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
      • IRS Contact Information
      • IRS limit on electronically filed tax returns
      • IRS Refund Cycle Chart
      • IRS Specifications for Registered Tax Return Preparer Test
      • Mailing Addresses for Filing
    • Online / Over the Web
      • California – Mandatory E-File
      • Create and File Prior Year Tax Returns
      • E-Filing – Viewing or Printing Instructions
      • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
      • IRS Contact Information
      • IRS limit on electronically filed tax returns
      • IRS Refund Cycle Chart
      • Mailing Addresses for Filing
  • Log-in Issues
    • Account Update for Customer ID Users
    • TaxAct Mobile App
    • Troubleshooting Links for Third-Party Authenticators
    • Professional Preparers
      • Clearing Browser Cache
      • Enhanced Sign-In Requirements
      • Forgot Customer ID and/or Associated Password
      • How to Enable Cookies
      • Sign-In Instructions (Online or Desktop)
      • Troubleshooting Links for Third-Party Authenticators
    • Online / Over the Web
      • Clearing Browser Cache
      • Do I need a new TaxAct Account for each return?
      • Error Message When Registering From Email Using Prior Year Username & Password
      • Forgot Customer ID and/or Associated Password
      • Forgot Online Username and Password (Video)
      • How Do I Locate the TaxAct Online Account I Registered?
      • How do I update my email address?
      • How to Enable Cookies
      • Individual – Recover Online Username or Password
      • New Account Needed Each Year
      • Sign-In Instructions (Online or Desktop)
      • Signing Into TaxAct (Video)
      • Troubleshooting Links for Third-Party Authenticators
      • Update E-mail Address & Password (Video)
      • View and Manage My Trusted Devices
      • What is a Trusted Device?
      • Why did TaxAct Begin Using Verification Codes?
      • Why Do I Have to Enter a Verification Code Again?
      • Why Does TaxAct Look Different?
  • Status
    • Professional Preparers
      • Cancel or Modify an E-Filed Return
      • IRS Provided Different Deposit Date
    • Desktop Users
      • Cancel or Modify an E-Filed Return
      • IRS Provided Different Deposit Date
      • Unsubscribe Request
    • Online / Over the Web
      • Cancel or Modify an E-Filed Return
      • Do I need a new TaxAct Account for each return?
      • IRS Provided Different Deposit Date
      • Unsubscribe Request
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Getting Started

24
  • Adding a New Return
  • Changing Basic Information (Name, SSN, Birthdate)
  • Clearing the Program Cache
  • Contact Us
  • Create TaxAct Account
  • Dependent of Another Taxpayer Filing Their Own Return
  • Filing With TaxAct Through Fidelity
  • How to Access TaxAct Tools in Claude
  • Individual – Recover Online Username or Password
  • Notice CP 01A Lists Incorrect Tax Year
  • Pre-order Through Email Offer
  • Qualifying Child – of Noncustodial Parent
  • Release Dates of TaxAct Editions
  • Sign In Help
  • Start a Current Year Return – TaxAct Online Editions
  • State Program Updates
  • Student Information – No Students Listed in Drop-Down
  • System Requirements
  • TaxAct Home and Business Bundles
  • TaxAct Mobile App
  • TaxAct Xpert Assist
  • Verification Code – I Did Not Receive It by Text or Email
  • WebView2: Error When Installing
  • What Do I Need to File?
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TaxAct Professional

214
  • 1120 Net Operating Loss (NOL) and Form 1139
  • 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
  • ACA Explanation Statement – Entry into TaxAct
  • Add or Update Your Pre-Order Payment Information
  • Data Conversion Frequently Asked Questions
  • E-Signatures Frequently Asked Questions
  • Entering Corrected Forms
  • How to Check if Your Child Tax Credit Letter is Inaccurate
  • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
  • Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards
  • Professional – Recover Online Username or Password
  • Professional Editions – What’s New This Year
  • Professional Editions: Client Portals – E-Signature Event Types
  • Reducing PDF File Size
  • Release Dates – Professional Editions
  • Request a Copy of a State Return or Transcript
  • Schedule K-2 Domestic Filing Exception – Entering in Program
  • TaxAct Mobile App
  • Top 6 Tax Changes You Should Know About for 2022
  • Troubleshooting Links for Third-Party Authenticators
  • Uploading Documents with the IRS Document Upload Tool
  • WebView2 Troubleshooting
  • WebView2: Error When Installing
  • Why Is My Tax Refund Smaller This Year?
  • Product Information
    • “Not Released” Download Message After Purchase
    • Account Structure for Practice Setup
    • Attaching a Document – Professional Editions
    • Data Conversion Frequently Asked Questions
    • Delete Client From Client Manager
    • Desktop Versions – Deleting Form or Return
    • Disable Notification Center Pop-Ups – Professional Editions
    • E-Signatures Frequently Asked Questions
    • Employer Reporting Requirements
    • Form 1040 – Which Form to Use – Force 1040A or 1040 to be used in Program
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Professional)
    • How to Access Attachment Manager
    • Practice Information Not Saving Successfully In The Professional Program
    • Prepaid E-Filing – Practice ID and EFIN Verification
    • Professional Editions – Backing Up Client Returns and/or Preparer Information
    • Professional Editions – Donation Assistant Not Available
    • Professional Editions – E-Filing Prices
    • Professional Editions – Forms and Topics Assistant
    • Professional Editions – Keyboard Shortcuts
    • Professional Editions – Paid Preparer’s Due Diligence Checklist
    • Professional Editions – Rebuilding Client Manager Information
    • Professional Editions – Restoring Backups
    • Release Dates – Professional Editions
    • Release Dates of TaxAct Editions
    • Shipping & Handling Charges – CD-ROM
    • State Part-Year/Non-Resident Form Availability
    • State Program Release Dates
    • TaxAct Professional Webinars
    • Updating Preparer Information
    • Using Bookmarks in TaxAct
  • Ordering
    • “Not Released” Download Message After Purchase
    • Add or Update Your Pre-Order Payment Information
    • Desktop Versions – Ordering a State From Within the Program
    • DVD or Download
    • Folders Envelopes and Covers
    • Order Processing Times
    • Ordering from Outside the United States
    • Placing an Order
    • Release Dates – Professional Editions
    • Release Dates of TaxAct Editions
    • Shipping & Handling Charges – CD-ROM
    • State Part-Year/Non-Resident Form Availability
    • State Program Release Dates
    • TaxAct Product Guarantees
    • TaxAct Software For Previous Years
    • Updating Your Credit Card Information
  • Billing
    • Add or Update Your Pre-Order Payment Information
    • E-Filing – Charges for Resubmitting
    • Professional Editions – E-Filing Prices
    • Refund of TaxAct Product – Processing Time
    • Shipping & Handling Charges – CD-ROM
    • State Program Release Dates
  • Getting Started
    • “Client Copy” Watermark
    • “Not Released” Download Message After Purchase
    • Blank Data Remove Space
    • Downloading and Installing TaxAct
    • Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
    • Form 1099 Filing Requirements
    • How to Sign In and Download Software – Professional Editions
    • Local Network – Professional Editions
    • Master Forms Master Instruction Letter
    • Online Network – Professional Editions
    • Options Preferences Toggling Items
    • Password Protection – Professional Enterprise Editions
    • Prior Year Software No Longer Available
    • Professional Editions – Importing Prior Year TaxAct Returns
    • Professional Editions – Master Information General Tab
    • Professional Editions – Simplified Installation Procedure
    • Professional Editions – Using the Master Information Preparers Tab
    • Professional Editions – What’s New This Year
    • Release Dates – Professional Editions
    • Sign In Help
    • System Requirements
    • TaxAct Mobile App
    • Troubleshooting Links for Third-Party Authenticators
    • Updating Program Will Update Client Returns
    • What is a Practice ID and Where to Find (or Enter) Yours
  • IRS / State Filing
    • 1120 Net Operating Loss (NOL) and Form 1139
    • 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
    • ACA Explanation Statement – Entry into TaxAct
    • Email Notification When Forms Become Available
    • Entering Corrected Forms
    • Form 2848 – Centralized Authorization File Number
    • Form 2848 – Power of Attorney and Representative Declaration
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
    • IRS Contact Information
    • IRS Refund Cycle Chart
    • IRS Rejection Codes – F1040X-001
    • Mailing Addresses for Filing
    • Removing Preparer Information from Client Return
    • Request a Copy of a State Return or Transcript
    • Schedule K-2 Domestic Filing Exception – Entering in Program
    • TaxAct Professional – Client Fees from Refund (Bank Products)
    • Top 6 Tax Changes You Should Know About for 2022
    • Uploading Documents with the IRS Document Upload Tool
    • Why Is My Tax Refund Smaller This Year?
  • Log-in Issues
    • Clearing Browser Cache
    • Enhanced Sign-In Requirements
    • Sign-In Instructions (Online or Desktop)
    • TaxAct Mobile App
    • Troubleshooting Links for Third-Party Authenticators
  • Account Maintenance
    • Cancel or Modify an E-Filed Return
    • Downloading and Saving Tax Return History for TaxAct Professional Users
    • How to Sign In and Download Software – Professional Editions
    • Multiple Returns – Accessing the Wrong One
    • Prepaid E-Filing – Practice ID and EFIN Verification
    • Professional – Recover Online Username or Password
    • Reducing PDF File Size
    • Tax Professional – Data Rectification Request
    • Updating Your Credit Card Information
  • E-file Information
    • ACA Explanation Statement – Entry into TaxAct
    • Access or Print the Application Summary from IRS e-Services
    • Accuracy Guarantee Professional Editions – Overrides
    • Cancel or Modify an E-Filed Return
    • Continuing Education for Tax Professionals
    • E-File Manager Time Outs
    • E-Filing – Establishing Credentials in Your TaxAct Account
    • EFIN Verification Process
    • ERO Not Paid Preparer
    • Form 8879 – Practitioner PIN Method
    • Form 8948 – Preparer Explanation for Not Filing Electronically
    • Including Attachments With Return
    • IRS Modernized e-File System Shutdown Period
    • IRS Reject Codes – IND-039, IND-040, and IND-041
    • Notes and Explanations for E-Filing
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • Prepaid E-Filing – Practice ID and EFIN Verification
    • Preparer Regulations – Form W-12 Replaces Form W-7P
    • Preparer Regulations – Preparer Tax Identification Number (PTIN) Mandatory
    • Professional Editions – Annual PTIN Renewal
    • Professional Editions – Banking Information Worksheet
    • Professional Editions – Batch E-File 1040 Extensions
    • Professional Editions – E-Filing Payment Methods
    • Professional Editions – EFIN Required Before Getting Started With E-Filing
    • Professional Editions – IRS Requirements for Tax Return Preparers
    • Professional Editions – Request an Invitation to Join a Tax Practice
    • Professional Instruction Letter – Mailing a Paper Return
    • Red Alert – AGI/PIN – Zero
    • Self-Select PIN vs. Practitioner PIN
    • State Program Release Dates
    • Top 6 Tax Changes You Should Know About for 2022
    • What is a Practice ID and Where to Find (or Enter) Yours
  • General Information
    • ACA Explanation Statement – Entry into TaxAct
    • Add or Update Your Pre-Order Payment Information
    • Entering Corrected Forms
    • Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
    • How to Sign In and Download Software – Professional Editions
    • Instruction Letter for Pro Client – Mail or E-File
    • Invalid Argument – English as Default
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • Preparer – Instruction Letter for Pro Client – Mail or E-File
    • Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards
    • Professional Editions – What’s New This Year
    • Release Dates – Professional Editions
    • Reports Printing with Columns Missing
    • Request a Copy of a State Return or Transcript
    • State Program Release Dates
    • TaxAct Mobile App
    • TaxAct Professional Webinars
    • Telecommuting Rules by State
    • Top 6 Tax Changes You Should Know About for 2022
    • Troubleshooting Links for Third-Party Authenticators
    • Uploading Documents with the IRS Document Upload Tool
    • WebView2: Error When Installing
    • Why Is My Tax Refund Smaller This Year?
  • TaxAct Professional Enterprise Editions
    • Account Structure for Practice Setup
    • E-Filing – Establishing Credentials in Your TaxAct Account
    • Enterprise Editions: How to Import Last Year’s TaxAct Professional Information and Returns
    • Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • Online Backup – Locating Account – Professional Editions
    • Professional Editions – Request an Invitation to Join a Tax Practice
    • Professional Editions: Client Portals – Clients
    • Professional Editions: Client Portals – Downloading Documents
    • Professional Editions: Client Portals – E-Signature Event Types
    • Professional Editions: Client Portals – File Approval Requests (Firm/Preparer)
    • Professional Editions: Client Portals – File Approval Requests (Taxpayer)
    • Professional Editions: Client Portals – Guest Exchange (Firm/Preparer)
    • Professional Editions: Client Portals – Guest Exchange (Guest/Taxpayer)
    • Professional Editions: Client Portals – Interface and Settings (Firm/Preparer)
    • Professional Editions: Client Portals – Messenger
    • Professional Editions: Client Portals – Overview
    • Professional Editions: Client Portals – Profile, Checklist, Questionnaires
    • Professional Editions: Client Portals – Quick Start Guide
    • Professional Editions: Client Portals – Request Files (Firm/Preparer)
    • Professional Editions: Client Portals – Request Files (Taxpayer)
    • Professional Editions: Client Portals – Taxpayer Portal
    • Professional Editions: Client Portals – Uploading Documents
    • Release Dates – Professional Editions
    • Why Is My Tax Refund Smaller This Year?
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Using TaxAct

177
  • Clearing the Program Cache
  • Creating and Using a Passkey
  • WebView2 Troubleshooting
  • WebView2: Error When Installing
  • Getting Started
    • Federal Tax Filing Season Opening Date
    • Professional Editions – What’s New This Year
    • State Program Updates
    • TaxAct Pro – Purchasing Options
    • Download
      • “Not Released” Download Message After Purchase
      • “TaxAct Final Version Not Found” During State Install
      • Clearing Browser Cache
      • Desktop Program Selecting States For Multiple Returns
      • Downloading and Installing TaxAct
      • Downloading and Installing TaxAct (Video)
      • How Do I Optimize My Download with My Dial-Up Connection?
      • Install/Update a State – TaxAct Desktop
      • Installing TaxAct in Windows Safe Mode
      • Installing TaxAct on Multiple Computers
      • Locating Your Downloaded Installation Program
      • Macintosh Version Availability
      • Only Showing My Current Downloads
      • Overridden Values and Alerts for Overridden Fields
      • Running Program Updates
      • Signing Into TaxAct (Video)
      • System Requirements
      • TaxAct Enterprise Installation and Feature Access
      • TaxAct Online vs. Desktop (Video)
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Product Fee Payment Options
      • What Do I Need to File?
      • What Does “Remember Me” Mean?
      • Zero Entered Appears as Blank Field
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • Blank Data Remove Space
      • Downloading and Installing TaxAct
      • Downloading and Installing TaxAct (Video)
      • Installing TaxAct in Windows Safe Mode
      • Installing TaxAct Preparer’s Enterprise Edition
      • Locating Client Returns When Using Windows Vista (TaxAct 2008 or earlier)
      • Macintosh Version Availability
      • Password Protection – Professional Enterprise Editions
      • Practitioner PIN Method (ERO PIN)
      • Professional – Recover Online Username or Password
      • Professional Editions – Password Expiration Notice
      • Professional Editions – Phone Support
      • Professional Editions – Preparer Invitation Process
      • Professional Editions – What’s New This Year
      • System Requirements
      • TaxAct Pro – Purchasing Options
      • Using the EFile Manager
      • What Does “Remember Me” Mean?
    • Online / Over the Web
      • Blank Data Remove Space
      • Clearing Browser Cache
      • Corrupt Message During Install
      • Forgot Online Username and Password (Video)
      • HSN and Amazon Download FAQs
      • Macintosh Version Availability
      • Navigating Through TaxAct Online (Video)
      • Signing Into TaxAct (Video)
      • Starting a New Return
      • System Requirements
      • TaxAct Donation Assistant (Video)
      • TaxAct Online vs. Desktop (Video)
      • TaxAct Online vs. TaxAct Desktop (Download)
      • TaxAct Product Fee Payment Options
      • TaxAct Tablet App
      • Update E-mail Address & Password (Video)
      • Upgraded to Higher Federal Product
      • What Do I Need to File?
      • What Does “Remember Me” Mean?
      • Zero Entered Appears as Blank Field
  • Printing Issues
    • Printing Your Return and Individual Forms
    • Online / Over the Web
      • Common Printing Difficulties – TaxAct Online
      • DO NOT FILE Printed on Return
      • Donation Assistant Not Printing
      • Pop-up Blockers and TaxAct
      • Print Filing Instructions (Video)
      • Print Return Contains Necessary Supporting Documents
      • Printing the Electronic Filing Instructions
      • Printing Your Return and Individual Forms
      • Printing Your Return and Individual Forms – TaxAct Online
      • Printing Your TaxAct Online Return & Individual Forms (Video)
      • Request a Copy of Your Return
      • Tablet Users – Print or Email a Copy of Your TaxAct Online Return
      • View Return as PDF
      • What is a PDF?
  • Program Updates
    • Federal/State Update Difficulties
    • Running Program Updates
    • State Program Updates
  • Browser Issues
    • Clearing the Program Cache
    • Download
      • Clearing Browser Cache
      • How to Disable the Firewall
      • Running Program Updates
    • Online / Over the Web
      • Add TaxAct Online as a Trusted Site
      • Browser Locks Up When Printing
      • Clearing Browser Cache
      • Clearing the Program Cache
      • Disable Third-Party Browser Extensions
      • Error Checking Out Online Return
      • Error on Page / Script Error / Runtime Error Has Occurred
      • How to Disable your Pop-up Blocker
      • How to Enable Cookies
      • How to Enable JavaScript
      • Page Cannot Be Displayed
      • Page contains both Secure and Non-Secure Items
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      • Printing Your Return and Individual Forms
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      • Social Security Number – Entering in Program
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      • Why do I have to log in to my downloaded TaxAct software?
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      • Filing Status – Remove Spouse SSN After Importing
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      • Form W-2 – Adding, Reviewing, or Deleting
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      • Social Security Number – Entering in Program
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  • Importing
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      • Depreciation – Import Data of Asset Disposed of in Prior Year
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      • What is a PDF?
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      • Depreciation – Import Data of Asset Disposed of in Prior Year
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      • Professional Editions – Preparer PDF Import
      • TaxAct Online vs. TaxAct Desktop (Download)
      • What is a PDF?
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Tax Help

1145
  • 1120 Net Operating Loss (NOL) and Form 1139
  • Enhanced Senior Deduction (2025)
  • FAFSA – Change in Calculation from Year to Year
  • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
  • Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
  • Top 6 Tax Changes You Should Know About for 2022
  • Trump Account Elections – Form 4547 (IRC 530A)
  • Special Tax Situations
    • “Fresh Start” Penalty Relief – Form 1127A
    • (2008) Alternative Minimum Tax (AMT) Exemption Amounts for the 2008 Tax Year
    • Affordable Care Act of 2010
    • Alternative Minimum Tax – Exemption Amounts
    • Alternative Minimum Tax (Video)
    • American Taxpayer Relief Act of 2012
    • Arizona Form 140X-NC Due to Non-Conformity Issue
    • Bankruptcy – Declaring Bankruptcy
    • Bankruptcy – Individuals in Chapters 12 and 13
    • Bankruptcy – Individuals in Chapters 7 or 11
    • BluPrint Financial Savings Report
    • California – Employer Reporting Requirements
    • Cancel or Modify an E-Filed Return
    • Cancelled Debts & Foreclosures (Video)
    • Child(ren) of Divorced or Separated Parents
    • Church Income Schedule SE for Self-Employment Tax
    • Claiming Spouse Exemption
    • Clergy – Exempt Wages and Housing Allowance
    • Clergy – Housing Allowance
    • Community Property States – Federal Allocation Record – Married Filing Separate
    • Correcting Name, Birth Date, or SSN (Video)
    • Court Awards and Damages
    • COVID-19 Response: American Rescue Plan
    • Create and File Prior Year Tax Returns
    • Death of Taxpayer AND Spouse During Tax Year
    • Death of Taxpayer During Tax Year
    • Death of Taxpayer or Spouse Filing in the Subsequent Year
    • Death of Taxpayer Prior to Filing Return
    • Did I Receive a 2009 Economic Recovery Payment?
    • Earned Income Credit Amount Increases
    • EFTPS – Electronic Federal Tax Payment System
    • Employer Reporting Requirements
    • Estimate Taxes for Future Years
    • Estimated Tax Payments – Electronic Funds Withdrawal
    • Estimated Tax Payments – Required Payments Adjusted to Desired Payments
    • FAFSA – “I am the Parent of a Student” Checked by Default on New Return
    • FAFSA – Free Application For Federal Student Aid
    • FEC Worksheet – Entering Foreign Earned Compensation in the Program
    • Figuring Annualized Income with a Net Capital Loss
    • Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
    • Filing Status – Different Filing Status of Federal (Single or HOH) and State (RDP or Civil Union)
    • FinCEN Form 114 – FBAR Foreign Bank Account Report (Previously Form TD F 90-22.1)
    • First Time Filers
    • First-Time Homebuyer / Home Owner Credit
    • Foreign Earned Income – Exclusion and Foreign Tax Credit (or Deduction)
    • Foreign Income and Filing Requirements Outside the U.S.
    • Form 1040 Line 30 – RRC Credit Calculation
    • Form 1040-C – U.S. Departing Alien Income Tax Return
    • Form 1040-NR – Can Be E-Filed
    • Form 1042-S – Box 1, Code 16 Scholarship or Fellowship Income
    • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
    • Form 1045 – Application for Tentative Refund (Current Year NOL) (CARRYBACK)
    • Form 1099-C – Entering Cancellation of Debt in Program
    • Form 1099-G – Box 7 – Agricultural Payments
    • Form 1099-MISC – Entering Federal or State Withholding in Program
    • Form 1099-PATR – Taxable Distributions Received from Cooperatives
    • Form 1116 – Foreign Tax Credit
    • Form 1120-H – U.S. Income Tax Return for Homeowners Associations
    • Form 1310 – Name On Refund Check Needs To Be Changed
    • Form 1310 – Refund Deceased Taxpayer
    • Form 2210 – Schedule AI – Annualized Income Installment Method
    • Form 2210 – Underpayment Penalty – Allow IRS to Compute Penalty
    • Form 2290 – Heavy Highway Use Tax
    • Form 3922 – Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
    • Form 4361 – Exempt Clergy Income or Wages
    • Form 4852 – W-2 Substitute Form – TaxAct
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
    • Form 5498 – IRA Contribution Information
    • Form 5498-SA – Contributions to an Archer MSA, MA MSA, or Health Savings Account
    • Form 709 – Gift Tax
    • Form 7202 – Credits for Sick Leave and Family Leave
    • Form 8453 – Attachments
    • Form 8846 – Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
    • Form 8960 – Net Investment Income Tax
    • Form 8960 Information
    • Form 9465 – Installment Agreement Request (Before Filing Return)
    • Form W-2C – Corrected Form W-2
    • Forms 1041 and 706 – Generation-Skipping Transfer
    • Forms 1065 / 1120-S / 1120 / 1040-NR / 1041 Availability
    • Health Insurance Cost on W-2 – Code DD
    • HealthWatch Report
    • How to Check if Your Child Tax Credit Letter is Inaccurate
    • I haven’t received my W-2 Form: TaxAct
    • Identity Theft – TaxAct
    • Income Averaging
    • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
    • Indiana Post Filing Coupon
    • Ineligible for Self-Select PIN Method
    • Injured Spouse vs Innocent Spouse
    • IRS Filing Requirements
    • IRS First-Time Penalty Relief
    • IRS Form 9465 – Installment Agreement Request – TaxAct
    • IRS Identity Protection PIN – Identity Theft (IP PIN)
    • ITIN – Renewal Requirement
    • Military – Address Red Alert
    • Military – Combat Zone Designation
    • Military – Residence
    • Military – Spouse Sign Return for Military Spouse
    • Military – Tax Status State of Residence
    • Missed the Tax Filing Deadline?
    • Mortgage Forgiveness Debt Relief Act and Debt Cancellation
    • New York Verification Code
    • Non-Profit Organization 501(c)(3) Form 990
    • Other Help with Tax Questions
    • Paycheck Protection Program
    • Professional Editions – Applying for an Electronic Filing Identification Number
    • Qualified Hybrid Vehicles
    • Real Estate Tax Deduction With Standard Deduction
    • Received an IRS or a State Notice
    • Record Retention – How Long to Save Your Return
    • Redacted Return Definition
    • Registered Domestic Partnerships and Civil Unions – IRS Updated FAQs as a Result of United States vs. Windsor
    • Remove Spouse Exemption
    • Reporting your occupation on your tax return in TaxAct
    • Schedule C – Self Employed
    • Section 965 Reporting
    • Self Employment – Foreign Earnings
    • Setting Up Direct Deposit (One or Multiple Accounts)
    • Single-Member LLC
    • SSN – Use Name as it Appears on the Social Security Card
    • SSN or ITIN
    • Student Loan Funds Federally Supported
    • Tax Increase Prevention Act of 2014 – Extenders
    • Tax Reform: Tax Cuts and Jobs Act (TCJA)
    • Tax Refund Direct Deposit in Multiple Accounts – TaxAct
    • TaxAct Stimulus Registration Return
    • TaxAct: Where’s my state income tax refund?
    • Third Party Designee
    • Underpayment Penalty
    • Where’s My Refund?
  • Federal Income
    • Form 1099-MISC – Red Alert
    • Top 6 Tax Changes You Should Know About for 2022
    • Wages/Salaries/Social Security Benefits
      • Cancelled Debts & Foreclosures (Video)
      • Dependents – Income Filing Requirements
      • Employee or Independent Contractor
      • Employer-Provided Educational Assistance
      • Entering Information from Form W-2, Box 14
      • FEC Worksheet – Entering Foreign Earned Compensation in the Program
      • Foreign Earned Income – Exclusion and Foreign Tax Credit (or Deduction)
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1099-G – Box 6 – Taxable Grants
      • Form 4137 – Tip Income – Social Security and Medicare Tax
      • Form SSA-1099
      • Form W-2 – Combat Pay
      • Form W-2 – Employer’s State ID Number
      • Form W-2 – Entering in Program
      • Form W-2 – Errors That Could Prompt a Notice
      • Form W-2 – Filing Multiple Copies
      • Form W-2 – IPERS
      • Form W-2 – Multiple Forms W-2 with Information from Multiple States
      • Form W-2 – Non-Taxable Combat Pay
      • Form W-2 – Postal Workers Boxes 21 through 42
      • Form W-2 – State Withholdings
      • Form W-2 – Statutory Employee
      • Form W-2 – Student FICA Exemption
      • Form W-2 – Use Final Pay Stub as Substitute
      • Form W-2 Import
      • Form W-2C – Checkbox Only
      • Form W-2C – Corrected Form W-2
      • Forms RRB-1099 and RRB-1099-R – Railroad Retirement
      • Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
      • Independent Contractors
      • Mandatory State Disability and Unemployment Insurance Contributions
      • Reporting a dependent’s W-2 on a tax return
      • Rounding W-2s
      • Social Security and Medicare Taxes
      • Social Security Benefits – Lump-Sum Payments
      • Social Security Benefits Received in Foreign Exempt Country
      • Social Security Benefits Worksheet – Taxable Amount
      • Social Security Disability & SSI Benefits – TaxAct
      • Social Security Refund of Taxes Withheld in Error
      • State Withholdings
      • TaxAct: How do I report a Flexible Spending Account (FSA) from my W-2 form on my tax return?
      • Tips – Reported, Unreported, and Allocated
    • Investment Income
      • Adding Tax Refund to Fidelity Account
      • Bad Debt – Nonbusiness
      • Basis – Property Received as a Gift
      • Capital Gains & Losses – CUSIP Number
      • Capital Gains and Losses – Bitcoin and Other Virtual Currency
      • Capital Gains and Losses – Capital Loss Carryover
      • Capital Gains and Losses – Cost Basis
      • Capital Gains and Losses – Dividends Received on Restricted Stock
      • Capital Gains and Losses – Sale of Vacation Home
      • Capital Gains and Losses – Short-Term Capital Gain
      • Capital Gains and Losses – Various Purchase Dates
      • Capital Gains Reports – Long-Term and Short-Term Reports
      • Capital Gains Tax
      • Capital One Investing – Electronic Import
      • Cost or Other Basis – Expenses of Sale
      • CUSIP Identification Number
      • Entry of Partial Wash Sale
      • ESPP – Employee Stock Purchase Plans
      • Export and Download CSV Files from Brokerages
      • Export CSV File – Charles Schwab
      • Export CSV File – E*TRADE
      • Export CSV File – Scottrade
      • Export CSV File – TradeKing
      • Form 1040 – Basis in Inherited Property
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1099-B – Cost Basis and Date Acquired
      • Form 1099-B – Create Your Own Spreadsheet (CSV File)
      • Form 1099-B – Entering in Program
      • Form 1099-B – Import Stock Information from CSV File
      • Form 1099-B – Not Taxable
      • Form 1099-B – Restricted Stock Units and Backup Withholding
      • Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals)
      • Form 1099-B – Traders in Securities
      • Form 1099-B – Various Purchase Dates
      • Form 1099-OID – Entering in Program
      • Form 1099-OID – Number of Forms Supported
      • Form 1099-S – Sale of Real Estate Property
      • Form 2439 – Undistributed Capital Gains
      • Form 3922 – Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
      • Form 4797 – Sale of Business Property – Force to Part II
      • Form 6781 – Section 1256 Contracts and Straddles – Futures Contracts
      • Form 8824 – Like-Kind Exchange
      • Form 8949 and Form 1099-B – Enter Stock Transactions
      • Form W-2 – ESOP Same Day Sale Income Included
      • Gains and Losses – Short-Term and Long-Term
      • Importing From Fidelity
      • Inherited Stock
      • Joint vs. Separate Capital Gain and Loss Summary
      • OptionsXpress GainsKeeper – Electronic Import
      • Royalties – General Information
      • Sale of Home – Sale of Main Home
      • Schedule D – Multiple Entries Direct Entry Forms – Desktop
      • Schedule D – Sale of Inherited Property
      • Schedule D – Viewing Tax Worksheet
      • Schedule D (Form 1040) – Capital Gains and Losses
      • Stock Assistant
      • Wash Sale Definition and Entry
    • Business Income/Rental Income
      • Active and Passive Material Participation Passive Activity
      • Alabama – Severance Pay Exempt from State Income Tax
      • Asset Classes
      • Author – Income Advance from Publisher
      • Business – Bad Debt
      • Business – Use of Home – Depreciation 39 Years
      • Business – Use of Home – Investment Instead of Trade or Business Use
      • Business – Use of Home – Rental Home
      • Cancelled Debts & Foreclosures (Video)
      • Closing a Business Checklist
      • Depreciation – Adjusted Cost Basis Calculation Example
      • Depreciation – Amortization Code
      • Depreciation – Asset Completely Depreciated
      • Depreciation – Cost Basis
      • Depreciation – Life of Asset
      • Depreciation – Limits on Passenger Automobiles – Vehicles and Light Trucks
      • Depreciation – Mileage – Heavy Truck
      • Depreciation – Reports
      • Depreciation – Selecting “Other Asset” for Depreciation Criteria
      • Depreciation Recapture – Section 179 – Business Use Drops Below 50%
      • Employee Expense – Form 2106 or Schedule C
      • Employee or Independent Contractor
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1099-G – Box 7 – Agricultural Payments
      • Form 1099-K – Entering in Program
      • Form 1099-K – Merchant Card and Third-Party Network Payments
      • Form 1099-MISC – Assignment Worksheet
      • Form 1099-MISC – Entering in Program
      • Form 1099-MISC – Entering Nonqualified Deferred Compensation in Program
      • Form 1099-MISC – Entering Other Income in Program
      • Form 1099-MISC – Errors That Could Prompt a Notice
      • Form 1099-MISC – Federal or State Withholding
      • Form 1099-MISC – Gross Proceeds Paid to an Attorney
      • Form 1099-MISC – Medical and Health Care Payments
      • Form 1099-MISC – Nonqualified Deferred Compensation
      • Form 1099-MISC – Other Income
      • Form 1099-MISC – Payer Made Direct Sales of $5,000 or More
      • Form 1099-MISC – Rents
      • Form 1099-MISC (Box 7) Non-Employee Compensation (Video)
      • Form 1099-R – Rollover
      • Form 1120-S – No Self Employment Tax on S-Corporation Income
      • Form 4562 – Deleting
      • Form 4562 – Rental Real Property
      • Form 4684 – Casualty and Theft Loss on Property Used 100% for Business
      • Form 4797 – Sale of Rental Home and Land – Depreciable and Nondepreciable
      • Form 6198 – At-Risk Limitations
      • Form 8582 – Passive Losses Limited Based On Modified AGI
      • Form 8582 – Schedule K-1 Passive Losses
      • Form 8829 – Entering in Program
      • Hobby Income and Expenses
      • How to enter Paycheck Protection Program (PPP) loans
      • Independent Contractors
      • IRS Notice 2014-7 – Difficulty of Care Payments
      • Passive Activity Loss Modified Adjusted Gross Income (MAGI) Calculation
      • Qualified Business Income Deduction – General information
      • Qualified Business Income Deduction – Pass-Through Partnership Income
      • Qualified Business Income Deduction – Pass-Through S Corporation Income
      • Qualified Business Income Deduction – Rental or Real Estate Income
      • Qualified Business Income Deduction – Sole Proprietor Income
      • Qualified Business Income Deduction – View Entries
      • Reporting Income – Direct Sales
      • Schedule C – Business Activity Codes
      • Schedule C – Deleting from Form 1099-MISC Entries
      • Schedule C – Depletion
      • Schedule C – Entering Business Expenses in Program
      • Schedule C – Entering Depreciation in Program
      • Schedule C – Entering Sole Proprietorship in Program
      • Schedule C – Reporting Odd Jobs
      • Schedule C – Self Employed
      • Schedule C-EZ Net Profit from Business (Sole Proprietorship)
      • Schedule E – Allocation of Rental and Personal Expenses
      • Schedule E – Depletion
      • Schedule E – Depreciation of Rental Property
      • Schedule E – Entering Depreciation in Program
      • Schedule E – Entering Rental Property in Program
      • Schedule E – Partial Use Rental Property
      • Schedule E – Remove Vacation Home Limitation
      • Schedule E – Rental of Duplex Expenses
      • Schedule E – Rental Part of Property
      • Schedule E – Rental Property Closing Costs
      • Schedule E – Repairs and Improvements
      • Schedule E – Standard Mileage for Vehicle Expenses
      • Schedule E – Vacation Home Limitation Only If Net Loss
      • Schedule E – Vacation Home Not Subject to Passive Activity Loss Rules
      • Schedule E, Page 2 – No Name or EIN off a Schedule K-1
      • Schedule F – Entering Farm Income in Program
      • Schedule K-1 – Additional Information
      • Schedule K-1 – Entering
      • Schedule K-1 (Form 1041) – Entering in Program
      • Schedule K-1 (Form 1065) – Entering in Program
      • Schedule K-1 (Form 1065) – Figuring Adjusted Basis of Partnership Interest
      • Schedule K-1 (Form 1065) – Loss Limitations
      • Schedule K-1 (Form 1065) – Part II Issued to IRA
      • Schedule K-1 (Form 1065) – Publicly Traded Partnerships
      • Schedule K-1 (Form 1065) – Section 754 in Box 13 Code W
      • Schedule K-1 (Form 1065) – Unreimbursed Partnership Expenses
      • Schedule K-1 (Form 1120-S) – Figuring Adjusted Basis of Shareholder Interest
      • Schedule K-1 (Form 1120-S) – Loss Limitations
      • Schedules C and F – Standard Mileage Rate for Vehicles
      • Schedules L, M-1, and M-2 (Form 1065) – Printing Blank?
      • Section 179 Not Allowed on Rental Property
      • Self Employment – Foreign Earnings
      • Simplified Option for Home Office Deduction
    • Interest/Dividends/Taxable Refunds
      • Cancelled Debts & Foreclosures (Video)
      • Capital Gains and Losses – Dividends Received on Restricted Stock
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1099-DIV – Entering Dividend Income in Program
      • Form 1099-DIV – Entering Dividends in Program
      • Form 1099-DIV – No EIN or Payer’s FEIN
      • Form 1099-DIV – Nondividend Distribution
      • Form 1099-DIV – Rounding
      • Form 1099-G – Box 2 – Entering State Income Tax Refund in Program
      • Form 1099-G – Box 6 – Taxable Grants
      • Form 1099-G – Unemployment, Tax Refunds, RTAA, and More
      • Form 1099-INT – Accrued Interest
      • Form 1099-INT – CUSIP Number – Consolidate Entries
      • Form 1099-INT – Entering in Program
      • Form 1099-INT – Exempt with Accrued Interest
      • Form 1099-INT – Federal or State Exempt Interest
      • Form 1099-INT – Foreign Interest – Checkbox for Mutual Fund or Regulated Investment Company
      • Form 1099-INT – Interest Earned for the Year is More than $10
      • Form 1099-INT – Interest Redeemed on U.S. Savings Bonds That Was Reported Previously
      • Forms 1099-INT and 1099-DIV – Errors That Could Prompt a Notice
      • Life Insurance Benefits
      • Prior Year Tax Refund Withheld By State
      • Qualified Dividends and Capital Gain Tax
      • Reporting interest of $10 or less from Form 1099-INT in TaxAct
      • Schedule B – Schedule 1 For Form 1040A
      • Schedule B – When to Use/Print Only if Required
      • State Tax Refund – Received in Current Year for Last Year’s State Return
    • Retirement Income
      • 403(b) Plan – Tax-Sheltered Annuity Plan
      • Form 1040 – Retirement
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1099-R – 401(k) Distributions
      • Form 1099-R – Basic Information
      • Form 1099-R – Charitable Gift Annuity Code
      • Form 1099-R – Distribution Codes
      • Form 1099-R – Dividends Distributed from an ESOP
      • Form 1099-R – Entering Basis of Nonqualified Distributions
      • Form 1099-R – Entering Distributions from Retirement Plans
      • Form 1099-R – Errors That Could Prompt a Notice
      • Form 1099-R – Excess 401k Contributions
      • Form 1099-R – Plan Distributions Deferred Compensation 457(b)
      • Form 1099-R – Reporting Other Information
      • Form 5329 – Entering in Program
      • Form 8606 – Entering IRAs in Program
      • Forms RRB-1099 and RRB-1099-R – Railroad Retirement
      • IRA – Distribution Explanation Attach Statement
      • IRA – Explanation Statement
      • IRA – IRS FAQs
      • IRA, Roth IRA, or HSA – Excess Contributions
      • Life Insurance Benefits
      • Railroad Retirement Contributions or Income
      • Roth IRA – Conversion From an IRA Distribution Must be by End of Tax Year
      • Roth IRA – Designated Roth Accounts
      • Roth IRA – Eligibility
      • Simplified Method for Pensions and Annuities
      • Simplified Method Worksheet
    • All Other Income
      • Alimony
      • Alimony in Solido
      • Cancelled Debts & Foreclosures (Video)
      • Court Awards and Damages
      • Dependents – Income Filing Requirements
      • FEC Worksheet – Entering Foreign Earned Compensation in the Program
      • Foreign Earned Income – Exclusion and Foreign Tax Credit (or Deduction)
      • Foreign Earned Income Tax Worksheet
      • Foreign Income
      • Foreign Income and Filing Requirements Outside the U.S.
      • Form 1042-S – Box 1, Code 16 Scholarship or Fellowship Income
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1045 – Schedule A-NOL Carryforward from Prior Year
      • Form 1099-A – Foreclosure/Repossession
      • Form 1099-B – Import Individual Stock Transactions from Brokerage or Financial Institution
      • Form 1099-C – Cancellation of Debt
      • Form 1099-DA – Entering Transactions
      • Form 1099-G – Box 6 – Taxable Grants
      • Form 1099-G – Box 7 – Agricultural Payments
      • Form 1099-G – Entering Unemployment Compensation in TaxAct
      • Form 1099-K – Payment Card and Third Party Network Transactions
      • Form 1099-MISC – Entering in Program
      • Form 1099-MISC – Errors That Could Prompt a Notice
      • Form 1099-MISC – Red Alert
      • Form 1099-MISC – Reviewing
      • Form 1099-MISC – Royalties
      • Form 1099-PATR – Taxable Distributions Received from Cooperatives
      • Form 1099-Q – Payments from Qualified Education Programs
      • Form 1099-Q – Taxable to Recipient or Designated Beneficiary
      • Form 1099-S – Proceeds from Real Estate Transactions
      • Form 1099-S – Sale of Real Estate Property
      • Form 1099-SA – Entering Distributions from a Health Savings Account (HSA) or MSA
      • Form 1099-SA – Distribution From a Medicare Advantage MSA
      • Form 1099-SA – Distributions from an HSA
      • Form 1116 – Foreign Tax Credit
      • Form 1120-S – No Self Employment Tax on S-Corporation Income
      • Form 2555-EZ – Foreign Income Exclusion
      • Form 8938 – Statement of Specified Foreign Financial Assets
      • Form 982 – Reduction of Tax Attributes
      • Form W-2G – Entering Gambling Winnings in Program
      • Form W-2G – State ID Number
      • Forms W-2, 1098, and 1099 – Where to Report Items
      • Gambling Winnings and Losses
      • Hobby Income and Expenses
      • HSA Contribution Limit Chart
      • Independent Contractors
      • Jury Duty Pay and Jury Pay Employer Repayment
      • Nontaxable Income
      • Nontaxable Income
      • Rents from Personal Property – Nonbusiness Income and Expenses
      • Schedule C – Self Employed
      • Schedule E, Page 2 – No Estate Name off a Schedule K-1 (Form 1041)
      • Schedule K-1 (Form 1041) – Purpose
      • Scholarships and Fellowships
      • Section 965 Reporting
      • Top 6 Tax Changes You Should Know About for 2022
      • Workers’ Compensation
  • Adjusted Gross Income/Tax Calculation
    • Taxable Income/Tax Calculation
      • Alimony
      • Calculating and Paying Quarterly Estimated Taxes
      • Child Support
      • Disaster – Tax Relief Assistance
      • Filing Status – Head of Household
      • Filing Status – Head of Household – Eligible or Non-Eligible
      • Filing Status – Qualifying Widow(er) with Dependent Child
      • Form 2210 – Calculating Penalties
      • Form SSA-1099 – Dependents
      • Head of Household – Non-Related Adult
      • Locate or Retrieve Your Previous Year AGI
      • MFJ vs. MFS – Federal and State
      • Nontaxable Income
      • Royalties – General Information
      • Tips – Reported, Unreported, and Allocated
      • Top 6 Tax Changes You Should Know About for 2022
    • Exemptions
      • Adding a newborn child as a dependent in TaxAct
      • Child(ren) of Divorced or Separated Parents
      • Dependents – ATIN Not Received for Adopted Child
      • Dependents – Child Born and Died with No SSN
      • Dependents – Child Stillborn
      • Dependents – Entering Hyphenated Last Name or Two Last Names in Program
      • Dependents – Form 1040 Line 6c
      • Dependents – General Information
      • Dependents – Income Filing Requirements
      • Dependents – Missing or Unlisted Dependents on Form 1040
      • Dependents – Parent
      • Dependents – Resident of Mexico or Canada
      • Dependents – Spouse Exemption Accidentally Entered Needs Removed
      • Exemption – Phaseout
      • Exemptions – Age Calculation Birthday January 1
      • Filing Status – Married Person
      • Form W-4 – Exemption From Withholding
      • Locate or Retrieve Your Previous Year AGI
    • Other Taxes
      • Estimated Tax Payments – Already Made for the Current Year Return
      • Form 1099-MISC – Entering in Program
      • Form 1099-MISC – Section 409A Deferrals
      • Form 6251 – Alternative Minimum Tax – AMT
      • Form 6251 – Alternative Minimum Tax – Check Boxes
      • Form 6251 – Home Mortgage Interest Adjustment Line 4 – View Worksheet
      • Form 8962 – Excess Advance Premium Tax Credit Repayment
      • Form W-2 – Tier I Medicare Railroad Retirement
      • Forms 1099-INT or 1099-OID – Penalty on Early Withdrawal of Savings
      • Forms 8615 or 8814 – Which Form Do I Need?
      • HealthWatch Report
      • IRS First-Time Penalty Relief
      • Locate or Retrieve Your Previous Year AGI
      • Schedule D – AMT Calculation
      • Schedule H – Household Employment Taxes
      • Schedule SE – Adjustments
      • Schedule SE – Adjustments Defaults to Long Form
      • Schedule SE – Maximum Earnings Subject to Self-Employment Tax
      • Schedule SE – Optional Method
      • Self Employment Tax
  • State Taxes
    • Arizona – Persons who Qualify as a Dependent
    • Arizona – Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Codes
    • California Form 3804 – How Is It Calculated?
    • Georgia – Income Ratio, Time Ratio and Georgia Itemized Deductions
    • Georgia – HB 1302 – One-time Tax Refund
    • Indiana Identity Confirmation Program
    • New Jersey – Corporation Business Tax Return E-File Mandate
    • Ohio – School District and Local Withholding on W-2
    • Request a Copy of a State Return or Transcript
    • Requirements to File a State Return
    • VITA States
    • W-2 Import – State Withholding
    • States G-L
      • Georgia – 4868 E-Filed First and GA Return Filed Later
      • Georgia – Auto Registration and Ad Valorem Tax
      • Georgia – Direct Deposit Limitations
      • Georgia – Form IT-QEE-TP2 – Tax Credit for Qualified Education Expenses
      • Georgia – Income Ratio, Time Ratio and Georgia Itemized Deductions
      • Georgia – Injured Spouse Relief Innocent Spouse
      • Georgia – Pass Through Credits / Non IND-CR Credits
      • Georgia – Personal Exemption/Dependent on Another Return
      • Georgia – Remove Disabled Status for Retirement Income Exclusion
      • Georgia – Retirement Income Exclusion (RIE)
      • Georgia – Tax Refund Included in Retirement Income Exclusion Calculation
      • Georgia – The Eligible Single-Family Residence Tax Credit
      • Georgia – Where to Mail Paper Returns
      • Georgia – HB 1302 – One-time Tax Refund
      • Hawaii – Tax ID
      • Idaho – Grocery Credit Refund
      • Idaho – Idaho Form 40 Standard Deduction Property Tax
      • Idaho – Maintaining a Home for Aged and/or Developmentally Disabled
      • Idaho – New Tax Bill Conformity (2025)
      • Idaho – Part-Year Nonresident
      • Illinois – IL-PIN and E-Filing Eligibility
      • Illinois – Invest in Kids Scholarship Tax Credit Program
      • Illinois – Property Tax Credit – Property Number
      • Illinois – Property Tax Credit – Two Primary Residences
      • Illinois – Schedule M Military Subtraction
      • Illinois Pin Code
      • Indiana – CollegeChoice 529 Education Savings Plans
      • Indiana – Economic Development for a Growing Economy Credit EDGE Credit
      • Indiana – Forms Appear Different
      • Indiana – Indiana Partnership Long-Term Care – Entry In Program
      • Indiana – Locality
      • Indiana – Partnership Form IT-65 – Delay in Forms Approval
      • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
      • Indiana – Renter’s Deduction – More Than One Landlord
      • Indiana – Schedule 7 Line 5 Date of Death
      • Indiana – Schedule H Line 4 Date of Death
      • Indiana – Senate Enrolled Act 480 – Military Income
      • Indiana – Tax Add Back
      • Indiana Identity Confirmation Program
      • Indiana Post Filing Coupon
      • Iowa – Form 1040X Tax Differs From Form 1040 Tax
      • Iowa – Low Income Exemption – Not Printing
      • Iowa – Part-Year Resident IA 126
      • Iowa – Same Sex Marriage – How To File
      • Kentucky – Red Alert – Form 8863-K Multiple College Expenses For One Student
      • Louisiana – Amended Return
      • Louisiana – Out Of State Purchases
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
      • State E-filing
      • Transmitting Both Federal and State
    • General State Topics
      • Bipartisan Budget Act of 2018 – State Impacts
      • Disaster Relief – Tax Provisions By State
      • File Only State Return (Video)
      • Filing an Amended Individual State Tax Return
      • Form W-2 – State Information
      • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
      • Indiana Post Filing Coupon
      • Mandatory State Disability and Unemployment Insurance Contributions
      • New York Verification Code
      • Pay Tax Owed – Tax Due Payment Methods (State)
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • Requirements to File a State Return
      • State E-File Status
      • State E-filing
      • State Residence for Tax Purposes
      • State Return Due Dates
      • State Tax Owed Expectations
      • States Not Showing in Select States Dialog, Not Printing
      • TaxAct: Where’s my state income tax refund?
      • Transmitting Both Federal and State
    • States A-F
      • Alabama – E-file Mandate
      • Alabama – Military Retirement Pay – Nontaxable
      • Alabama – No Wages in Box 16 of W-2 to Transfer to Form 40NR
      • Alabama – Page 2 of Federal Return Included with Printed State Return
      • Alabama – Part-Year Income Allocation
      • Arizona – Persons who Qualify as a Dependent
      • Arizona – Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Codes
      • Arizona – Federal Schedule A Print
      • Arizona – Increased Excise Tax Credit
      • Arizona – Mailing Address for Barcode Returns
      • Arizona – Adding a Dependent Not Claimed on the Federal Return
      • Arizona Form 140X-NC Due to Non-Conformity Issue
      • Arkansas – Form 8453OL Requirements
      • Arkansas – Pensions and Annuities McFadden and Maples Lawsuits
      • Arkansas – Texarkana – Exempt Form AR-TX
      • Arkansas – U.S. Military Enlisted Pay Military Wages
      • California – Adjust Income Schedule CA (540NR)
      • California – Alimony Paid
      • California – Business Entity Identifying Number
      • California – Consumer Privacy Act – Requests
      • California – Consumer Privacy Act (CCPA)
      • California – Employer Reporting Requirements
      • California – Form 100 Line 1 Income
      • California – Form 3801 Passive Activity Loss Limitations Real Estate Agent Form
      • California – HSA Contribution by Employer Code on Form W-2
      • California – Mandatory E-File
      • California – Other Taxes Claimed on Line 8, Federal Schedule A
      • California – Return Not Printing Correctly Scannable Form
      • California – Ride Sharing Credit
      • California – Schedule K-1 Adjustments
      • California – Schedule P
      • California – Schedule R-7
      • California – VPDI
      • California Form 3804 – How Is It Calculated?
      • Community Property States – Federal Allocation Record – Married Filing Separate
      • Connecticut – Deceased Taxpayer
      • Connecticut – Military Pay Nonresident
      • Connecticut – Part-Year Nonresident Section Not Completed
      • DC Earned Income Tax Credit (EITC)
      • Delaware – Pension Exclusion Subtraction
      • District of Columbia – Standard/Itemized on Federal Must Be Claimed on D.C.
      • Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
      • State E-filing
      • Transmitting Both Federal and State
    • States M
      • Maine – Sales Tax on Casual Rentals of Living Quarters
      • Maine – Schedule NRH
      • Maine – State and ZIP Code Fields Blank Due to Foreign Address
      • Maryland – Form 502 – Baltimore City Tax Rate
      • Maryland – Form 502V – Use of Vehicle for Charitable Purposes
      • Maryland – Reporting Tax Exempt Military Income on Form MD502
      • Maryland – State Pickup Amount
      • Massachusetts – Death of Taxpayer/Spouse
      • Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)
      • Massachusetts – Extension Payment
      • Massachusetts – Form 1099-HC
      • Massachusetts – Rental Deduction
      • Massachusetts – Schedule R/NR Nonresident and Part-Year Resident
      • Massachusetts – Senior Circuit Breaker Credit
      • Massachusetts – Tuition and Fees Deduction
      • Massachusetts – Wage Adjustment
      • Michigan – Amended Form 1040 CR – Homestead Property Tax Credit
      • Michigan – City Tax Return – Preparation and Filing
      • Michigan – Form 1040CR-7 Home Heating Credit Claim
      • Michigan – Form MI-1040CR-7
      • Michigan – Homestead Property Tax Credit – FIP/DHS Income and Own Home
      • Michigan – Homestead Property Tax Credit – FIP/DHS Income and Rent Home
      • Michigan – Homestead Property Tax Credit Claim
      • Michigan – Mailing Address Computer Generated Returns Filing Address
      • Michigan – Military
      • Michigan – Payment Options
      • Michigan – Retirement Pension Subtraction
      • Michigan – Schedule D
      • Michigan – Schedule NR Form MI-1040H Apportionment
      • Michigan – Timeframe to Keep Copy of Return and File for Refund
      • Michigan – Tribal Member
      • Minnesota – Form M1PR – Property Tax Refund
      • Minnesota – Property Tax Refund – Roommates and Co Owners
      • Mississippi – Gambling Withholdings Non-Refundable
      • Missouri – Form MO-CR
      • Missouri – Miscellaneous Credits Form MO-TC
      • Missouri – Retirement Income Exemption
      • Montana – Medical Savings Account (MSA) Schedule
      • Montana – Montana Itemized Deduction Schedule Line 9 Mortgage Interest
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
      • State E-filing
      • Transmitting Both Federal and State
    • States N
      • Community Property States – Federal Allocation Record – Married Filing Separate
      • Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
      • New Hampshire – Form DP-10
      • New Hampshire – Non-Taxable Annuity Income
      • New Jersey – Corporation Business Tax Return E-File Mandate
      • New Jersey – Form 1099-INT – Exempt Interest
      • New Jersey – No Tax Liability
      • New Jersey – No Tax Liability Only Filing for Refund (Lines 29-43)
      • New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
      • New Jersey – State Disability, Unemployment, and Family Leave Insurance
      • New Mexico – Form RPD-41319
      • New Mexico – Form RPD-41326
      • New York – Form 1099-G Does Not Match Prior Year Refund Received
      • New York – Form 1099-INT – Exempt Interest
      • New York – Form IT-204-LL
      • New York – Government Pension Exclusion
      • New York – New York City Residency
      • New York – Nonobligated Spouse Form IT-280
      • New York – Public Employee Retirement 414(h) Contributions
      • New York – Sales and Use Tax
      • New York – State Itemized Deduction vs. Federal Itemized Deduction
      • New York Verification Code
      • North Carolina – Decoupling from FCAA and CARES Act
      • North Carolina Income Tax: Federal Law Changes After January 1, 2023 Not Adopted
      • NYC-1127 Calculation Update (2025)
      • Preparer Regulations – New York Paid Preparer Information
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
      • State E-filing
      • Transmitting Both Federal and State
    • States O-S
      • Ohio – School District and Local Withholding on W-2
      • Ohio RITA Municipalities
      • Oregon – Addition to Income for Long-Term Care Premiums
      • Oregon – American Indian Income Subtraction (Code 300)
      • Oregon – Amtrak Act
      • Oregon – Federal Pension Exclusion Before October 1, 1991
      • Oregon – Injured Spouse RDP Refund Claims
      • Oregon – State Only Schedule A
      • Oregon – Tax Surplus Credit (Kicker)
      • Oregon 529 College Savings Network Account and ABLE Account Contribution Credits
      • Oregon Kids Credit
      • Pennsylvania – Death of One Spouse How To File Return
      • Pennsylvania – E-File – Local Earned Income Tax Return
      • Pennsylvania – Electronic Filing Qualification Alert
      • Pennsylvania – Local Taxes
      • Pennsylvania – Locality Withholding Local Return
      • Pennsylvania – Military Exclusion & E-file
      • Pennsylvania – Retirement Income
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • Rhode Island – Property Tax Relief Claim Deadline Extension
      • South Carolina – New Tax Bill Non-Conformity (2025)
      • State E-File Status
      • State E-filing
      • Transmitting Both Federal and State
    • States T-W
      • Community Property States – Federal Allocation Record – Married Filing Separate
      • Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
      • State E-filing
      • Tennessee – Adjust Taxable Interest and Dividend Income
      • Texas – Franchise Tax Report
      • Transmitting Both Federal and State
      • Utah – Taxes Prepaid on Form TC-40 Line 34
      • Vermont – Child Support Payments Form HI-144
      • Vermont 1099 Recall
      • Virginia – Additional Refund Amount
      • Virginia – Code 106 Long-Term Premiums
      • Virginia – Deduction for Military Basic Pay
      • Virginia – Extension Payment Voucher Form 760IP Mailing Address
      • Virginia – Form 1041 Efile requirement
      • Virginia – Schedule FED
      • Virginia Conformity to the 2025 Federal New Tax Bill
      • West Virginia – Form WV-8379 Supported
      • West Virginia – Prepaid Tuition / Savings Plan Trust Schedule M Line 42
  • Federal Deductions/Credits
    • 1120 Net Operating Loss (NOL) and Form 1139
    • American Rescue Plan – Premium Tax Credit
    • American Rescue Plan – Unemployment Exclusion
    • COVID-19 Response: American Rescue Plan
    • COVID-19 Response: Changing Bank Information
    • COVID-19 Response: Stimulus Center
    • Entering in Program – Form 8915-E
    • Form 1040 Line 30 – RRC Credit Calculation
    • Form 7202 – Credits for Sick Leave and Family Leave
    • Recovery Rebate Credit
    • Recovery Rebate Credit
    • Top 6 Tax Changes You Should Know About for 2022
    • Earned Income Credit (EIC)
      • Child(ren) of Divorced or Separated Parents
      • Correcting Name, Birth Date, or SSN (Video)
      • Dependents – Who You Can Claim for Certain Tax Benefits
      • Earned Income Credit – About
      • Earned Income Credit – Child Already Claimed
      • Earned Income Credit – Entering Combat Pay for Calculation
      • Earned Income Credit – Entering in TaxAct
      • Earned Income Credit – Income That is Not Earned
      • Earned Income Credit – Unemployment
      • Earned Income Credit Amount Increases
      • Earned Income Credit or Child/Dependent Care Credit – Child Not Dependent
      • Form 8862 – Enter or Delete Form Information
      • Presidentially Declared Disasters
      • Professional Editions – Paid Preparer’s Due Diligence Checklist
      • Top 6 Tax Changes You Should Know About for 2022
    • Itemized/Standard Deductions
      • 2009 Personal Property Taxes Paid
      • Age 65 or Older/Blind
      • Appraisal Requirements for Non-Cash Donations Over $5,000
      • Business – Expenses
      • Business – Use of Home – Employee
      • Business – Use of Home – General Information
      • Business Expenses – Postal Service Workers Mileage Rate
      • Cash Contributions Limitations Worksheet
      • Casualty and Theft – Reimbursement Less Than Expected or Reported
      • Charitable – Desktop and Professional Editions – Detailed Information Dialog Box Limited to 250 Entries
      • Charitable – Donor-Advised Funds
      • Charitable – Entering Contributions and Donations in Program
      • Charitable – Frequent Flyer Miles
      • Charitable – Mileage
      • Charitable – Online Editions – Detailed Information Dialog Box Limited to 50 Entries
      • Charitable – Uniforms
      • Charitable Contributions – Haiti Earthquake Relief
      • Deductible Charitable Contributions and Gifts
      • Deduction Examiner – Itemized Deduction Entries Not Appearing
      • Depreciation – Home Computers Used For Investments
      • Employee Expense – Form 2106 or Schedule C
      • Employee Expenses – Partial Reimbursement for Mileage
      • Enter or Edit General Sales Tax Deduction
      • Force Standard or Itemized Deductions
      • Form 1098 – Entering in Program
      • Form 1098 – Entering Points Not Reported
      • Form 1098 – Mortgage Amount Over Deduction Threshold
      • Form 1098-C – Contributions of Motor Vehicles, Boats, and Airplanes
      • Form 1098-C – Limitation of Donated Cars, Boats, and Planes
      • Form 2106 – Number of Vehicles for Taxpayer and Spouse
      • Form 2106 – Per Diem Meals Deduction
      • Form 8283 – Number of Noncash Charitable Contributions to Report Limited in TaxAct
      • Form W-2 – Employee Expense Reimbursements
      • Form W-2 – Moving Expense Reimbursements
      • Gambling Winnings and Losses
      • Import Itemized Deductions from Prior Year for Comparison
      • Investment Expenses Deductible – Why Am I Not Able To Enter Investment Fees
      • Itemized Deductions – Homeowners Nondeductible Payments
      • 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
      • Medical and Dental Expenses
      • Medical Expenses – Dependent
      • Medical Expenses – Married Filing Separate Spouse Expenses
      • Medical Expenses – Medical Mileage
      • Medical Expenses – Medicare Premiums
      • Medical Expenses – Only Claim Expenses Paid In the Tax Year
      • Medical Expenses – Pre-Tax Medical Premiums
      • Miscellaneous Deductions
      • Miscellaneous Deductions – IRA Loss on Total Distribution
      • Mortgage Insurance Premiums
      • Mortgage Insurance Premiums – Entering In TaxAct
      • Mortgage Insurance Premiums Treated As Home Mortgage Interest
      • Mortgage Interest – Foreign Home
      • Mortgage Interest – Fully Deductible
      • Mortgage Interest – Late Payment Charge
      • Mortgage Interest – Points
      • Mortgage Interest – Prepay Penalty
      • Noncash Charitable Contributions – Overview
      • Personal Property Taxes Paid
      • Qualified Mortgage Insurance Premiums – No Longer Deductible
      • Real Estate Taxes – Entering Deductible
      • Safe Deposit Boxes
      • Sales Tax – Auto Registration/License Fees
      • Sales Tax – Deductions for a New Vehicle
      • Sales Tax – Elect General Sales Tax Deduction or State Income Tax Deduction
      • Sales Tax – Entering in the Program
      • 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) – Home Mortgage Interest
      • Schedule A (Form 1040) – Printing When Taking Standard Deduction
      • Schedule A (Form 1040) – Reduction of Itemized Deductions
      • Schedule A (Form 1040) – Transferring Form 8829, Form 2106, or Schedule E
      • Standard Deduction
      • Standard Deduction – Age 65 and/or Blind
      • Standard Deduction – Taxpayer or Spouse Claimed as Dependent on Another Return
      • State and Local Taxes – Line 5 Estimated Tax Payment for Prior Year
      • State and Local Taxes – Paid
      • State Withholdings
      • Tax Increase Prevention Act of 2014 – Extenders
      • TaxAct Donation Assistant (Video)
      • Uniforms
      • Union Dues
      • Volunteer Out-of-Pocket Expenses in Giving Services
    • Student Loan Interest/Educ. Credits/Tuition & Fees
      • American Opportunity Credit
      • American Opportunity Credit – First Four Years
      • Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
      • Education Credits – High School Student Taking College Classes
      • Education Credits and Deductions – American Opportunity Credit
      • Education Credits and Deductions – Cost of a Computer
      • Education Credits and Deductions – Dependent on Another Return
      • Education Credits and Deductions – Enter, Review, Modify
      • Education Credits and Deductions – Married Filing Separately
      • Employer-Provided Educational Assistance
      • Form 1098-E – Entering Student Loan Interest in Program
      • Form 1098-T – Adjustment and Recapture of Credit
      • Form 1098-T – Boxes in Detail
      • Form 1098-T – Entering in Program
      • Form 1098-T – Tuition Statement Not Received
      • Form 1098-T – Who Enters This in TaxAct?
      • Form 1099-Q – Qualified Tuition Program Payments (Section 529 State Tuition Programs)
      • Form 8863 – Education Credits
      • Lifetime Learning Credit
      • Qualified Tuition Programs (QTP or 529 Plan)
      • Qualifying Education Expenses – Room and Board
      • Scholarships and Fellowships
      • Student Worksheet Entries
      • Tuition and Fees Deduction
      • Tuition Paid with Student Loans
      • Voluntarily Including Scholarships in Income
      • Who Claims the Education Credits?
    • Other Deductions/Credits
      • Alimony in Solido
      • American Rescue Plan – Premium Tax Credit
      • American Rescue Plan – Unemployment Exclusion
      • Child(ren) of Divorced or Separated Parents
      • Court Awards and Damages
      • Court Awards and Damages – Deduct Fees Court Costs
      • Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
      • COVID-19 Response: American Rescue Plan
      • Deducting unlawful discrimination legal fees in TaxAct
      • Educator Expense Deduction – Teacher
      • Energy Star Appliance Rebates
      • First-Time Homebuyer / Home Owner Credit
      • Form 1040 Line 30 – RRC Credit Calculation
      • Form 1099-H – Health Coverage Tax Credit
      • Form 1099-MISC – Other Income
      • Form 1099-Q – Qualified Tuition Program Payments (Section 529 State Tuition Programs)
      • Form 1099-SA – Distributions From an Archer or Medicare Advantage MSA
      • Form 1116 – Foreign Tax Credit
      • Form 2441 – Preschool Expenses
      • Form 4136 – Fuel Tax Credit
      • Form 4684 – Casualty and Theft Losses
      • Form 5405 – Repayment of 2008 Credit
      • Form 5405 – Repayment of Credit Due to Breaking Contract
      • Form 5498 – IRA Contribution Information
      • Form 5498-SA – Contributions to an Archer MSA, MA MSA, or Health Savings Account
      • Form 5695 – Energy Star Federal Tax Credits for Energy Efficiency
      • Form 5695 – Must Own Home and Not Rent
      • Form 5695 – Residential Energy Credit Carryover
      • Form 5695 – Residential Energy Credits
      • Form 7202 – Credits for Sick Leave and Family Leave
      • Form 8396 – Mortgage Interest Credit
      • Form 8582 – Commercial Revitalization
      • Form 8839 – Adopting More Than Six Children
      • Form 8839 – Adoption Credit and Exclusion
      • Form 8839 – Qualified Adoption Expenses
      • Form 8846 – Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
      • Form 8863 – Education Credits
      • Form 8880 – Full-Time Student Status
      • Form 8910 – Alternative Motor Vehicle Credit
      • Form 8924 – Transfers of Qualifying Geothermal/Mineral Interests
      • Form 8936 – Qualified Plug-In Electric Drive Motor Vehicle Credit – Non-Refundable Credit
      • Form W-2 – Employer Contributions to Your Health Savings Account (HSA)
      • Health Care Credit
      • Homebuyer Credit Extension
      • Mileage – Standard Mileage Rates
      • Moving Expenses
      • Nonrefundable Credit vs Refundable Credit
      • Personal Interest
      • Qualified Business Income Deduction – General information
      • Qualified Business Income Deduction – Pass-Through Partnership Income
      • Qualified Business Income Deduction – Pass-Through S Corporation Income
      • Qualified Business Income Deduction – Rental or Real Estate Income
      • Qualified Business Income Deduction – Sole Proprietor Income
      • Qualified Business Income Deduction – View Entries
      • Qualified Hybrid Vehicles
      • Qualified Tuition Programs (QTP or 529 Plan)
      • Real Estate Tax Deduction With Standard Deduction
      • Recovery Rebate Credit
      • Recovery Rebate Credit
      • Section 529 Plans Deductibility
      • Self-Employed Retirement Plans
      • SSN – Alimony Paid by Both Taxpayer and Spouse
      • Standard Mileage Vehicle Expense
      • Tax Increase Prevention Act of 2014 – Extenders
      • TaxAct Donation Assistant (Video)
    • IRA Deduction
      • Form 5498 – IRA Contribution Information
      • IRA – Contribution Limits
      • Retirement Plans – Investing
    • Self Employed Deductions
      • Business – Expenses
      • Business – Use of Home – General Information
      • Form 1099-MISC – Entering in Program
      • Form 1099-MISC – Other Income
      • Form 1099-R – Retired Minister Housing Allowance
      • Form 8919 – Uncollected Social Security and Medicare Tax on Wages
      • Married Filing Separate – Itemized or Standard Deduction Checked in Error
      • Schedule SE – Clergy Self-Employment Tax Adjustment Worksheet
      • Self Employment – Health Insurance Deduction
      • Simplified Option for Home Office Deduction
    • Dependent Care Credit/Child Tax Credit
      • Adding dependents to your tax return in TaxAct
      • American Rescue Plan – Child Care Impacts
      • American Rescue Plan – Child Tax Credit (CTC) Expansion
      • Child Tax Credit – Additional Child Tax Credit and ARRA
      • Child Tax Credit – Dependent Social Security Number Required
      • Child Tax Credit – Nonrefundable Credit
      • Child(ren) of Divorced or Separated Parents
      • Dependents – Entering and Reviewing
      • Dependents – Permanently and Totally Disabled
      • Dependents – Who You Can Claim for Certain Tax Benefits
      • Disability Requirement for IRS Credits – Definition of Permanently and Totally Disabled
      • Form 2441 – Child and Dependent Care Credit
      • Form 2441 – Credit Calculation
      • Form 2441 – Dependent Care Benefits in Excess of $5,000
      • Form 2441 – Entering Child and Dependent Care Expenses in Program
      • Form 2441 – Excluded and Taxable Benefits
      • Form 2441 – Income Adjustment for Spouse Who is Disabled or a Student
      • Form 2441 – Paid Amount Equal to Qualified Expenses
      • Form 2441 – Preschool Expenses
      • Form W-2 – Exclusion From Income
      • Top 6 Tax Changes You Should Know About for 2022
  • Amending Your Return
    • Amending Your Federal Return (Video)
    • Cancel or Modify an E-Filed Return
    • Check the Status of Amended Return Form 1040X
    • Create and File Prior Year Tax Returns
    • Filing an Amended Individual State Tax Return
    • Form 1040-X – Filing an Amended Individual Federal Tax Return
    • IRS Rejection Codes – F1040X-001
    • Prior Year Amendments Due to New Same-Sex Marriage Regulations
    • Record Retention – How Long to Save Your Return
  • Business Returns
    • 1120 Net Operating Loss (NOL) and Form 1139
    • 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
    • C Corporation
      • 1120 Net Operating Loss (NOL) and Form 1139
      • Accounting Method
      • Adjusted Basis – Increases and Decreases
      • Amortization – Corporation’s First Year
      • Amortization vs. Depreciation
      • Applying for an Employer Identification Number (EIN)
      • Business – Number of Returns
      • Business – Return Filing Requirements / Classification
      • Business Income vs. Nonbusiness Income
      • California – Business Entity Identifying Number
      • Form 1120 – Amending a Corporation Tax Return
      • Form 1120 – Business Credits
      • Form 1120 – E-Filing Balance Due Payment Options
      • Form 1120 – Reducing Certain Expenses
      • Form 1120 – Return Due Date
      • Form 1120-H – Filing for Homeowners Association
      • Form 1120-W – Calculating and Paying Estimated Corporate Income Taxes
      • Form 1125-E – Compensation of Officers
      • Form 1125-E – Deductible Compensation
      • Form 2553 – Entering or Reviewing
      • Form 2553 – S Corporation Election for States
      • Form 8453 – Attaching Signed Form to a Federal Business Return
      • Form 8832 – Entity Classification Election
      • Form 8990 Not Supported
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      • Report of Foreign Bank Accounts (FBAR) Requirements
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      • Schedule K-2 and K-3
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    • S Corporation
      • 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
      • Accounting Method
      • Adjusted Basis – Increases and Decreases
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      • Applying for an Employer Identification Number (EIN)
      • Business – Number of Returns
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      • California – Business Entity Identifying Number
      • Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
      • Connecticut – Change to Pass-Through Entity Tax
      • E-Filing – Attaching an Approved S Corporation Election
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      • Form 2553 – Entering or Reviewing
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      • Form 8832 – Entity Classification Election
      • Form 8990 Not Supported
      • Forms 1065 and 1120-S – Business Credits
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      • New York City – NYC Returns S Corporation
      • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
      • Officer Compensation vs Salaries
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      • Schedule K-2 and K-3
      • Schedule L and M-1 (Form 1120-S)
      • Schedule M-1 – Net Income (Loss) per Books
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      • Section 179 Expense vs. Bonus Depreciation
      • State and Local Taxes
      • Trial Balance – Reimporting the CSV File
      • What Happens After You File Your Business Return?
      • Which Business Return Should I File?
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Download

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  • DO NOT FILE Printed on Return
  • Donation Assistant Not Printing
  • Print Filing Instructions (Video)
  • Print Return Contains Necessary Supporting Documents
  • Printing the Electronic Filing Instructions
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  • Request a Copy of a State Return or Transcript
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  • View Return as PDF
  • What is a PDF?
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Electronic Filing & Printing

293
  • Check the Status of Amended Return Form 1040X
  • COVID-19 Response: Potential IRS Delays
  • Electronic Filing PIN Change
  • Extension of Time to File Your Individual Tax Return
  • Fixing AGI Rejection on a Mobile Device
  • Form 4868 – Printing a Copy
  • Form 4868 Extension – Safe Harbor & Penalties
  • IRS – Filing Deadlines
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  • Notice CP 01A Lists Incorrect Tax Year
  • Protection Plus – Activate Your Audit Defense Membership
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    • Answers to Top E-Filing Questions
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    • Consumer Product Offerings
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Desktop Users

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News & Reference

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