information
- “Not Released” Download Message After Purchase
- Adding a newborn child as a dependent in TaxAct
- All Return Types One Shortcut – Professional Editions
- Auto-Completion Based on Income Entries – Professional Editions
- Bank Routing Number and Account Number Location
- Blue or Red Fields – Calculated Lines, Worksheets, Overrides
- Business – Bad Debt
- Can My Return Be Reviewed for Best Refund?
- Cannot Open Form Directly
- Capital Gains and Losses – Sale of Home – Short Sale Real Estate
- Capital Gains and Losses – Sale of Home – Two Homes in Tax Year One with Loss on Sale
- Capital Gains and Losses – Sale of Vacation Home
- Changes to Dependent Citizenship Selections – ITIN vs SSN
- Changing Basic Information (Name, SSN, Birthdate)
- Changing the “Claimed as Dependent on Someone Else’s Return” Entry
- Charitable – Desktop and Professional Editions – Detailed Information Dialog Box Limited to 250 Entries
- Charitable – Online Editions – Detailed Information Dialog Box Limited to 50 Entries
- Child Tax Credit – Nonrefundable Credit
- Client Xchange Product Description
- Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
- Connecticut – Part-Year Nonresident Section Not Completed
- Contacting the IRS
- Deducting unlawful discrimination legal fees in TaxAct
- Definitions – Government Issued Numbers: EFIN, ERO, ETIN, EIN, ITIN, PTIN, and TIN
- Delete Client From Client Manager
- Dependents – General Information
- Dependents – Parent
- Dependents – Resident of Mexico or Canada
- Dependents – Support Test to Be a Qualified Child
- Dependents – Temporary Absence Residency Test
- Depreciation – Amortization Code
- Depreciation – Asset Completely Depreciated
- Depreciation – Number of Assets Allowed for Form 4562
- Disaster – Tax Relief Assistance
- Disaster Relief – Tax Provisions By State
- E-Filing – Establishing Credentials in Your TaxAct Account
- E-Filing – Incorrect Bank Information for Direct Deposit
- E-Filing – Resubmitting Returns Due to Errors Made or Missing Information
- E-Filing Instruction Letter – Professional Editions
- Education Credits – High School Student Taking College Classes
- Education Credits and Deductions – American Opportunity Credit
- Education Credits and Deductions – Dependent on Another Return
- Education Credits and Deductions – Dependent on Another Return – Modify Selection
- EFIN Verification Process
- Electronic Filing PIN Change
- Employer Reporting Requirements
- Entering Information from Form W-2, Box 14
- Enterprise Cloud: Return Checkout, Missing Info, Missing Returns, Unable to Save
- Enterprise Editions: How to Import Last Year’s TaxAct Professional Information and Returns
- Estimated Tax Payments – Initial Software Version Only Payments for Current Year
- Fixing Incorrect Routing Number After E-File
- Foreign Address – Entering in Program
- Foreign Income
- Form 1040 – Address Does Not Fit Length of Field
- Form 1040 – Retirement
- Form 1040-NR – Cannot File Jointly
- Form 1041 – State Tax Products
- Form 1065 – Entity Types
- Form 1065 – Return Due Date
- Form 1098-T – Adjustment and Recapture of Credit
- Form 1099-B – Import Stock Information from CSV File
- Form 1099-DIV – Entering Dividend Income in Program
- Form 1099-G – Box 2 – Entering State Income Tax Refund in Program
- Form 1099-INT – 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-MISC – Gross Proceeds Paid to an Attorney
- Form 1099-MISC – Other Income
- Form 1099-MISC – Payer Made Direct Sales of $5,000 or More
- Form 1099-R – Basic Information
- Form 1099-R – Excess 401k Contributions
- Form 1099-R – Retired Minister Housing Allowance
- Form 1099-SA – Distributions from an HSA
- Form 1120-H – U.S. Income Tax Return for Homeowners Associations
- Form 2106 – Number of Vehicles for Taxpayer and Spouse
- Form 2441 – Entering Child and Dependent Care Expenses in Program
- Form 4136 – Fuel Tax Credit
- Form 4684 – Casualty and Theft
- Form 4868 – Printing a Copy
- Form 5695 – Energy Star Federal Tax Credits for Energy Efficiency
- Form 7004 – Filing a Federal Business Return Extension
- Form 8275 – Preparer Regulations
- Form 8839 – Adopting More Than Six Children
- Form W-2 – Adding, Reviewing, or Deleting
- Form W-2 – Employee Expense Reimbursements
- Form W-2 – Errors That Could Prompt a Notice
- Form W-2 – State Withholdings
- Form W-2 – Wages Exempt by Tax Treaty
- Form W-2G – Entering Gambling Winnings in Program
- Form W-4 – Calculating For Allowances Adjustment
- Form W-4 – Employee’s Withholding Allowance Certificate
- Forms RRB-1099 and RRB-1099-R – Railroad Retirement
- Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
- Georgia – Direct Deposit Limitations
- Health Care Credit
- Health Insurance Cost on W-2 – Code DD
- Health Insurance Coverage – Entering in Program
- Health Insurance Coverage in Year of Birth or Death
- How to Access Attachment Manager
- How to Obtain a Copy of a Tax Return
- Illinois – Property Tax Credit – Two Primary Residences
- Important Information for the Tax Filing Deadline
- Importing From Fidelity
- Including Attachments With Return
- Individual Shared Responsibility Provision – Income
- Individual Shared Responsibility Provision – Penalty/Fee
- Inheritance – General Information
- IP PIN Received for Dependent
- IRS – Contact Information
- IRS – Information for Small Businesses
- IRS Contact Information
- IRS Filing Requirements
- IRS Forms – General Information
- IRS Guidance for Sharing Economy
- IRS Modernized e-File System Shutdown Period
- IRS Phone Support
- Locating the Desktop TaxAct Version
- Locked Data File (prXXmaster.dat, etc.) – Professional Editions
- Manage or Update Account Information (Name, Address, Username, or Password)
- Married Filing Separate – Itemized Deductions Forced
- Maryland – Form 502 – Baltimore City Tax Rate
- Massachusetts – Form 1099-HC
- Master Information Open Prompt – Enterprise Network
- Medical Expenses – Pre-Tax Medical Premiums
- Military – IRS Websites
- Military – Residence
- Miscellaneous Deductions
- Montana – Montana Itemized Deduction Schedule Line 9 Mortgage Interest
- Mortgage Interest – Foreign Home
- Multiple Returns – Taxact Desktop
- New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
- New York – Form 1099-G Does Not Match Prior Year Refund Received
- New York – Public Employee Retirement 414(h) Contributions
- Notes and Explanations for E-Filing
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Notice Review – General Information
- Opening TaxAct in Multiple Browser Windows
- Oregon – Injured Spouse RDP Refund Claims
- Pennsylvania – Local Taxes
- Pennsylvania – Retirement Income
- Personal Property Taxes Paid
- Phishing vs. Legitimate Emails: How to Tell the Difference
- Practice Information Not Saving Successfully In The Professional Program
- Prepaid E-Filing – Practice ID and EFIN Verification
- Preparer – Instruction Letter for Pro Client – Mail or E-File
- Preparer Regulations – New York Paid Preparer Information
- Preparing Your State Return
- Prior Year Tax Refund Withheld By State
- Professional Editions – Only One Preparer Listed in Reports
- Professional Editions – Add or Edit Master Information
- Professional Editions – Backing Up Client Returns and/or Preparer Information
- Professional Editions – Displaying Practice ID
- Professional Editions – Enter Default Credit Card Information
- Professional Editions – Importing Prior Year TaxAct Returns
- Professional Editions – Locking Returns After E-Filing
- Professional Editions – Paid Preparer’s Due Diligence Checklist
- Professional Editions – Preparer Invitation Process
- Professional Editions – Rebuilding Client Manager Information
- Professional Editions – Self-Employed Indicated in Master Information
- Professional Editions – Unique PTIN for Each Preparer Required
- Professional Editions – Updating Return Status, Payment Status, or Assigned Preparers
- Professional Editions – What’s New This Year
- Professional Instruction Letter – Mailing a Paper Return
- 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 Dividends and Capital Gain Tax
- Red Alert – Taxpayer is Under Age 16 and Cannot E-File
- Refinancing
- Release Dates – Professional Editions
- Remove Return or Submit Privacy Request (Erasure Request)
- Removing Preparer Information from Client Return
- Reporting a dependent’s W-2 on a tax return
- Request a Copy of a State Return or Transcript
- Resend Preparer Invitation
- Resubmitting E-File with New Credit Card Number
- Roth IRA – Designated Roth Accounts
- Rule Number IND-943 Spouse SSN Systemically Locked No Filing Requirement
- Sales Tax – Elect General Sales Tax Deduction or State Income Tax Deduction
- Sales Tax – General Information
- Schedule A (Form 1040) – Entering Itemized or Standard Deductions in Program
- Schedule B-2 – Election Out of the Centralized Partnership Audit Regime
- Schedule C – Ongoing Business – No Income or Expenses During the Tax Year
- Schedule C – Your Own Business
- Schedule E – Allocation of Rental and Personal Expenses
- Schedule E – Entering Depreciation in Program
- Schedule E – Number of Properties Supported
- Schedule E – Rental of Duplex Expenses
- Schedule E, Page 2 – No Name or EIN off a Schedule K-1
- Schedule F – Entering Farm Income in Program
- Schedule F – Line E Materially Participate
- Schedule K-1 (Form 1041) – Entering in Program
- Schedule K-1 (Form 1065) – Specific Boxes
- Schedule K-1 (Forms 1065 or 1120-S) – Importing and Exporting TaxAct Returns Only
- Schedule SE – Adjustments
- Section 529 Plans Deductibility
- Security and Passwords – Professional Permissions
- Setting Up Direct Deposit (One or Multiple Accounts)
- Single-Member LLC
- Social Security Administration Toll Free Phone Number
- Social Security Benefits – Form 1099-SSA Box 3
- SSN – Use Name as it Appears on the Social Security Card
- State Program Release Dates
- States Requiring Driver’s License or State ID for E-Filing
- Student Information – No Students Listed in Drop-Down
- Tax Refund Direct Deposit in Multiple Accounts – TaxAct
- Updating Preparer Information
- Updating Your Credit Card Information
- Uploading Documents with the IRS Document Upload Tool
- What to Know Before You E-file
- Where To File – Filing Address
- Wisconsin – Homestead Credit Notes and Attachments Checklist
- Zero Entered Appears as Blank Field