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
Tax Calculator Self-Employment Calculator Tax Bracket Calculator W-4 Calculator Tax Checklists Tax Extensions TaxAct Blog
Check E-file Status Track IRS Refund
Blog Support TaxAct for Professionals
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Ordering & Account Information

149
  • 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
  • Terms of Service and Privacy Notice
  • Account Maintenance
    • Adding a New Return
    • Consumer Data Rectification Request
    • Creating a New Return in Your TaxAct Account
    • Professional – Verification Codes
    • Online / Over the Web
      • Adding a New Return
      • Cancel or Modify an E-Filed Return
      • Consumer Data Rectification Request
      • Creating and Using a Passkey
      • 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
    • Professional Preparers
      • Cancel or Modify an E-Filed Return
      • 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
      • Updating Your Credit Card Information
    • Desktop Users
      • Cancel or Modify an E-Filed Return
      • Individual – Verification Codes
      • Recover Your Account (Locked or Disabled)
      • Sign In Help
      • Updating Your Credit Card Information
  • Ordering
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • Features – Professional Editions
      • 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
      • 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
      • Consumer Product Offerings
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • Resubmitting E-File with New Credit Card Number
      • State Program Release Dates
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • Updating Your Credit Card Information
      • Upgrading Your TaxAct Software
    • Online / Over the Web
      • Consumer Product Offerings
      • Lock In Pricing from a Special Offer
      • Release Dates of TaxAct Editions
      • Resubmitting E-File with New Credit Card Number
      • State Program Release Dates
      • TaxAct Software For Previous Years
  • Product Information
    • Federal Tax Filing Season Opening Date
    • State Program Updates
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • 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
      • State Program Release Dates
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
      • 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
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • State Program Release Dates
      • TaxAct Product Guarantees
      • TaxAct Software For Previous Years
    • Online / Over the Web
      • About TaxAct Early Access
      • Consumer Product Offerings
      • Email Notification When Forms Become Available
      • IRS limit on electronically filed tax returns
      • Macintosh Version Availability
      • Ordering from Outside the United States
      • Release Dates of TaxAct Editions
      • State Program Release Dates
      • TaxAct Refer-a-Friend Program
      • TaxAct Software For Previous Years
      • TaxAct Xpert Support
  • 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
      • State Program Release Dates
      • Updating Your Credit Card Information
    • Desktop Users
      • Consumer Product Offerings
      • E-Filing – Charges for Resubmitting
      • Refund of TaxAct Product – Processing Time
      • State Program Release Dates
      • Updating Your Credit Card Information
    • Online / Over the Web
      • Consumer Product Offerings
      • Credit Card Charges and Changes
      • 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
  • 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 limit on electronically filed tax returns
      • 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 limit on electronically filed tax returns
      • Mailing Addresses for Filing
  • Log-in Issues
    • TaxAct Mobile App
    • Troubleshooting Links for Third-Party Authenticators
    • Professional Preparers
      • Clearing Browser Cache
      • Enhanced Sign-In Requirements
      • Sign-In Instructions (Online or Desktop)
      • Troubleshooting Links for Third-Party Authenticators
    • Online / Over the Web
      • Clearing Browser Cache
      • Individual – Recover Online Username or Password
      • Sign-In Instructions (Online or Desktop)
      • Troubleshooting Links for Third-Party Authenticators
  • Status
    • Professional Preparers
      • Cancel or Modify an E-Filed Return
    • Desktop Users
      • Cancel or Modify an E-Filed Return
      • Unsubscribe Request
    • Online / Over the Web
      • Cancel or Modify an E-Filed Return
      • Unsubscribe Request
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Getting Started

19
  • 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
  • How to Access TaxAct Tools in Claude
  • Individual – Recover Online Username or Password
  • 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
  • TaxAct Home and Business Bundles
  • TaxAct Mobile App
  • TaxAct Xpert Assist
  • WebView2: Error When Installing
  • What Do I Need to File?
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TaxAct Professional

207
  • 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
  • Data Conversion Frequently Asked Questions
  • E-Signatures Frequently Asked Questions
  • Entering Corrected Forms
  • 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: Audit Defense, Powered by Drake Software
  • Professional Editions: Client Portals – E-Signature Event Types
  • Reducing PDF File Size
  • Request a Copy of a State Return or Transcript
  • Schedule K-2 Domestic Filing Exception – Entering in Program
  • TaxAct Mobile App
  • Troubleshooting Links for Third-Party Authenticators
  • Uploading Documents with the IRS Document Upload Tool
  • WebView2 Troubleshooting
  • WebView2: Error When Installing
  • Product Information
    • “Not Released” Download Message After Purchase
    • 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
    • Features – Professional Editions
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Professional)
    • How to Access Attachment Manager
    • IRS limit on electronically filed tax returns
    • Macintosh Version Availability
    • 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 – Data Backup Expiration
    • 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 of TaxAct Editions
    • State Program Release Dates
    • Updating Preparer Information
  • Ordering
    • “Not Released” Download Message After Purchase
    • Desktop Versions – Ordering a State From Within the Program
    • Folders Envelopes and Covers
    • Ordering from Outside the United States
    • Placing an Order
    • Release Dates of TaxAct Editions
    • Resubmitting E-File with New Credit Card Number
    • State Program Release Dates
    • TaxAct Product Guarantees
    • TaxAct Software For Previous Years
    • Updating Your Credit Card Information
  • Billing
    • E-Filing – Charges for Resubmitting
    • Professional Editions – E-Filing Prices
    • Refund of TaxAct Product – Processing Time
    • State Program Release Dates
  • Getting Started
    • “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
    • Local Network – Professional Editions
    • Macintosh Version Availability
    • Master Forms Master Instruction Letter
    • Online Network – Professional Editions
    • Options Preferences Toggling Items
    • Prior Year Software No Longer Available
    • Professional Editions – Importing Prior Year TaxAct Returns
    • Professional Editions – Master Information General Tab
    • Professional Editions – Password Expiration Notice
    • Professional Editions – Phone Support
    • Professional Editions – Preparer Invitation Process
    • Professional Editions – Simplified Installation Procedure
    • Professional Editions – Using the Master Information Preparers Tab
    • Sign In Help
    • System Requirements
    • TaxAct Mobile App
    • TaxAct Pro – Purchasing Options
    • 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
    • Create and File Prior Year Tax Returns
    • 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 limit on electronically filed tax returns
    • 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)
    • Uploading Documents with the IRS Document Upload Tool
  • 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
    • Individual – Verification Codes
    • Multiple Returns – Accessing the Wrong One
    • Prepaid E-Filing – Practice ID and EFIN Verification
    • Professional – Recover Online Username or Password
    • Professional – Verification Codes
    • Professional Editions – How to Verify or Check EFIN Status
    • Recover Your Account (Locked or Disabled)
    • 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
    • California – Mandatory E-File
    • Cancel or Modify an E-Filed Return
    • Continuing Education for Tax Professionals
    • E-File Manager Time Outs
    • EFIN Verification Process
    • ERO Not Paid Preparer
    • Form 8879 – ERO PIN (Practitioner PIN)
    • Form 8879 – Practitioner PIN Method
    • Form 8948 – Preparer Explanation for Not Filing Electronically
    • How do I check the status of my client’s refund?
    • 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
    • Practitioner PIN Method (ERO PIN)
    • 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 – Filing VITA/TCE Returns
    • Professional Editions – IRS Requirements for Tax Return Preparers
    • Professional Editions – Submission ID Does Not Transfer
    • Professional Instruction Letter – Mailing a Paper Return
    • Red Alert – AGI/PIN – Zero
    • Red Alert – Massachusetts – Invalid Firm EIN
    • Self-Select PIN vs. Practitioner PIN
    • State Program Release Dates
    • What is a Practice ID and Where to Find (or Enter) Yours
    • Where’s My Refund?
  • General Information
    • ACA Explanation Statement – Entry into TaxAct
    • Entering Corrected Forms
    • Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
    • 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
    • Reports Printing with Columns Missing
    • Request a Copy of a State Return or Transcript
    • State Program Release Dates
    • TaxAct Mobile App
    • Troubleshooting Links for Third-Party Authenticators
    • Uploading Documents with the IRS Document Upload Tool
    • WebView2: Error When Installing
  • TaxAct Professional Enterprise Editions
    • 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: 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
  • Audit Defense
    • Professional Editions: Audit Defense, Powered by Drake Software
  • Client Portals
    • 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
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Using TaxAct

108
  • Clearing the Program Cache
  • Creating and Using a Passkey
  • WebView2 Troubleshooting
  • WebView2: Error When Installing
  • Getting Started
    • Federal Tax Filing Season Opening Date
    • 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
      • Install/Update a State – TaxAct Desktop
      • Installing TaxAct on Multiple Computers
      • Macintosh Version Availability
      • Overridden Values and Alerts for Overridden Fields
      • Running Program Updates
      • System Requirements
      • What Do I Need to File?
      • Zero Entered Appears as Blank Field
    • Professional Preparers
      • “Not Released” Download Message After Purchase
      • Blank Data Remove Space
      • Downloading and Installing TaxAct
      • Macintosh Version Availability
      • 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
      • System Requirements
      • TaxAct Pro – Purchasing Options
    • Online / Over the Web
      • Blank Data Remove Space
      • Clearing Browser Cache
      • Macintosh Version Availability
      • System Requirements
      • Upgraded to Higher Federal Product
      • What Do I Need to File?
      • Zero Entered Appears as Blank Field
  • Printing Issues
    • Printing Your Return and Individual Forms
    • Online / Over the Web
      • Common Printing Difficulties – TaxAct Online
      • Print Return Contains Necessary Supporting Documents
      • Printing Your Return and Individual Forms
      • Printing Your Return and Individual Forms – TaxAct Online
      • Request a Copy of Your Return
      • View Return as PDF
      • What is a PDF?
  • Program Updates
    • Running Program Updates
    • State Program Updates
  • Browser Issues
    • Clearing the Program Cache
    • Download
      • Clearing Browser Cache
      • Running Program Updates
    • Online / Over the Web
      • Browser Locks Up When Printing
      • Clearing Browser Cache
      • Clearing the Program Cache
      • Error Checking Out Online Return
  • Navigating
    • Download
      • Active Forms in Forms and Schedules
      • Alert – Yellow Alert
      • Applying for Federal Student Aid
      • Blue or Red Fields – Calculated Lines, Worksheets, Overrides
      • Cannot Open Form Directly
      • Deleting/Removing a State Return From TaxAct Desktop
      • Donation Assistant
      • Filing Status – Remove Spouse SSN After Importing
      • Form W-2 – Adding, Reviewing, or Deleting
      • IP PIN Received for Dependent
      • Preparing for Next Year
      • Preparing for Next Year – Business Edition
      • Printing Your Return and Individual Forms
      • Reviewing Your Return with Double-Check
      • Running Program Updates
      • Social Security Number – Entering in Program
      • Use Form Entry Method
      • Why do I have to log in to my downloaded TaxAct software?
    • Online / Over the Web
      • Adding Line Item Details
      • Alert – Yellow Alert
      • Applying for Federal Student Aid
      • Deleting a State Return – TaxAct Online
      • Donation Assistant
      • Filing Status – Remove Spouse SSN After Importing
      • Form W-2 – Adding, Reviewing, or Deleting
      • How to Save Your TaxAct Return as a PDF
      • Install/Update a State – TaxAct Online
      • IP PIN Received for Dependent
      • Navigating Within Your TaxAct Online Return
      • Preparing for Next Year
      • Preparing Your Federal Return
      • Printing Your Return and Individual Forms
      • Reviewing Your Return with Double-Check
      • Social Security Number – Entering in Program
      • TaxAct Online – Dashboard View vs. Classic View
      • TaxAct Xpert Support
  • Importing
    • Professional Editions – Preparer PDF Import
    • Online / Over the Web
      • Depreciation – Import Data of Asset Disposed of in Prior Year
      • Depreciation – Importing Information from Prior Years
      • Ex-Spouse Occupation – Removing from Imported Data
      • Import Last Year’s Return
      • Importing Company Accounting Records into Your Return: 1120S or 1065
      • Importing from Another Tax Program
      • What is a PDF?
      • Why Didn’t All of My PDF Data Import?
    • Download
      • Depreciation – Import Data of Asset Disposed of in Prior Year
      • Depreciation – Importing Information from Prior Years
      • Ex-Spouse Occupation – Removing from Imported Data
      • Importing Company Accounting Records into Your Return: 1120S or 1065
      • Importing from Another Tax Program
      • Professional Editions – Preparer PDF Import
      • What is a PDF?
      • Why Didn’t All of My PDF Data Import?
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Tax Help

864
  • 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
  • Trump Account Elections – Form 4547 (IRC 530A)
  • Special Tax Situations
    • Affordable Care Act of 2010
    • Bankruptcy – Declaring Bankruptcy
    • Bankruptcy – Individuals in Chapters 12 and 13
    • Bankruptcy – Individuals in Chapters 7 or 11
    • California – Employer Reporting Requirements
    • Cancel or Modify an E-Filed Return
    • Child(ren) of Divorced or Separated Parents
    • Church Income Schedule SE for Self-Employment Tax
    • Clergy – Exempt Wages and Housing Allowance
    • Clergy – Housing Allowance
    • Community Property States – Federal Allocation Record – Married Filing Separate
    • Court Awards and Damages
    • Create and File Prior Year Tax Returns
    • Death of Taxpayer AND Spouse During Tax Year
    • Death of Taxpayer or Spouse Filing in the Subsequent Year
    • Death of Taxpayer Prior to Filing Return
    • EFTPS – Electronic Federal Tax Payment System
    • Employer Reporting Requirements
    • Estimate Taxes for Future Years
    • 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
    • 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-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-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 8453 – Attachments
    • Form 8846 – Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
    • Form 8960 – Net Investment Income Tax
    • 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
    • I haven’t received my W-2 Form: TaxAct
    • Identity Theft – TaxAct
    • Income Averaging
    • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
    • 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
    • Mortgage Forgiveness Debt Relief Act and Debt Cancellation
    • New York Verification Code
    • Professional Editions – Applying for an Electronic Filing Identification Number
    • Received an IRS or a State Notice
    • Record Retention – How Long to Save Your Return
    • Redacted Return Definition
    • Reporting your occupation on your tax return in TaxAct
    • Schedule C – Self Employed
    • Self Employment – Foreign Earnings
    • Single-Member LLC
    • SSN – Use Name as it Appears on the Social Security Card
    • SSN or ITIN
    • Student Loan Funds Federally Supported
    • TaxAct: Where’s my state income tax refund?
    • Third Party Designee
    • Underpayment Penalty
    • Where’s My Refund?
  • Federal Income
    • Form 1099-MISC – Red Alert
    • Wages/Salaries/Social Security Benefits
      • 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 – 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
      • Basis – Property Received as a Gift
      • 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
      • Cost or Other Basis – Expenses of Sale
      • CUSIP Identification Number
      • Export CSV File – Charles Schwab
      • Form 1040 – Basis in Inherited Property
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • 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 – Restricted Stock Units and Backup Withholding
      • Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals)
      • 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
      • Inherited Stock
      • Joint vs. Separate Capital Gain and Loss Summary
      • 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
      • 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
      • 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 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-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 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 – 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
      • 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 – 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 – 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
      • 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-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-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
      • Independent Contractors
      • Jury Duty Pay and Jury Pay Employer Repayment
      • 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
      • 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
      • 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
    • 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 – General Information
      • Dependents – Income Filing Requirements
      • Dependents – Parent
      • Dependents – Resident of Mexico or Canada
      • Filing Status – Married Person
      • Form W-4 – Exemption From Withholding
      • Locate or Retrieve Your Previous Year AGI
    • Other Taxes
      • 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 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?
      • 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
    • 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
    • States G-L
      • 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 – Pass Through Credits / Non IND-CR Credits
      • Hawaii – Tax ID
      • Idaho – Maintaining a Home for Aged and/or Developmentally Disabled
      • Idaho – New Tax Bill Conformity (2025)
      • Illinois – IL-PIN and E-Filing Eligibility
      • Illinois – Property Tax Credit – Two Primary Residences
      • Illinois – Schedule M Military Subtraction
      • Indiana – CollegeChoice 529 Education Savings Plans
      • Indiana – Economic Development for a Growing Economy Credit EDGE Credit
      • Indiana – Locality
      • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
      • Indiana – Senate Enrolled Act 480 – Military Income
      • Indiana – Tax Add Back
      • Iowa – Low Income Exemption – Not Printing
      • Louisiana – Out Of State Purchases
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • State E-File Status
    • General State Topics
      • Disaster Relief – Tax Provisions By State
      • Filing an Amended Individual State Tax Return
      • Form W-2 – State Information
      • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
      • 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 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?
    • States A-F
      • Arizona – Persons who Qualify as a Dependent
      • Arizona – Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Codes
      • Arizona – Adding a Dependent Not Claimed on the Federal Return
      • 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 – HSA Contribution by Employer Code on Form W-2
      • California – Mandatory E-File
      • 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 – Part-Year Nonresident Section Not Completed
      • DC Earned Income Tax Credit (EITC)
      • 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
    • States M
      • Maryland – Form 502 – Baltimore City Tax Rate
      • Maryland – State Pickup Amount
      • Maryland – Upcoming System Updates and Processing Delays
      • Massachusetts – Death of Taxpayer/Spouse
      • Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)
      • Massachusetts – Form 1099-HC
      • Massachusetts – Senior Circuit Breaker Credit
      • Massachusetts – Tuition and Fees Deduction
      • Massachusetts – Wage Adjustment
      • Michigan – Retirement Pension Subtraction
      • Minnesota – Form M1PR – Property Tax Refund
      • Mississippi – Gambling Withholdings Non-Refundable
      • Missouri – Form MO-CR
      • 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
    • 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 – Form 1099-INT – Exempt Interest
      • New Jersey – No Tax Liability
      • New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
      • New Jersey – State Disability, Unemployment, and Family Leave Insurance
      • 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 – State Itemized Deduction vs. Federal Itemized Deduction
      • New York Verification Code
      • 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
    • States O-S
      • Ohio – School District and Local Withholding on W-2
      • Ohio RITA Municipalities
      • Oregon – American Indian Income Subtraction (Code 300)
      • Oregon – Federal Pension Exclusion Before October 1, 1991
      • Oregon – Injured Spouse RDP Refund Claims
      • Oregon 529 College Savings Network Account and ABLE Account Contribution Credits
      • Oregon Kids Credit
      • Pennsylvania – E-File – Local Earned Income Tax Return
      • Pennsylvania – Local Taxes
      • Pennsylvania – Locality Withholding Local Return
      • Pennsylvania – Retirement Income
      • Preparing Your State Return in TaxAct
      • Request a Copy of a State Return or Transcript
      • South Carolina – New Tax Bill Non-Conformity (2025)
      • State E-File Status
    • 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
      • Texas – Franchise Tax Report
      • Virginia – Code 106 Long-Term Premiums
      • Virginia Conformity to the 2025 Federal New Tax Bill
  • Federal Deductions/Credits
    • 1120 Net Operating Loss (NOL) and Form 1139
    • Earned Income Credit (EIC)
      • Child(ren) of Divorced or Separated Parents
      • Dependents – Who You Can Claim for Certain Tax Benefits
      • 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
      • Form 8862 – Enter or Delete Form Information
      • Presidentially Declared Disasters
      • Professional Editions – Paid Preparer’s Due Diligence Checklist
    • Itemized/Standard Deductions
      • 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
      • Deductible Charitable Contributions and Gifts
      • Depreciation – Home Computers Used For Investments
      • Employee Expense – Form 2106 or Schedule C
      • 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
      • 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
      • Mortgage Insurance Premiums
      • Mortgage Insurance Premiums – Entering In TaxAct
      • 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
      • 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
      • 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
      • 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 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 Paid with Student Loans
      • Voluntarily Including Scholarships in Income
      • Who Claims the Education Credits?
    • Other Deductions/Credits
      • Alimony in Solido
      • 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)
      • Deducting unlawful discrimination legal fees in TaxAct
      • Educator Expense Deduction – Teacher
      • Energy Star Appliance Rebates
      • First-Time Homebuyer / Home Owner Credit
      • Form 1099-H – Health Coverage Tax Credit
      • Form 1099-MISC – Other Income
      • 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 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
      • 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 Tuition Programs (QTP or 529 Plan)
      • Section 529 Plans Deductibility
      • Self-Employed Retirement Plans
      • SSN – Alimony Paid by Both Taxpayer and Spouse
      • Standard Mileage Vehicle Expense
    • 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
      • 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
      • 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
  • Amending Your Return
    • Cancel or Modify an E-Filed Return
    • Create and File Prior Year Tax Returns
    • Filing an Amended Individual State Tax Return
    • Form 1040-X – Filing an Amended Individual Federal Tax Return
    • 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 – Reducing Certain Expenses
      • Form 1120-H – Filing for Homeowners Association
      • Form 1125-E – Compensation of Officers
      • Form 1125-E – Deductible Compensation
      • Form 2553 – Entering or Reviewing
      • Form 8453 – Attaching Signed Form to a Federal Business Return
      • Form 8832 – Entity Classification Election
      • Forms 1120 and 1120-S – Retained Earnings
      • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
      • Officer Compensation vs Salaries
      • Record Retention – How Long to Save Your Return
      • Reporting Corporate Income Reconciliations (Form 1120) in TaxAct
      • Schedule M-1 – Net Income (Loss) per Books
      • Schedule M-3 (Form 1120) – Who Must File
      • Schedule UTP (Form 1120)
      • Schedules L, M-1, and M-2 (Form 1120)
      • Section 179 Expense vs. Bonus Depreciation
      • State and Local Taxes
      • What Happens After You File Your Business Return?
      • Which Business Return Should I File?
    • Partnerships
      • 1065 Schedule K-2 and K-3 – Domestic Filing Exception
      • Accounting Method
      • Adjusted Basis – Increases and Decreases
      • 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
      • Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
      • Connecticut – Change to Pass-Through Entity Tax
      • Entering in Program – Schedule L – Non Recourse Liabilities
      • Form 1065 – Entity Types
      • Form 1065 – Other Deductions or Expenses
      • Form 1065 – Passive vs. Nonpassive Activity
      • Form 8453 – Attaching Signed Form to a Federal Business Return
      • Form 8832 – Entity Classification Election
      • Forms 1065 and 1120-S – Business Credits
      • Limited Liability Company (LLC) – Which Return to File
      • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
      • Partner Capital Account vs. Outside Basis
      • Partnership Capital Account Tax Basis Changes
      • Record Retention – How Long to Save Your Return
      • Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
      • Schedule B-2 – Election Out of the Centralized Partnership Audit Regime
      • Schedule K (Form 1065) – Allocation of Distributive Share Items
      • Schedule K (Form 1065) – Purpose
      • Schedule K-1 (Form 1065) – Guaranteed Payments
      • Schedule K-1 (Form 1065) – Partner Classification
      • Schedule K-1 (Form 1065) – Partners’ Capital Accounts
      • Schedule K-1 (Form 1065) – Purpose
      • Schedule K-1 (Form 1065) – Requirements for Foreign Partners
      • Schedule K-1 (Form 1065) – Section 754 Election
      • Schedule K-2 and K-3
      • Schedule M-1 – Net Income (Loss) per Books
      • Schedule M-3 (Form 1065) – When to Enter in Program
      • Section 179 Expense vs. Bonus Depreciation
      • Single-Member LLC
      • State and Local Taxes
      • Technical Termination
      • What Happens After You File Your Business Return?
      • Which Business Return Should I File?
    • S Corporation
      • 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
      • Accounting Method
      • Adjusted Basis – Increases and Decreases
      • 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
      • 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
      • Form 1120-S – Passive vs. Nonpassive Activity
      • Form 1120-S – Section 179 Depreciation
      • Form 1120-S – Withdrawal to Shareholders
      • Form 2553 – Entering or Reviewing
      • Form 8453 – Attaching Signed Form to a Federal Business Return
      • Form 8832 – Entity Classification Election
      • Forms 1065 and 1120-S – Business Credits
      • Forms 1120 and 1120-S – Retained Earnings
      • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
      • Officer Compensation vs Salaries
      • Record Retention – How Long to Save Your Return
      • S Corporation Distributions
      • Schedule K (Form 1120-S) – Allocation of Distributive Share Items
      • Schedule K (Form 1120-S) – Purpose
      • Schedule K-1 (Form 1120-S) – Purpose
      • Schedule K-2 and K-3
      • Schedule L and M-1 (Form 1120-S)
      • Schedule M-1 – Net Income (Loss) per Books
      • Schedule M-3 (Form 1120-S) – Requirements for Filing
      • Section 179 Expense vs. Bonus Depreciation
      • State and Local Taxes
      • What Happens After You File Your Business Return?
      • Which Business Return Should I File?
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Download

5
  • Print Return Contains Necessary Supporting Documents
  • Request a Copy of a State Return or Transcript
  • Request a Copy of Your Return
  • View Return as PDF
  • What is a PDF?
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Electronic Filing & Printing

170
  • 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 Free File Alliance – Qualifications
  • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
  • Republic Bank – Direct Withdrawal Explanation
  • Understanding Your Tax Refund or Amount Owed in TaxAct
  • Electronic Filing
    • AGI, Self-Select PIN, and Electronic Authentication
    • Alert – Red Alert – E-Filing – PTC Alert Adjustment Should be Negative Number
    • Answers to Top E-Filing Questions
    • Cancel or Modify an E-Filed Return
    • Consent to Use and Consent to Disclose
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    • Consumer Product Offerings
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    • E-Filing – Form 8453 and Submission ID
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    • Electronic Funds Withdrawal Change Account Number
    • Federal Tax Filing Season Opening Date
    • File My Return with TaxAct
    • Filing a State Individual Tax Return Extension
    • Foreign Address – Entering in Program
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
    • Form 7004 – Filing a Federal Business Return Extension
    • Form 8453 – Attachments
    • Form 8863 – Education Credits
    • Form 990 – Rejection – Schedule B, Item H Checkbox Not Checked
    • Form W-2 – E-Filing with Nontaxable Combat Pay
    • How to Access Attachment Manager
    • Including Attachments With Return
    • Incorrect ZIP Code
    • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
    • Ineligible for Self-Select PIN Method
    • IRS Forms Not Yet Released – TaxAct
    • IRS limit on electronically filed tax returns
    • IRS Modernized e-File System Shutdown Period
    • IRS Reject Codes – IND-031-04 and IND-032-04
    • IRS Reject Codes – IND-039, IND-040, and IND-041
    • IRS Reject Codes – IND-180, IND-181, IND-182, and/or IND-183
    • IRS Reject Codes – Name, Birthdate, SSN Mismatch
    • IRS Reject Codes – R0000-902-01
    • IRS Reject Codes – Self-Select PIN/AGI Mismatch
    • K-1 Basis Worksheet – PDF Attachment Option for Form 7203
    • Locate or Retrieve Your Previous Year AGI
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • PDF Attachment – Problem Attaching File
    • Previewing the 1040 Form – Online
    • Print E-Filing Instructions When Returning to Tax Return
    • Refund Advance
    • Refund Delays for Those Claiming EITC and ACTC
    • Refund Disbursement: Paper Check (2025 Change)
    • Reject Error for W-2, W-2G, or 1099-R
    • Rejection Code F8962-043-02
    • Rejection Due to Adjusted Gross Income (AGI)
    • Request a Copy of Your Return
    • Rule Number F8962-070
    • Section 83(b) Election
    • Social Security Number Recently Changed
    • State Driver License Information
    • State Return Status Must Match Federal Return Status
    • Steps to Submit an Electronic Return
    • Stopping E-Files
    • Submission ID – Modernized e-File
    • Submit Previous Year Returns by E-File
    • Tax Due Payment Methods (Federal Only)
    • U.S. Series I Savings Bonds
    • What Do I Need to File?
    • What to Know After You E-File
    • Where’s My Refund?
  • Checking Your E-file Status
    • After Filing a Tax Return – Next Steps
    • Check E-File Taxes Status – TaxAct
    • Dependent Rejection
    • E-File Status
    • Fixing an IRS Rejected E-File
    • Form W-2 – Make a Change After E-Filing
    • How to Know if Your Return Has Been Filed
    • IRS limit on electronically filed tax returns
    • IRS Reject Codes – Dependent Information
    • IRS Reject Codes – Employer’s or Payer’s ID Number
    • IRS Reject Codes – F1040-510
    • IRS Reject Codes – F1040-513 and F1040A-513
    • IRS Reject Codes – IND-031-04 and IND-032-04
    • IRS Reject Codes – IND-512, F1040-512, and F1040SSPR-512
    • IRS Reject Codes – Married Filing Separately
    • IRS Reject Codes – Name, Birthdate, SSN Mismatch
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    • IRS Reject Codes – Self-Select PIN/AGI Mismatch
    • Most Common E-File Error and Rejection Codes
    • Refunds – Processing Delays or Issues
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    • What to Know After You E-File
    • Where’s My Refund?
  • State E-files
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    • Credit for Taxes Paid to Other State or Jurisdiction
    • Filing a State Individual Tax Return Extension
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    • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
    • Preparing Your State Return
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    • State E-File Status
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    • Continuing Education for Tax Professionals
    • Form 8879 – ERO PIN (Practitioner PIN)
    • How do I check the status of my client’s refund?
    • IRS Reject Codes – IND-039, IND-040, and IND-041
    • Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
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    • Professional Editions – E-Filing Payment Methods
    • Professional Editions – EFIN Required Before Getting Started With E-Filing
    • Professional Editions – Filing VITA/TCE Returns
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    • Professional Editions – Submission ID Does Not Transfer
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    • Self-Select PIN vs. Practitioner PIN
    • Where’s My Refund?
  • Filing Your Paper Return
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    • File My Return with TaxAct
    • Filing a State Individual Tax Return Extension
    • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
    • Form 4868 – Printing a Copy
    • Form 8453 – Attachments
    • Ineligible for Self-Select PIN Method
    • IRS Forms Not Yet Released – TaxAct
    • Mailing Addresses for Filing
    • State Return Status Must Match Federal Return Status
    • What Do I Need to File?
    • Where’s My Refund?
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    • Professional Editions – Enter Default Credit Card Information
    • Professional Editions – Santa Barbara Tax Products Group (TPG) – Not Accepting Applications
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    • Professional Editions – Santa Barbara Tax Products Group (TPG) setup
    • Refund Advance
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    • Republic Bank – Customer Service
    • Republic Bank – Direct Withdrawal Explanation
    • Santa Barbara Tax Products Group (TPG) – Customer Service
    • Santa Barbara Tax Products Group (TPG) – Enrollment Window
    • Santa Barbara Tax Products Group (TPG) – EFIN Not Enrolled
    • Santa Barbara Tax Products Group (TPG) – Enrollment
    • Santa Barbara Tax Products Group (TPG) – Fast Cash Advance (FCA) Option Not Showing
    • Using the American Express Serve® Card for Your Tax Refund
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Desktop Users

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  • Consumer Desktop Editions – Locating Return Files
  • Create and File Prior Year Tax Returns
  • Desktop Software Integration – Consumer Desktop
  • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
  • IRS limit on electronically filed tax returns
  • Mailing Addresses for Filing
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  • Transfer TaxAct to a New Computer – Desktop
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News & Reference

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  • Uploading Documents with the IRS Document Upload Tool
  • Tax News & Important Dates
    • “No Tax on Tips” – Qualified Tips and the New Tax Bill
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    • Federal Tax Filing Season Opening Date
    • Form 4547 – Trump Account Election – Entering in TaxAct
    • Increased SALT Limit (2025)
    • New Tax Bill (2025)
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    • Some Refunds Delayed to Combat Fraud
    • Tax Cuts and Jobs Act
    • Trump Account Elections – Form 4547 (IRC 530A)
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    • Where’s My Refund?
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    • I haven’t received my W-2 Form: TaxAct
    • Identity Theft – TaxAct
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    • Canceled Debt, Abandonments, Foreclosures – IRS Publication 4681
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    • Form 1095-A – Nondependent Coverage
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