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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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  • Managing Your Return
    • Finding & Managing Returns
      • Client Xchange Product Description
      • Consumer Desktop Editions – Locating Return Files
      • How to Back Up Returns or Restore Backups with TaxAct Desktop
      • Request a Copy of Your Return
      • Scannable Returns
      • TaxAct Refer-a-Friend Program
    • Printing & Saving Returns
      • Common Printing Difficulties – TaxAct Online
      • Copy of Return/Print Return
      • Form 4868 – Printing a Copy
      • Form Prints with Masked Data
      • How to Print Client Organizers
      • How to Save Your TaxAct Return as a PDF
      • PDF Attachment – Problem Attaching File
      • PDF Print Area Smaller Than Page
      • Print Filing Instructions Online and Desktop
      • Print Return Contains Necessary Supporting Documents
      • Printing Your Return and Individual Forms – Desktop
      • Printing Your Return and Individual Forms – TaxAct Online
      • Prior Year Comparison Analysis Entering Data and Printing
      • Record Retention – How Long to Save Your Return
      • Schedule B – When to Use/Print Only if Required
      • States Not Showing in Select States Dialog, Not Printing
      • View Return as PDF
      • What is a PDF?
  • Preparing Your Return
    • Importing Tax Data
      • Convert a Trial Balance Spreadsheet to a CSV File
      • Ex-Spouse Occupation – Removing from Imported Data
      • Export and Download CSV Files from Accounting Software
      • Export CSV File – Charles Schwab
      • FAFSA – Change in Calculation from Year to Year
      • Form W-2 Import
      • Import – How to Import
      • Import Last Year’s Return
      • Import Two Single Returns to One Married Return
      • Importing from Another Tax Program
      • Remove or Delete Imported Description Field
      • Taxpayer Advocate
      • Why Didn’t All of My PDF Data Import?
    • Family, Dependents & Filing Status
      • Adding a newborn child as a dependent in TaxAct
      • Adding dependents to your tax return in TaxAct
      • Arizona – Persons who Qualify as a Dependent
      • Arizona – Adding a Dependent Not Claimed on the Federal Return
      • Changing the “Claimed as Dependent on Someone Else’s Return” Entry
      • Child Required to File Own Tax Return – Dependent or Child Income
      • Child(ren) of Divorced or Separated Parents
      • Community Property States – Federal Allocation Record – Married Filing Separate
      • Community Property States – How to Allocate Income (Separated Spouses)
      • Dependent of Another Taxpayer Filing Their Own Return
      • Dependents – ATIN Not Received for Adopted Child
      • Dependents – Child Born and Died with No SSN
      • Dependents – Child Stillborn
      • Dependents – Entering and Reviewing
      • Dependents – Entering Hyphenated Last Name or Two Last Names in Program
      • Dependents – Entering Information in Program
      • Dependents – Entering Type Information in Program
      • Dependents – Ex-Spouse
      • Dependents – Final Determination if Eligible
      • Dependents – General Information
      • Dependents – Income Filing Requirements
      • Dependents – Number of Months Adopted Child Lived With You
      • Dependents – Parent
      • Dependents – Permanently and Totally Disabled
      • Dependents – Resident of Mexico or Canada
      • Dependents – Support Test to Be a Qualified Child
      • Dependents – Support Test to Be a Qualifying Relative
      • Dependents – Tax on Investment Income of Certain Children
      • Dependents – Temporary Absence Residency Test
      • Dependents – Who You Can Claim for Certain Tax Benefits
      • Employee or Independent Contractor
      • Entering in Program – Dependent on Other Return
      • Entering in Program – Educator Expenses
      • Filing Status – Entering in Program
      • Filing Status – Head of Household
      • Filing Status – Head of Household – Clear Qualifying Person Imported Information
      • Filing Status – Married Person
      • Filing Status – Remove Spouse SSN After Importing
      • Form 8332 – Release of Claim to Dependent for Exemption
      • Form 8379 – Injured Spouse Filed After Return E-Filed
      • Form 8833 – Tax Treaty Return
      • Form 8862 – Enter or Delete Form Information
      • Form 8924 – Transfers of Qualifying Geothermal/Mineral Interests
      • Form W-2 – Student FICA Exemption
      • Form W-4 – Exemption From Withholding
      • Head of Household – Non-Related Adult
      • Head of Household – SSN for Qualifying Child
      • Independent Contractors
      • Injured Spouse vs Innocent Spouse
      • Iowa – Low Income Exemption – Not Printing
      • IP PIN Received for Dependent
      • Married Filing Separate – Lived Apart from Your Spouse the Entire Year
      • Oregon – Injured Spouse RDP Refund Claims
      • Qualifying Child
      • Qualifying Child – of Noncustodial Parent
      • Qualifying Education Expenses – Room and Board
      • Qualifying Relative – Dependency Test
      • Reporting a dependent’s W-2 on a tax return
      • Sales Tax – Claimed as a Dependent On Another Return
      • Splitting a “Married Filing Joint” Return
    • Income & Wages
      • Alimony
      • Alimony in Solido
      • Canceled Debt – Is It Taxable or Not?
      • Cash For Keys
      • Child Support
      • Child Support Payments Made
      • Clergy – Exempt Wages and Housing Allowance
      • Court Awards and Damages
      • Entering Information from Form W-2, Box 14
      • Entry Limit Amount Limit
      • Error Codes 1099R-502-01, F2439-502, FW2-502, and FW2G-502 – Error on EIN Employer ID Number
      • Form 1040 – Address Does Not Fit Length of Field
      • Form 1040 – File Prior Years
      • Form 1040 – Household Employee
      • Form 1040 – Other Income
      • Form 1040 – Other Income Attached
      • Form 1040 – Unemployment Compensation
      • Form 1042-S – Box 1 Code 28 Gambling Winnings, Entry in Program
      • Form 1042-S – Box 1 Code 50 Other Income
      • Form 1042-S – Box 1, Code 16 Scholarship or Fellowship Income
      • Form 1099-A – Foreclosure/Repossession
      • Form 1099-C – Cancellation of Debt
      • Form 1099-C – Number of Forms Supported Entry of More Than Ten Forms
      • Form 1099-CAP – Changes in Corporate Control and Capital Structure
      • Form 1099-DA – Entering Transactions
      • Form 1099-G – Box 5 – RTAA Payments
      • Form 1099-G – Box 6 – Taxable Grants
      • 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-K – Payment Card and Third Party Network Transactions
      • Form 1099-LTC – Long-Term Care and Accelerated Death Benefits
      • Form 1099-PATR – Taxable Distributions Received from Cooperatives
      • Form 1099-Q – Payments from Qualified Education Programs
      • Form 1099-QA – Distributions from ABLE Accounts
      • Form 1099-S – Easement Purchase of Right of Way of Land for County Use
      • Form 1099-S – Proceeds from Real Estate Transactions
      • Form 1099-S – Sale of Real Estate Property
      • Form 1099-S – Whether Sale of Home is Reportable
      • Form 1099-SA – Distribution From a Medicare Advantage MSA
      • Form 1099-SA – Distributions From an Archer or Medicare Advantage MSA
      • Form 3903 – Moving Expenses – Who Can Claim
      • Form 4361 – Exempt Clergy Income or Wages
      • Form 4852 – W-2 Substitute Form – TaxAct
      • Form 8815 – Series EE Bond Exclusion
      • Form 8959 – Additional Medicare Tax Reconcile Against Form W-2
      • Form 982 – Reduction of Tax Attributes
      • Form T – Sale of Timber But Not in Timber Business
      • Form W-2 – Adding, Reviewing, or Deleting
      • Form W-2 – Combat Pay
      • Form W-2 – Elective Deferrals Limits
      • Form W-2 – Employee Expense Reimbursements
      • Form W-2 – Employer’s State ID Number
      • Form W-2 – Entering in Program
      • Form W-2 – ESOP Same Day Sale Income Included
      • Form W-2 – Exclusion From Income
      • Form W-2 – Filing Multiple Copies
      • Form W-2 – IPERS
      • Form W-2 – More Than Eight State and Local Withholdings
      • Form W-2 – Moving Expense Reimbursements
      • Form W-2 – Multiple Forms W-2 with Information from Multiple States
      • Form W-2 – Must Select Appropriate Owner
      • Form W-2 – Non-Taxable Combat Pay
      • Form W-2 – Short-Term Disability Pay
      • Form W-2 – State Information
      • Form W-2 – State Withholdings
      • Form W-2 – Statutory Employee
      • Form W-2 – Tier I Medicare Railroad Retirement
      • Form W-2 – Use Final Pay Stub as Substitute
      • Form W-2 – Use of Company Car/Vehicle
      • Form W-2 – Wages Exempt by Tax Treaty
      • Form W-2C – Checkbox Only
      • Form W-2C – Corrected Form W-2
      • Form W-2G – Entering Gambling Winnings in Program
      • Form W-2G – Gambling – Number of Forms Supported
      • Form W-2G – State ID Number
      • Form W-2VI – Withholding Listed in Box 2 and on Form 8689
      • Forms W-2 or 1099 – Rounding Off to Whole Dollars
      • Forms W-2, 1098, and 1099 – Where to Report Items
      • Foster Care Provider/Foster Parent Income
      • Gambling Winnings and Losses
      • Health Insurance Cost on W-2 – Code DD
      • Hobby Income and Expenses
      • I haven’t received my W-2 Form: TaxAct
      • Jury Duty Pay and Jury Pay Employer Repayment
      • Legal Settlement – Taxable vs. Nontaxable
      • Life Insurance Proceeds – Death Benefit
      • Mandatory State Disability and Unemployment Insurance Contributions
      • MFJ vs. MFS – Federal and State
      • Military – Spouses Residency Relief Act (Spouse Income Nontaxable in Stationed State)
      • Nontaxable Income
      • Other Income – Estate Executor/Administrator Income
      • Puerto Rico – How to report this income
      • Rents from Personal Property – Nonbusiness Income and Expenses
      • Rounding W-2s
      • Schedule 1 (Form 1040) – Other Income Lines Available
      • Schedules C and SE – Newspaper Carriers and Distributors
      • Scholarships and Fellowships
      • Severance Pay
      • State 2D Barcodes
      • States – U.S. Possessions Which Tax Returns to File
      • Tax Brackets Wage Brackets
      • Tax Calculator
      • Tax Rates: Marginal and Effective
      • TaxAct: How do I complete my tax return if I live in one state and work in another?
      • TaxAct: How do I report a Flexible Spending Account (FSA) from my W-2 form on my tax return?
      • Tips – Reported, Unreported, and Allocated
      • Unemployment Compensation – Fully Taxable
      • VA Disability Pay – Veterans Disability Income
      • Workers’ Compensation
    • Investment Income
      • Adjusted Basis – Increases and Decreases
      • Alaska – Permanent Fund Dividends
      • Basis – Property Received as a Gift
      • Capital Gains and Losses – Adjusted Basis Broker Fee
      • Capital Gains and Losses – Average Basis Mutual Fund
      • Capital Gains and Losses – Bitcoin and Other Virtual Currency
      • Capital Gains and Losses – Calculating Gains and Losses
      • Capital Gains and Losses – Capital and Noncapital Assets
      • Capital Gains and Losses – Capital Gains Collectibles 28% Rate Gain
      • Capital Gains and Losses – Capital Loss Carryover
      • Capital Gains and Losses – Capital Loss Limit and Carryforward to Next Year
      • Capital Gains and Losses – Cost Basis
      • Capital Gains and Losses – Depreciation Recapture – Asset Disposal
      • Capital Gains and Losses – Dividends Received on Restricted Stock
      • Capital Gains and Losses – Employee Stock Purchase Plans
      • Capital Gains and Losses – Inherited Home
      • Capital Gains and Losses – Loss Carryover From Previous Year
      • Capital Gains and Losses – Nonbusiness Bad Debts
      • Capital Gains and Losses – Restricted Stock Units RSUs and Backup Withholding
      • Capital Gains and Losses – Sale of Home – Business Use of Home
      • Capital Gains and Losses – Sale of Home – Short Sale Real Estate
      • Capital Gains and Losses – Sale of Home – Two Homes in Tax Year One with Loss on Sale
      • Capital Gains and Losses – Sale of Vacation Home
      • Capital Gains and Losses – Section 1202 Exclusion
      • Capital Gains and Losses – Selling Expenses from Sale of Home
      • Capital Gains and Losses – Short Sale Dividends Paid Payments in Lieu of Dividends
      • Capital Gains and Losses – Short-Term Capital Gain
      • Capital Gains and Losses – Stock Options – Nonqualified with example
      • Capital Gains and Losses – Stock Split
      • Capital Gains and Losses – Various Purchase Dates
      • Capital Gains and Losses – Worthless Securities
      • Capital Gains and Losses – Writers of Calls and Puts
      • Capital Gains Reports – Long-Term and Short-Term Reports
      • Cost Basis – Merger or Acquisition
      • Cost or Other Basis – Expenses of Sale
      • CUSIP Identification Number
      • Depreciation – Adjusted Cost Basis Calculation Example
      • Depreciation – Cost Basis
      • Depreciation – Cost Basis of Home Converted from Residence to Rental
      • Figuring Annualized Income with a Net Capital Loss
      • Form 1040 – Basis in Inherited Property
      • Form 1099-B – Create Your Own Spreadsheet (CSV File)
      • Form 1099-B – Entering Capital Gains and Losses in Program
      • Form 1099-B – Entering in Program
      • Form 1099-B – Import Individual Stock Transactions from Brokerage or Financial Institution
      • Form 1099-B – Import Stock Information from CSV File
      • Form 1099-B – Noncovered Security
      • Form 1099-B – Restricted Stock Units and Backup Withholding
      • Form 1099-B – Separate Line Reporting Exceptions (Schedule D or 8949 Summary Totals)
      • Form 1099-DIV – 100 Supported NOT SENT With Return
      • Form 1099-DIV – Entering Dividend Income in Program
      • Form 1099-DIV – Entering Dividends in Program
      • Form 1099-DIV – Entering Tax Exempt in Program
      • Form 1099-DIV – No EIN or Payer’s FEIN
      • Form 1099-DIV – Nominees
      • Form 1099-DIV – Nondividend Distribution
      • Form 1099-DIV – Reinvested Dividends
      • Form 1099-DIV – Rounding
      • 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 – Interest Earned for the Year is More than $10
      • Form 1099-INT – Interest Redeemed on U.S. Savings Bonds That Was Reported Previously
      • Form 1099-INT – No EIN, No Payers FEIN
      • Form 1099-INT – Nominees
      • Form 1099-INT – Number of Forms Supported
      • Form 1099-OID – Entering in Program
      • Form 1099-OID – Number of Forms Supported
      • Form 1099-OID – Tax Exempt Issue Discount
      • Form 2439 – Undistributed Capital Gains
      • Form 3921 – Exercise of an Incentive Stock Option Under Section 422(b)
      • 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 8621 – Dividend Income
      • Form 8621 – Fillable Form – Return by a Shareholder of a PFIC or Qualified Electing Fund
      • Form 8949 – Forcing to Print When Not Required
      • Form 8949 and Form 1099-B – Enter Stock Transactions
      • Forms 1099-INT or 1099-OID – Penalty on Early Withdrawal of Savings
      • Forms 8615 or 8814 – Children Investment Income aka Kiddie Tax
      • Gains and Losses – Short-Term and Long-Term
      • Inheritance – General Information
      • Inherited Stock
      • Joint vs. Separate Capital Gain and Loss Summary
      • Life Insurance Benefits
      • Mark-to-Market – Day Traders in Securities
      • Medicare Tax on Investment Income – Sale of Main Home
      • New Jersey – Form 1099-INT – Exempt Interest
      • New York – Form 1099-INT – Exempt Interest
      • Pennsylvania – Schedule B – Tax-Exempt Dividends and Exempt-Interest Dividends
      • Qualified Dividends and Capital Gain Tax
      • Reporting interest of $10 or less from Form 1099-INT in TaxAct
      • Sale of Home – Sale of Main Home
      • Schedule D – AMT Calculation
      • Schedule D – Entering Capital Loss Carryover from Prior Year in Program
      • Schedule D – Home Sale Worksheet
      • Schedule D – Multiple Entries Direct Entry Forms – Desktop
      • Schedule D – Sale of Inherited Property
      • Schedule D – Space for Amounts Up to Nine Digits
      • Schedule D – Viewing Tax Worksheet
      • Schedule D (Form 1040) – Capital Gains and Losses
      • Schedule D (Form 1040) – Do Not Need to File
      • Schedule K-1 – Additional Information
      • Seller-Financed Mortgage
      • Stock Assistant
    • Self-Employment & Schedule C
      • Business Income vs. Nonbusiness Income
      • Church Income Schedule SE for Self-Employment Tax
      • Clergy – Schedule C or Form 2106 Expense Adjustment
      • Earned Income Credit – Self Employment Expenses
      • Employee Expense – Form 2106 or Schedule C
      • Form 1099-MISC – Assignment Worksheet
      • Form 1099-MISC – Deleting Blank Forms
      • Form 1099-MISC – Entering Federal or State Withholding in Program
      • Form 1099-MISC – Entering in Program
      • Form 1099-MISC – Entering Other Income in Program
      • Form 1099-MISC – Excess Golden Parachute Payments
      • Form 1099-MISC – Federal or State Withholding
      • Form 1099-MISC – General Information NOT SENT With Return to IRS
      • Form 1099-MISC – Gross Proceeds Paid to an Attorney
      • Form 1099-MISC – Issuing to Vendors
      • Form 1099-MISC – Medical and Health Care Payments
      • Form 1099-MISC – Nominee Income
      • 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 – Reviewing
      • Form 1099-MISC – Section 409A Deferrals
      • Form 1099-NEC – Nonemployee Compensation
      • Form 2106 – Per Diem – Schedule C
      • Form 2106, Schedule F, or Schedule K-1 Business Use of Home Worksheet
      • Form 2290 – Heavy Highway Use Tax
      • Form 2441 – Self Employment Loss
      • Form 8829 – Business Use of Home – Multiple Additions or Improvements
      • Form 8829 – Business Use of Home Direct versus Indirect Expenses
      • Form 8849 – Claim for Refund of Excise Taxes
      • Investment Income or Self-Employment / Business Income Flipping Houses
      • IRS Guidance for Sharing Economy
      • Married Filing Separate – Community Property States with Self-Employment Income
      • Multiple Returns – Taxact Desktop
      • Per Diem Standard Rate for Transportation Industry
      • Qualified Business Income Deduction – Sole Proprietor Income
      • Schedule C – Accounting Method
      • Schedule C – Amortization Business Start-Up Costs
      • Schedule C – Business Activity Codes
      • Schedule C – Business Use of Home
      • Schedule C – Deleting from Form 1099-MISC Entries
      • Schedule C – Depletion
      • Schedule C – Entering Business Expenses in Program
      • Schedule C – Entering Sole Proprietorship in Program
      • Schedule C – Helpful Information For New Businesses
      • Schedule C – Inventory Cost of Goods Sold
      • Schedule C – Investment at Risk
      • Schedule C – Line G Materially Participate
      • Schedule C – Marking as a “Final Return”
      • Schedule C – Ongoing Business – No Income or Expenses During the Tax Year
      • Schedule C – Page 2 Not Printing in Return
      • Schedule C – Part V Other Expenses
      • Schedule C – Reporting Odd Jobs
      • Schedule C – Sale of Vehicle using Standard Mileage Rate
      • Schedule C – Self Employed
      • Schedule C – Valuing of Inventory Goods That Cannot Be Sold
      • Schedule C – Vehicle Information Part IV
      • Schedule C – Your Own Business
      • Schedule C or Form 2106 – Housing Allowance Tax Free Income SE Adjustment
      • Schedule SE – Clergy Self-Employment Tax Adjustment Worksheet
      • Schedule SE – Maximum Earnings Subject to Self-Employment Tax
      • Schedule SE – Notary Public Exempt
      • Self Employment – Health Insurance Deduction
      • Self Employment – Independent Contractor Income
      • Self Employment Tax
      • Self-Employed Retirement Plans
      • Simplified Option for Home Office Deduction
      • Single-Member LLC
      • Stipend – How to Report
      • Texas – Franchise Tax Report
      • Vehicle Expense – Entering Actual Expense in Program
    • Rental, Depreciation & Assets
      • Active and Passive Material Participation Passive Activity
      • Adjusted Basis of Assets Forms 1099-A, 1099-C, 1099-S, and 1040
      • Amortization vs. Depreciation
      • 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
      • Business Tax Products – Depreciation – Fiscal Year Short Year Business Return
      • Business Use Percentage Requirement for Assets
      • Closing a Business Checklist
      • Converted Primary Residence into Rental Property
      • De Minimis or Small Taxpayer Safe Harbor Election – Not Reported on Form 3115
      • Depreciation – Allowed or Allowable
      • Depreciation – Amortization Code
      • Depreciation – Asset Completely Depreciated
      • Depreciation – Claiming an Amount for Part-Year Use of Asset
      • Depreciation – Convention
      • Depreciation – Declining Balance and Straight Line
      • Depreciation – Excepted Property
      • Depreciation – Home Computers Used For Investments
      • Depreciation – Import Data of Asset Disposed of in Prior Year
      • Depreciation – Importing Information from Prior Years
      • Depreciation – Life of Asset
      • Depreciation – Limits on Passenger Automobiles – Vehicles and Light Trucks
      • Depreciation – Listed Property
      • Depreciation – Mileage – Choosing Standard Mileage Rate
      • Depreciation – Mileage – Heavy Truck
      • Depreciation – Number of Assets Allowed for Form 4562
      • Depreciation – Partial Year Rental
      • Depreciation – Recapture of Excess Depreciation
      • Depreciation – Reports
      • Depreciation – Section 179
      • Depreciation – Section 179 Auto Limits
      • Depreciation – Section 179 SUVs
      • Depreciation – Section 179 Taxi for Hire or Town Car
      • Depreciation – Selecting “Other Asset” for Depreciation Criteria
      • Depreciation – Special Bonus Depreciation
      • Depreciation – Stop Depreciation
      • Depreciation Recapture – Section 179 – Business Use Drops Below 50%
      • Disposal of Rental Property and Sale of Home
      • Form 1099-MISC – Royalties
      • Form 4562 – Business Income Limitation
      • Form 4562 – Deleting
      • Form 4562 – Rental Real Property
      • Form 4797 – Sale of Business Property Sale of Asset Entry into Program
      • Form 4797 – Sale of Rental Home and Land – Depreciable and Nondepreciable
      • Form 4835 – Entering in Program
      • Form 6198 – At-Risk Limitations
      • Form 8582 – Commercial Revitalization
      • Form 8582 – Passive Losses Limited Based On Modified AGI
      • Form 8582 – Schedule K-1 Passive Losses
      • Form 8824 – Like-Kind Exchange
      • Form 8829 – Entering in Program
      • Forms 1099-A and 1099-C Received for a Rental Property
      • How to enter Paycheck Protection Program (PPP) loans
      • IRC Section 469(c)(7)(A) – Multiple Rental Properties
      • Passive Activity Loss – Rental
      • Passive Activity Loss Modified Adjusted Gross Income (MAGI) Calculation
      • Qualified Business Income Deduction – Rental or Real Estate Income
      • Rental Income – Less Than Fair Market Price
      • Reporting Income – Direct Sales
      • Royalties – General Information
      • Sales Tax – Vacation Home
      • Schedule A (Form 1040) – Transferring Form 8829, Form 2106, or Schedule E
      • Schedule C – Entering Depreciation in Program
      • 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 – Literal Text NPA
      • Schedule E – Number of Properties Supported
      • Schedule E – Partial Use Rental Property
      • Schedule E – Points for 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 – Use of Home – Form 8829 Not Allowed for Rental Property
      • Schedule E – Vacation Home Limitation Carried Forward
      • Schedule E – Vacation Home Limitation Only If Net Loss
      • Schedule E – Vacation Home Limitation Worksheet View Worksheet
      • Schedule E – Vacation Home Not Subject to Passive Activity Loss Rules
      • Schedule E Page 2 – “PYA” – Prior Year Unallowed Losses
      • Schedule E, Page 2 – No Name or EIN off a Schedule K-1
      • Schedule F – Entering Farm Income in Program
      • Schedules C and F – Standard Mileage Rate for Vehicles
      • Section 179 Expense vs. Bonus Depreciation
      • Section 179 Not Allowed on Rental Property
    • Retirement & Social Security
      • “General Rule” Not Supported
      • 401(k) Loans
      • 403(b) Plan – Tax-Sheltered Annuity Plan
      • Canadian Retirement Plan RRSP and/or RRIF
      • Child Tax Credit – Dependent Social Security Number Required
      • Disability Income
      • Dispositions
      • Early Distribution Exception – Disability
      • Entering in Program – Name, SSN, and Date of Birth
      • Form 1040 – Retirement
      • Form 1040 – Retirement Pension or Annuity Payments
      • Form 1099-R – 401(k) Distributions
      • Form 1099-R – Basic Information
      • Form 1099-R – Charitable Gift Annuity Code
      • Form 1099-R – Cost Basis
      • Form 1099-R – Disability
      • Form 1099-R – Distribution Codes
      • Form 1099-R – Dividends Distributed from an ESOP
      • Form 1099-R – Early Distribution Exceptions
      • Form 1099-R – Early Roth IRA Distribution
      • Form 1099-R – Early SIMPLE IRA
      • Form 1099-R – Entering Basis of Nonqualified Distributions
      • Form 1099-R – Entering Distributions from Retirement Plans
      • Form 1099-R – Excess 401k Contributions
      • Form 1099-R – Military Pension
      • Form 1099-R – Number of Forms Supported
      • Form 1099-R – Plan Distributions Deferred Compensation 457(b)
      • Form 1099-R – Reporting Other Information
      • Form 1099-R – Retired Minister Housing Allowance
      • Form 1099-R – Rollover
      • Form 1099-R – Roth IRA Converting From a Traditional IRA
      • Form 1099-R – Roth IRA Distribution
      • Form 1099-R – Section 1035 Exchange Life Insurance Annuity or Endowment Contracts
      • Form 4137 – Tip Income – Social Security and Medicare Tax
      • Form 5329 – Entering in Program
      • Form 5329 – Excess Contributions
      • Form 5329 – Hardship Exception
      • Form 5329 – Not Included With Return
      • Form 5329 – Qualified Education Expenses Exception (Code 08) (for IRAs)
      • Form 5498 – IRA Contribution Information
      • Form 5498-SA – Contributions to an Archer MSA, MA MSA, or Health Savings Account
      • Form 8606 – Entering IRAs in Program
      • Form 8606 – Inherited IRA
      • Form 8606 – Lines 6-12 Not Populating
      • Form 8846 – Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
      • Form SSA-1099
      • Form SSA-1099 – Box 3 Workers Compensation Offset
      • Form SSA-1099 – Dependents
      • Form W-4P – Withholding Certificate for Pension or Annuity Payments
      • Forms RRB-1099 and RRB-1099-R – Railroad Retirement
      • Forms SSA-1099 and RRB-1099 – Entering Social Security or Railroad Retirement in Program
      • Forms W-2 and 843 – Excess Social Security Withheld and Claim for Refund/Request for Abatement
      • IRA – Contribution Allowed View Worksheet Calculations
      • IRA – Contribution Deduction if Covered by Retirement Plan
      • IRA – Contribution Limits
      • IRA – Contribution When Receiving Social Security
      • IRA – Distribution Explanation Attach Statement
      • IRA – Excess Contributions
      • IRA – IRS FAQs
      • IRA – Required Minimum Distribution
      • IRA – What is Not Compensation
      • IRA Contribution for Deceased Individual
      • IRA Recharacterization
      • IRA, Roth IRA, or HSA – Excess Contributions
      • Massachusetts – Taxable Pensions and Annuities
      • Michigan – Retirement Pension Subtraction
      • New Hampshire – Non-Taxable Annuity Income
      • New York – Government Pension Exclusion
      • Oregon – Federal Pension Exclusion Before October 1, 1991
      • Pension Protection Act of 2006 Insurance Premiums PSO
      • Railroad Retirement Contributions or Income
      • Recharacterization #1 – Traditional IRA Contribution Recharacterized to Roth IRA Contribution
      • Recharacterization #2 – Roth IRA Contribution Recharacterized to Traditional IRA
      • Repayment of Social Security IRC Credit
      • Retirement Plans – Investing
      • Roth IRA – Conversion From an IRA Distribution Must be by End of Tax Year
      • Roth IRA – Designated Roth Accounts
      • Roth IRA – Eligibility
      • Schedule 2 (Form 1040) – Items That Flow to Line 8
      • Schedule 3 (Form 1040) – Excess Social Security Withheld
      • Schedule A (Form 1040) – Loss on Annuity Deductions
      • Simplified Method for Pensions and Annuities
      • Simplified Method Worksheet
      • Social Security Administration Toll Free Phone Number
      • Social Security Administration Withholding When Receiving Benefits
      • Social Security and Medicare Taxes
      • Social Security Benefits – Canada or Germany Social Security Income
      • Social Security Benefits – Form 1099-SSA Box 3
      • Social Security Benefits – Lump-Sum Payments
      • Social Security Benefits – Received by a Child
      • Social Security Benefits Worksheet – Taxable Amount
      • Social Security Disability & SSI Benefits – TaxAct
      • Social Security Number – Entering in Program
      • Social Security Number Recently Changed
      • Social Security Refund of Taxes Withheld in Error
      • Special Distributions From Retirement Plans Worksheet
      • SSN – Use Name as it Appears on the Social Security Card
      • Uniformed Services Thrift Savings Plan (TSP) IR-6406 Accounts
    • Deductions
      • Age 65 or Older/Blind
      • Appraisal Requirements for Non-Cash Donations Over $5,000
      • Arizona – Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Codes
      • Business – Expenses
      • Business – Use of Home – Employee
      • Business – Use of Home – General Information
      • Business Expenses – Postal Service Workers Mileage Rate
      • Cash Contributions Limitations Worksheet
      • Charitable – Benefit Received For Contribution
      • Charitable – Carryover
      • 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 – Organizations
      • Charitable – Uniforms
      • Closing Costs
      • Community Property States MFS How to File With TaxAct
      • Commuting Expenses
      • Connecticut – Credit for Taxes Paid – Other Qualifying Jurisdiction
      • Credit Card Charges and Changes
      • Credit for Taxes Paid to Other State or Jurisdiction
      • DC Earned Income Tax Credit (EITC)
      • Deductible Charitable Contributions and Gifts
      • E-Filing – Attachment of PDF for Credit for Taxes Paid to Other State or Jurisdiction
      • Educator Expense Deduction – Teacher
      • Employee Expenses – Disabled Employee Impairment-Related Work Expense
      • Employer-Provided Educational Assistance
      • Energy Star Appliance Rebates
      • Enhanced Senior Deduction (2025)
      • Enter or Edit General Sales Tax Deduction
      • Estimating Health Care Law Credits and Payments – Tools to Help Individuals and Employers
      • First-Time Homebuyer / Home Owner Credit
      • Force Standard or Itemized Deductions
      • Form 1040 – Disability Status
      • Form 1040 – Repayment of Unemployment Comp – IRC Credit
      • Form 1040 – Taxable Scholarship Income
      • Form 1045 – Schedule A-NOL (Current Year NOL) (CARRYFORWARD)
      • Form 1045 – Schedule A-NOL Carryforward from Prior Year
      • Form 1098 – Entering in Program
      • Form 1098 – Entering Points Not Reported
      • Form 1098 – More Than One Borrower
      • Form 1098 – Mortgage Amount Over Deduction Threshold
      • Form 1098 – Mortgage Interest Paid to Multiple Lenders Not Reported
      • Form 1098-C – Contributions of Motor Vehicles, Boats, and Airplanes
      • Form 1098-C – Limitation of Donated Cars, Boats, and Planes
      • Form 1098-MA – Mortgage Assistance Payments
      • Form 1099-C – Credit Information Not Required
      • Form 2106 – Number of Vehicles for Taxpayer and Spouse
      • Form 2106 – Per Diem Meals Deduction
      • Form 2210 – Schedule AI – Annualized Income Installment Method
      • Form 3903 – Moving Expense Excess Employer Reimbursement
      • Form 4136 – Fuel Tax Credit
      • Form 4952 – Investment Interest Expense Deduction and Investment Expenses
      • Form 5329 – Qualified Medical Expenses Exception Code
      • Form 5405 – Repayment – 2008 Credit – Married When Credit Was Claimed – Divorced or Deceased
      • Form 5405 – Repayment – 2008 Credit – Only Need to Repay $250
      • Form 5405 – Repayment Needs to Be Removed on Return
      • Form 5405 – Repayment of 2008 Credit
      • Form 5405 – Repayment of Credit Due to Breaking Contract
      • 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 6251 – Alternative Minimum Tax – AMT
      • Form 6251 – Alternative Minimum Tax – Check Boxes
      • Form 6251 – Net Operating Loss Deduction
      • Form 8283 – Noncash Charitable Contributions
      • Form 8283 – Number of Noncash Charitable Contributions to Report Limited in TaxAct
      • Form 8396 – Mortgage Interest Credit
      • Form 8453 – Attach Form 8283 Appraisal
      • Form 8801 – Entering Credit for Prior Year Minimum Tax in Program
      • Form 8801 – Preventing Filing of Return and Not Needed
      • Form 8834 – Qualified Electric Vehicle Credit
      • Form 8839 – Adoption Credit and Exclusion
      • Form 8839 – Qualified Adoption Expenses
      • Form 8845 – Indian Employment Credit
      • Form 8880 – Full-Time Student Status
      • Form 8880 – Retirement Savers’ Credit
      • Form 8910 – Alternative Motor Vehicle Credit
      • Form 8936 – Qualified Plug-In Electric Drive Motor Vehicle Credit – Non-Refundable Credit
      • Forms 8615 or 8814 – Which Form Do I Need?
      • 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
      • Health Care Credit
      • Illinois – Property Tax Credit – Two Primary Residences
      • Import Itemized Deductions from Prior Year for Comparison
      • Increased SALT Limit (2025)
      • Indiana – Economic Development for a Growing Economy Credit EDGE Credit
      • Interest and Penalties – Not Deductible
      • IRS First-Time Penalty Relief
      • Itemized Deductions – Homeowners Nondeductible Payments
      • Married Filing Jointly vs. Married Filing Separately – Comparing Lost Deductions
      • 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
      • Massachusetts – Commuter Deduction
      • Massachusetts – Credit for Taxes Paid – Temporary Disability Insurance (TDI)
      • Massachusetts – Senior Circuit Breaker Credit
      • Medical and Dental Expenses
      • Medical Expenses – Capital Expenses Related to Medical Care
      • Medical Expenses – Car for Disabled Person
      • Medical Expenses – Dependent
      • Medical Expenses – Drug and Alcohol Treatment
      • Medical Expenses – Married Filing Separate Spouse Expenses
      • Medical Expenses – Medical Mileage
      • Medical Expenses – Medicare Premiums
      • Medical Expenses – Nursing Home for Alzheimer’s Patients
      • Medical Expenses – Nursing Services
      • Medical Expenses – Only Claim Expenses Paid In the Tax Year
      • Medical Expenses – Organ Donation Kidney Transplant
      • Medical Expenses – Paid from Flexible Spending Account
      • Medical Expenses – Pre-Tax Medical Premiums
      • Mileage – Standard Mileage Rates
      • Minnesota – Newborn Child Care Credit
      • Minnesota – Renter’s Credit – Certificate of Rent Paid (CRP)
      • Miscellaneous Deductions
      • Montana – Montana Itemized Deduction Schedule Line 9 Mortgage Interest
      • Mortgage Insurance Premiums
      • Mortgage Insurance Premiums – Entering In TaxAct
      • Mortgage Interest – Deductible During Construction on the Land
      • Mortgage Interest – Fully Deductible
      • Mortgage Interest – Home Equity Loans
      • Mortgage Interest – Late Payment Charge
      • Mortgage Interest – Not on Form 1098
      • Mortgage Interest – Points
      • Mortgage Interest – Prepay Penalty
      • Mortgage Interest – Second Home
      • Mortgage Interest – Timeshares
      • Mortgage Interest – Used as Business Interest Expense
      • Moving Expenses
      • New York – State Itemized Deduction vs. Federal Itemized Deduction
      • Noncash Charitable Contributions – Overview
      • Nonrefundable Credit vs Refundable Credit
      • Oregon 529 College Savings Network Account and ABLE Account Contribution Credits
      • Oregon Kids Credit
      • Personal Interest
      • Personal Property Taxes Paid
      • Qualified Business Income Deduction – General information
      • Qualified Business Income Deduction – View Entries
      • Qualified Charitable Distributions Requirements In TaxAct
      • Recovery and Deduction Allocation State and Local Income Taxes
      • Recovery of Credit or Deduction Claimed
      • Repayment of Income – General IRC Credit
      • Repayment of Income – IRC 1341 Credit
      • Reverse Mortgages
      • Safe Deposit Boxes
      • 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 – General Information
      • Sales Tax – Home
      • Sales Tax – Leap Year Deduction Does Not Match IRS Table
      • Sales Tax – More Than Five States
      • Sales Tax – Optional Local Sales Tax Table Locality Name
      • Sales Tax – State Tables and Rates
      • Schedule A (Form 1040) – Entering Itemized or Standard Deductions in Program
      • Schedule A (Form 1040) – Funeral Expenses
      • Schedule A (Form 1040) – Home Mortgage Interest
      • Schedule A (Form 1040) – Investment Expense Deductions
      • Schedule A (Form 1040) – Legal Fees
      • Schedule A (Form 1040) – Nondeductible Expenses
      • Schedule A (Form 1040) – Other Itemized Deductions
      • Schedule A (Form 1040) – Printing When Taking Standard Deduction
      • Schedule A (Form 1040) – Reduction of Itemized Deductions
      • Schedule H – Household Employment Taxes
      • Schedule SE – Adjustments
      • Schedule SE – Adjustments Defaults to Long Form
      • Schedule SE – Optional Method
      • Section 529 Plans Deductibility
      • SSN – Alimony Paid by Both Taxpayer and Spouse
      • Standard Deduction
      • Standard Deduction – Age 65 and/or Blind
      • Standard Deduction – Higher for Blindness
      • Standard Deduction – Taxpayer or Spouse Claimed as Dependent on Another Return
      • Standard Deduction – Viewing Worksheet for Dependents
      • Standard Deduction plus Additional
      • Standard Mileage Deduction
      • Standard Mileage Vehicle Expense
      • State and Local Taxes
      • State and Local Taxes – Line 5 Estimated Tax Payment for Prior Year
      • State and Local Taxes – Paid
      • State Sales Tax Worksheet
      • State Withholdings
      • Student Worksheet Entries
      • Uniforms
      • Union Dues
      • Voluntarily Including Scholarships in Income
      • Volunteer Out-of-Pocket Expenses in Giving Services
      • Wisconsin – E-File Return and Paper-File Schedule H (Homestead Credit)
      • Wisconsin – Homestead Credit Notes and Attachments Checklist
    • Credits
      • American Opportunity Credit
      • American Opportunity Credit – First Four Years
      • Child Tax Credit – Additional Child Tax Credit and ARRA
      • Child Tax Credit – Income Limitation
      • Child Tax Credit – Nonrefundable Credit
      • Child Tax Credit – Qualifying Child
      • Child Tax Credit – Under Age 17?
      • Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
      • Earned Income Credit – Child Already Claimed
      • Earned Income Credit – Entering Combat Pay for Calculation
      • Earned Income Credit – Entering in TaxAct
      • Earned Income Credit – in a Nutshell
      • Earned Income Credit – Income That is Not Earned
      • Earned Income Credit – Information and Rules
      • Earned Income Credit – Tables and Factors
      • Earned Income Credit – Unemployment
      • Earned Income Credit – Viewing Worksheet Calculations
      • Earned Income Credit Not Wanted on Return
      • Education Credit and Deductions – Who Can Claim the Credit
      • 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 – Degree Candidate, Scholarship Education Expenses
      • Education Credits and Deductions – Dependent on Another Return
      • Education Credits and Deductions – Dependent on Another Return – Modify Selection
      • Education Credits and Deductions – Dependent, Spouse, or Taxpayer
      • Education Credits and Deductions – Enter, Review, Modify
      • Enhanced Child Tax Credit (2025)
      • Form 1040 – Removing Penal Income Earned While in Prison or Jail
      • 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 Education Credits and Deductions in Program
      • Form 1098-T – Entering in Program
      • Form 1098-T – Entering Scholarship Fellowship Income in Program
      • Form 1098-T – Number of Forms Supported
      • Form 1098-T – Tuition Statement Not Received
      • Form 1098-T – Who Enters This in TaxAct?
      • Form 2441 – Child and Dependent Care Credit
      • Form 2441 – Credit Calculation
      • Form 2441 – Day Camp May Be Claimed for Credit, Not Overnight Camp
      • Form 2441 – Dependent Care Benefits
      • Form 2441 – Dependent Care Benefits in Excess of $5,000
      • Form 2441 – Dependent Care Benefits Not Provided
      • Form 2441 – Divorced / Separated Parents
      • Form 2441 – Earned Income
      • Form 2441 – Entering Child and Dependent Care Expenses in Program
      • Form 2441 – Entering Clergy Dependent Care Credit in Program
      • Form 2441 – Excluded and Taxable Benefits
      • Form 2441 – Filing Status
      • Form 2441 – Income Adjustment for Spouse Who is Disabled or a Student
      • Form 2441 – Limit on Expenses
      • Form 2441 – More than 12 Care Providers in TaxAct
      • Form 2441 – No EIN or SSN Provided
      • Form 2441 – No SSN Provided
      • Form 2441 – Nonrefundable Credit
      • Form 2441 – Paid Amount Equal to Qualified Expenses
      • Form 2441 – Preschool Expenses
      • Form 2441 – Qualifying Person
      • Form 2441 – Spouse Disabled
      • Form 8862 – Earned Income Credit Claim After Disallowance
      • Form 8863 – Education Credits
      • Form 8863 – May Not Qualify for Refundable Portion of American Opportunity Credit
      • Form 8917 – Dependent on Another Return – Tuition and Fees
      • Lifetime Learning Credit
      • Massachusetts – Tuition and Fees Deduction
      • Qualified Tuition Programs (QTP or 529 Plan)
      • Status – Entering “Blind” or “Disabled” in Program
      • Student Loan Funds Federally Supported
      • Student Loan Interest Deduction Worksheet
      • Tuition Paid with Student Loans
      • Who Claims the Education Credits?
    • Special Situations
      • Affordable Care Act (ACA) – General Information
      • Affordable Care Act of 2010
      • Bankruptcy – Declaring Bankruptcy
      • Bankruptcy – Individuals in Chapters 12 and 13
      • Bankruptcy – Individuals in Chapters 7 or 11
      • California – HSA Contribution by Employer Code on Form W-2
      • Canadian Retirement Income
      • Casualty and Theft – Reimbursement Less Than Expected or Reported
      • Changes to Dependent Citizenship Selections – ITIN vs SSN
      • Charitable – Cash Contributions – Foreign Exchange Student
      • Child Tax Credit – Nonrefundable Credits (or Form 2555) Worksheet
      • Clergy – Housing Allowance
      • Connecticut – Part-Year Nonresident Section Not Completed
      • 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
      • Disaster – Tax Relief Assistance
      • Disaster Relief – Tax Provisions By State
      • E-Filing – ITIN / SSN Mismatch E-File
      • EFTPS – Electronic Federal Tax Payment System
      • Estimate Taxes for Future Years
      • FAFSA – Free Application For Federal Student Aid
      • FEC Worksheet – Entering Foreign Earned Compensation in the Program
      • 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
      • Foreign Address – Entering in Program
      • Foreign Earned Income – Exclusion and Foreign Tax Credit (or Deduction)
      • Foreign Earned Income Tax Worksheet
      • Foreign Income
      • Foreign Income – Contact Internationally
      • Foreign Income – Country Code
      • Foreign Income – Exchange Rates
      • Foreign Income – Foreign Pension or Social Security
      • Foreign Income and Filing Requirements Outside the U.S.
      • Foreign Investment Account Information Schedule B Part III
      • Foreign Nationals – Aliens – Resident or Nonresident (Dual-Status)
      • Form 1040-C – U.S. Departing Alien Income Tax Return
      • Form 1040-NR – Can Be E-Filed
      • Form 1040-NR – Cannot File Jointly
      • Form 1040-NR – Itemized or Standard Deduction
      • Form 1040-NR – Should I File?
      • Form 1040-NR Income – Whether Effectively Connected
      • Form 1042-S – Compensation for Teaching
      • Form 1042-S – Entering via Form 1040-NR Returns ONLY
      • Form 1042-S – Federal or State Withholding
      • Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
      • Form 1095-A – Entering Health Insurance Marketplace Statement in Program
      • Form 1095-A – More than Four Forms
      • Form 1095-A – Nondependent Coverage
      • Form 1095-A – Ownership of Form
      • Form 1095-A – Policy Number Greater than 15 Characters
      • Form 1095-A – Shared Allocation
      • Form 1095-A – Shared Allocation Policy of Zero (0)
      • Form 1095-B – Health Coverage
      • Form 1099-H – Health Coverage Tax Credit
      • Form 1099-INT – Foreign Interest – Checkbox for Mutual Fund or Regulated Investment Company
      • Form 1099-SA – Entering Distributions from a Health Savings Account (HSA) or MSA
      • Form 1099-SA – Distributions from an HSA
      • Form 1116 – Duplicate Income Appearing in Part I
      • Form 1116 – Foreign Tax Credit
      • Form 1116 – Foreign Tax Credit Limit
      • Form 1116 – Foreign Tax Credit Under Threshold is Not Needed
      • Form 1116 – Foreign Tax Credit Worksheet
      • Form 1116 – Gross Income From All Sources Calculation
      • Form 1116 – Multiple 1099-DIVs Additional Calculation Limitation
      • Form 14039 – Identity Theft Affidavit
      • Form 2210 – Underpayment Penalty – Allow IRS to Compute Penalty
      • Form 2350 – Filing Extension to Meet Foreign Earned Income Exclusion Tests
      • Form 2441 – Foreign Provider
      • Form 2555 – Bona Fide Test Not Yet Met
      • Form 2555 – Foreign Housing Exclusion and Deduction
      • Form 2555 – IRS Only Allows One Form Per Taxpayer
      • Form 2555 – U.S. Government Pay Not Eligible for Exclusion
      • Form 2555-EZ – Foreign Income Exclusion
      • Form 4684 – Casualty and Theft
      • Form 4684 – Casualty and Theft Loss on Property Used 100% for Business
      • Form 4684 – Casualty and Theft Losses
      • Form 4684 – Casualty Theft Losses Multiple Forms
      • Form 4684 – Losses from Ponzi-Type Investment Schemes
      • Form 5471 – Number of Forms Supported
      • Form 5472 – Information Return of a 25% Foreign-owned U.S. Corporation
      • Form 709 – Gift Tax
      • Form 8621 – Return by a Shareholder of a Passive Foreign Investment Company More Than 50 Forms
      • Form 8839 – Foreign Child Expenses
      • Form 8840 – Closer Connection Exception Statement for Aliens
      • Form 8843 – Statement for Exempt Individuals and Individuals with a Medical Condition
      • Form 8938 – Names on Attached Additional Sheets
      • Form 8938 – Statement of Specified Foreign Financial Assets
      • Form 8960 – Net Investment Income Tax
      • Form 8962 – Excess Advance Premium Tax Credit Repayment
      • Form 8962 – Multiple Forms 1095-A
      • Form 8962 with Advance Premium Tax Credit – Repayment
      • Form W-2 – Employer Contributions to Your Health Savings Account (HSA)
      • Form W-7 – Entering ITIN Application in Program
      • Form W-7 Application for IRS Individual Taxpayer Identification Number (ITIN)
      • Forms 1099-INT and 1099-DIV – Foreign-Sourced Tax Credit
      • Forms 1099-INT or 1099-DIV – Foreign Dividends and/or Interest Received
      • Forms 3520 and 3520-A – Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
      • Fulbright Grant – Fulbright Scholarship
      • Head of Household – Nonresident Alien Spouse
      • Health Insurance Coverage – Entering in Program
      • Health Savings Account – Enrolled in Medicare
      • Health Savings Account – Health Reimbursement Arrangements
      • Identity Theft – TaxAct
      • Income Averaging
      • Individual Shared Responsibility Provision – Income
      • IRC Section 988 – Cash Forex Foreign Currency Transactions
      • IRS Filing Requirements
      • IRS Identity Protection PIN – Identity Theft (IP PIN)
      • ITIN – Renewal Requirement
      • Married Filing Joint – Spouse of Nonresident Alien or Dual-Status Alien Treated as Resident
      • Married Filing Joint or Married Filing Separate – Filing State Return with Spouse as Nonresident Alien
      • Military – Combat Zone Designation
      • Military – Residence
      • Military – Spouse Sign Return for Military Spouse
      • Mortgage Forgiveness Debt Relief Act and Debt Cancellation
      • Mortgage Interest – Foreign Home
      • Nonresident Partner – E-File without ITIN or SSN
      • Premium Tax Credit Self-Employed Health Insurance Deduction Adjustment
      • Presidentially Declared Disasters
      • Printing Receipt for TaxAct Online Returns
      • Reporting your occupation on your tax return in TaxAct
      • Rule Number F8962-070
      • Schedule B Part III Foreign Bank Account
      • Schedule NEC – Tax on Income Not Effectively Connected With a U.S. Trade or Business
      • Schedule OI – Entering in the Program
      • Schedule SE – Expatriate Social Security Agreement
      • Schedule SE – Nonresident Alien Not Covered
      • Schedule SE – U.S. Citizen Employed by Foreign Government or International Organization
      • Self Employment – Foreign Earnings
      • Social Security Benefits Received in Foreign Exempt Country
      • SSN – ITIN – ATIN – Valid Ranges
      • SSN or ITIN
      • SSN or ITIN – Required by Filing Deadline for Certain Credits
      • Third Party Designee
      • Underpayment Penalty
      • Virgin Islands – Form 8689
      • Watermark – “Not for Filing”
  • State Taxes
    • Alabama – Severance Pay Exempt from State Income Tax
    • Arizona – Increased Excise Tax Credit
    • Arkansas – U.S. Military Enlisted Pay Military Wages
    • Business – State Tax Products Available
    • California – Adjust Income Schedule CA (540NR)
    • 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 568 Limited Liability Company Return of Income
    • California – Paid Family Leave Insurance PFL Form 1099-G
    • California – Schedule K-1 Adjustments
    • California – Schedule P
    • California – Schedule R-7
    • California – VPDI
    • California Form 3804 – How Is It Calculated?
    • Connecticut – Change to Pass-Through Entity Tax
    • Consumer Editions – E-Filing Just the State Return Without the Federal Return
    • Delaware – Pension Exclusion Subtraction
    • Deleting a State Return – TaxAct Online
    • Deleting/Removing a State Return From TaxAct Desktop
    • Estimated Tax Payments – Estimated Taxes Paid for Multiple States
    • Finding Supported Federal and State Tax Forms by Product
    • Form 1040 – State Tax Refund Manual Calculation
    • Georgia – Auto Registration and Ad Valorem Tax
    • Georgia – Direct Deposit Limitations
    • Georgia – Retirement Income Exclusion (RIE)
    • Hawaii – Tax ID
    • Idaho – Food Tax Credit Refund
    • Idaho – Maintaining a Home for Aged and/or Developmentally Disabled
    • Idaho – New Tax Bill Conformity (2025)
    • Illinois – IL-PIN and E-Filing Eligibility
    • Illinois – Schedule M Military Subtraction
    • Indiana – CollegeChoice 529 Education Savings Plans
    • Indiana – Death of Taxpayer or Spouse
    • Indiana – Indiana Partnership Long-Term Care
    • Indiana – Locality
    • Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
    • Indiana – Renter’s Deduction – More Than One Landlord
    • Indiana – Senate Enrolled Act 480 – Military Income
    • Indiana – Tax Add Back
    • Iowa – Part-Year Resident IA 126
    • Louisiana – Out Of State Purchases
    • Maine – Sales Tax on Casual Rentals of Living Quarters
    • Maryland – Form 502 – Baltimore City Tax Rate
    • Maryland – State Pickup Amount
    • Maryland – Upcoming System Updates and Processing Delays
    • Massachusetts – Bank Interest
    • Massachusetts – Death of Taxpayer/Spouse
    • Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)
    • Massachusetts – Form 1099-HC
    • Massachusetts – Paid Family and Medical Leave (PFML)
    • Massachusetts – Rental Deduction
    • Massachusetts – Retirement Systems Contributions
    • Massachusetts – Schedule R/NR Nonresident and Part-Year Resident
    • Massachusetts – Wage Adjustment
    • Michigan – Form 4013
    • Michigan – Form MI-1040CR-7
    • Michigan – Homestead Property Tax Credit
    • Michigan – Schedule NR Form MI-1040H Apportionment
    • Minnesota – Form M1PR – Property Tax Refund
    • Mississippi – Gambling Withholdings Non-Refundable
    • Missouri – Form MO-CR
    • Missouri – Retirement Income Exemption
    • Montana – Medical Savings Account (MSA) Schedule
    • New Hampshire – Form DP-10
    • New Jersey – Filing Both NJ-1040 and NJ-1040NR
    • New Jersey – No Tax Liability
    • New Jersey – Print Name in Paid Preparers Signature Box
    • New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
    • New Jersey – State Disability, Unemployment, and Family Leave Insurance
    • New Jersey – Wages Too High
    • New Mexico – Form RPD-41326
    • New York – Form 1099-G Does Not Match Prior Year Refund Received
    • New York – Form IT-204-LL
    • New York – New York City Residency
    • New York – Nonobligated Spouse Form IT-280
    • New York – Public Employee Retirement 414(h) Contributions
    • New York PYTPRIN Exclusion Code For Preparers
    • New York Unable to E-File Due to Federal Unable to E-File
    • New York Verification Code
    • North Carolina – Bailey Settlement, Retirement Income Exclusion
    • North Carolina Income Tax: Federal Law Changes After January 1, 2023 Not Adopted
    • Ohio – List of School Districts Which Assess Income Tax
    • Ohio – School District and Local Withholding on W-2
    • Ohio RITA Municipalities
    • Oregon – American Indian Income Subtraction (Code 300)
    • Pennsylvania – E-File – Local Earned Income Tax Return
    • Pennsylvania – Local Taxes
    • Pennsylvania – Locality Withholding Local Return
    • Pennsylvania – Philadelphia Local
    • Pennsylvania – Retirement Income
    • Preparing Your State Return
    • Preparing Your State Return in TaxAct
    • Real Estate Taxes – Entering Deductible
    • Real Estate Taxes – Number of Homes or Properties
    • Real Estate Taxes – Property Taxes
    • Requirements to File a State Return
    • South Carolina – New Tax Bill Non-Conformity (2025)
    • State Residence for Tax Purposes
    • State Return Due Dates
    • State Return Status Must Match Federal Return Status
    • State Tax Owed Expectations
    • State Tax Refund – Received in Current Year for Last Year’s State Return
    • Vermont – Child Support Payments Form HI-144
    • Virginia – Code 106 Long-Term Premiums
    • Virginia – Deduction for Military Basic Pay
    • Virginia – Schedule FED
    • Virginia Conformity to the 2025 Federal New Tax Bill
    • West Virginia – Prepaid Tuition / Savings Plan Trust Schedule M Line 42
    • Wisconsin – Form 1099-G Amount Differs From Actual Prior Year State Refund
    • Wisconsin – Form W-RA – Required Attachments for E-Filing
    • Wisconsin – Gambling Winnings and Losses – Session Method
    • Wisconsin – Schedule H Rent Certificate
  • Product Support
    • Browser & Online Issues
      • Browser Issues General – Online/Website Problems
      • Error Checking Out Online Return
    • Desktop & Program Issues
      • Browser Locks Up When Printing
      • Clearing the Program Cache
      • Consumer Desktop – Unable to Open, Please Verify the File Still Exists on Your Computer
      • Creating and Using a Passkey
      • Desktop Software Integration – Consumer Desktop
      • Desktop Versions – “Not a Valid Win32 Application Error” Received
      • Desktop Versions – “Setup Resource Decompression Failure” Error Received
      • Desktop Versions – Windows 10 and 11 General Assistance
      • Employee Expenses
      • Employee Expenses – Mileage Between Two Jobs
      • Entering Corrected Forms
      • Entering in Program – Fillable Forms
      • Form 1040 – Attachments for Paper-Filed Return
      • Form 1040 – Instructions
      • Form 2106 – Per Diem Rates
      • Form 2439 – Number of Forms Supported
      • Form 8822 – “In Care Of” Change of Address
      • Form W-4 – Employee’s Withholding Allowance Certificate
      • Forms 433-A and 433-B – Collection Information Statement
      • General Connection Issues – Secure Transmissions (Desktop)
      • IRS – Local State Offices
      • Job Search Expenses
      • Locating the Desktop TaxAct Version
      • Macintosh Version Availability
      • Phishing vs. Legitimate Emails: How to Tell the Difference
      • States – Adding or Removing Return
      • Tax Tables and Tax Schedules Federal
      • Transfer TaxAct to a New Computer – Desktop
      • Unable to Restore to Prior Entries
      • WebView2 Troubleshooting
  • E-Filing & Submitting
    • Extensions
      • Filing a State Individual Tax Return Extension
      • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
      • Form 7004 – Filing a Federal Business Return Extension
    • Alerts and Warnings
      • Alert – Red Alert – E-Filing – Partnership Error or Omission: Inconsistent ID Number(s)
      • Alert – Red Alert – E-Filing – PTC Alert Adjustment Should be Negative Number
      • Alert – Red Alert – Form 8815 Bond Interest
      • Alert – Yellow Alert
      • Form 1095-A – Alert Missing Form 1095-A
      • Form 1099-MISC – Red Alert
      • Form 8283 – RED ALERT – Columns (d) (e) and (f) if Less Than $500
      • Military – Address Red Alert
      • Overridden Values and Alerts for Overridden Fields
      • Pennsylvania – Schedules RK-1 and NRK-1 – Electronic Filing Qualification Alert
      • Phishing/Scam Emails From IRS
      • Red Alert – E-Filing – Must Have Amounts in at Least One of These Fields
      • Red Alert – E-Filing Inherited IRA
      • Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
      • Red Alert – Form W-2 – No Wages, Tips, or Other Compensation Entered
      • Red Alert – Form W-2G – State Abbreviation
      • Red Alert – Partnership Schedule K-1 (Form 1065) – Inconsistent ID Number(s)
      • Red Alert – Taxpayer is Under Age 16 and Cannot E-File
      • Red Alert – Verifying Answer Choice When “NA” or “N/A” is Selected
      • Security Warning – Publisher Not Verified
      • Yellow Alert – Excess FICA Credit
      • Yellow Alert – Form 1099-DIV – Liquidation Distribution
    • Return E-Filing
      • Access Current or Prior Year Return
      • After Filing a Tax Return – Next Steps
      • AGI, Self-Select PIN, and Electronic Authentication
      • Answers to Top E-Filing Questions
      • Check E-File Taxes Status – TaxAct
      • Consumer Product Offerings
      • Converting an E-file Attachment to a PDF
      • Correct and Resubmit E-Files
      • Create and File Prior Year Tax Returns
      • E-Filing – Attaching a Scanned PDF Document
      • E-Filing – Direct Debit Not Set Up
      • E-Filing – Error on Name
      • E-Filing – Form 8453 and Submission ID
      • E-Filing – Format of Forms Appearance Approved by State Printout of Return
      • E-Filing – Resubmitting Returns Due to Errors Made or Missing Information
      • e-Filing – Return Due Dates and Deadlines
      • E-Filing – Viewing or Printing Instructions
      • E-Filing Error Screen – SSN Already Used
      • Electronic Funds Withdrawal Change Account Number
      • File My Return with TaxAct
      • Form 1040 – Unable to be E-Filed Due to No Income
      • Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
      • Form 8453 – Attachments
      • Form W-2 – E-Filing with Nontaxable Combat Pay
      • Form W-2 – Make a Change After E-Filing
      • How to Know if Your Return Has Been Filed
      • Incorrect ZIP Code
      • Ineligible for Self-Select PIN Method
      • IRS Free File Alliance – Qualifications
      • IRS Modernized e-File System Shutdown Period
      • Locate or Retrieve Your Previous Year AGI
      • Previewing the 1040 Form – Online
      • Print E-Filing Instructions When Returning to Tax Return
      • Section 83(b) Election
      • Seller-Financed Mortgage More Than 20 Forms
      • State Driver License Information
      • States Requiring Driver’s License or State ID for E-Filing
      • Steps to Submit an Electronic Return
      • Stopping E-Files
      • Submission ID – Modernized e-File
      • Taxpayer Ineligible to Participate in Self-Select PIN – Error Codes IND-664, IND-665, IND-666, and IND-667
      • Troubleshooting Data Entry Issues on TaxAct
      • U.S. Series I Savings Bonds
      • What to Know After You E-File
    • Return Paper Filing
      • Business Tax Products – Election Statements
      • E-Filing – Mailing Address for Form 8453 Filing Address
      • Email Notification When Forms Become Available
      • Form 2848 – Centralized Authorization File Number
      • Form 8822 Change of Mailing Address
      • How to Mail a Paper Return (Paper File)
      • In Care Of – Third Party
      • Unsubscribe Request
  • After You File
    • Status, Acknowledgements & Rejections
      • Alert – Red Alert – Rejection Protection
      • California – AGI Rejection – Rule Number F540/NR/NRS/2EZ-170
      • California – State AGI/PIN rejection
      • Checking E-File Status for Client Returns
      • Dependent Rejection
      • E-File Status
      • E-Filing – Resubmit and Correct E-Filing After Rejection With Deadline Information
      • Fixing AGI Rejection on a Mobile Device
      • Fixing an IRS Rejected E-File
      • Form 990 – Rejection – Schedule B, Item H Checkbox Not Checked
      • 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-180, IND-181, IND-182, and/or IND-183
      • IRS Reject Codes – IND-512, F1040-512, and F1040SSPR-512
      • IRS Reject Codes – Married Filing Separately
      • IRS Reject Codes – Name, Birthdate, SSN Mismatch
      • IRS Reject Codes – R0000-507-01 and F1040SSPR-507
      • IRS Reject Codes – R0000-902-01
      • IRS Reject Codes – Self-Select PIN/AGI Mismatch
      • IRS Rejections IND-031-03 and IND-032-03 With Deceased Taxpayer or Spouse
      • Most Common E-File Error and Rejection Codes
      • Reject Error for W-2, W-2G, or 1099-R
      • Rejection Code F8962-043-02
      • Rejection Code IND-116 – Child Tax Credit Age Not Under 17
      • Rejection Due to Adjusted Gross Income (AGI)
      • Republic Bank – Application Rejected
      • Resolving Adjusted Gross Income (AGI) error codes in TaxAct
      • State E-File Status
    • Tax Refunds & Tax Payments
      • Adding Line Item Details
      • Adding or Removing the Refund/Owe Indicator
      • Alimony Recapture
      • Apply Refund to Next Year Federal or State
      • Calculating and Paying Quarterly Estimated Taxes
      • Can My Return Be Reviewed for Best Refund?
      • Check IRS Refund Status
      • Estimated Tax Payments – Initial Software Version Only Payments for Current Year
      • Extension of Time to File Your Individual Tax Return
      • Form 1045 – Application for Tentative Refund (Current Year NOL) (CARRYBACK)
      • Form 1099-G – Box 2 – Entering State Income Tax Refund in Program
      • Form 1099-G – Unemployment, Tax Refunds, RTAA, and More
      • Form 1310 – Name On Refund Check Needs To Be Changed
      • Form 1310 – Refund Deceased Taxpayer
      • Form 4868 Extension – Safe Harbor & Penalties
      • Form 9465 – Installment Agreement Request (Before Filing Return)
      • Form W-4 – Calculating For Allowances Adjustment
      • IRS Form 9465 – Installment Agreement Request – TaxAct
      • Pay Tax Owed – Tax Due Payment Methods (State)
      • Phony Email From IRS Regarding Refund
      • Prior Year Refund or Taxes Paid – Federal and State
      • Prior Year Tax Refund Withheld By State
      • Recoveries as Income – Property Tax Refund or Rebate
      • Refund Delays for Those Claiming EITC and ACTC
      • Refund Disbursement: Paper Check (2025 Change)
      • Refund or Tax Due Amount Changes at the Top of Screen
      • Refunds – Processing Delays or Issues
      • Sale of Home – Installment Sale
      • Sale of Inherited Home – Form 6252 Installment Sale – Date Acquired
      • Some Refunds Delayed to Combat Fraud
      • Tax Due Payment Methods (Federal Only)
      • TaxAct: Where’s my state income tax refund?
      • Understanding Your Tax Refund or Amount Owed in TaxAct
      • Using the American Express Serve® Card for Your Tax Refund
    • Refund Advance
      • Consent to Use and Consent to Disclose
      • Integrated Payments – Back-Office Portal
      • Integrated Payments – General Information
      • Integrated Payments – Getting Paid
      • Integrated Payments – PCI Compliance
      • Print Republic Bank Application
      • Refund Advance
      • Refund Options – Direct Deposit, Paper-Check, Prepaid Cards
      • Republic Bank – Customer Service
      • Republic Bank – Direct Withdrawal Explanation
      • Republic Bank – RBIN Correction
      • Republic Bank – Refund Advance Option Not Showing
      • Santa Barbara Tax Products Group (TPG) – Customer Service
      • Santa Barbara Tax Products Group (TPG) – Fast Cash Advance (FCA) Option Not Showing
    • Amendments & Corrections
      • Filing an Amended Individual State Tax Return
      • Form 1040-X – Filing an Amended Individual Federal Tax Return
      • Form 1041 – Amending an Estate or Trust Income Tax Return
      • Form 1065 – Amending a Partnership Tax Return
      • Form 1120 – Amending a Corporation Tax Return
      • Form 1120-S – Amending an S corporation Tax Return
      • Forms 1120-S and 1120 – Superseded Returns
    • IRS & State Notices & Letters
      • Duplicate SSN Notice
      • E-Filing Notice – Late Time Stamp/Date
      • Field Audit
      • Form 1099-MISC – Errors That Could Prompt a Notice
      • Form 1099-R – Errors That Could Prompt a Notice
      • Form 2439 – Notice to Shareholder of Undistributed Long-Term Capital Gains
      • Form 56 – Notice Concerning Fiduciary Relationship
      • Form 8919 – Form SS-8 Filed
      • Form W-2 – Errors That Could Prompt a Notice
      • Forms 1099-INT and 1099-DIV – Errors That Could Prompt a Notice
      • IRS Accuracy Related Penalty
      • IRS Letter 12C – Information Request
      • IRS Letter 5071C Identity Verification Service
      • IRS Letter 525 – Examination Report
      • IRS Letter 531 – Notice of Deficiency
      • IRS Letters and Notices Offering an Appeal
      • IRS Notice 2014-7 – Difficulty of Care Payments
      • IRS Notice CP 10 – Changes to Tax Return, Reduced Amount Applied Toward Payment of Your Estimated Tax
      • IRS Notice CP 11 – Changes to Tax Return, Balance Due
      • IRS Notice CP 11A – Changes to Tax Return and Earned Income Credit, Balance Due
      • IRS Notice CP 12 – Changes to Tax Return, Overpayment
      • IRS Notice CP 13/CP 13A – Changes to Tax Return, No Refund and No Balance Due
      • IRS Notice CP 16 – Changes to Tax Return, Overpayment Applied to Balance Due
      • IRS Notice CP 161 – Balance Due – Request for Payment or Notice of Unpaid Balance
      • IRS Notice CP 2000 – Notice of Underreported Income
      • IRS Notice CP 21B – Data Processing Adjustment Notice, Overpayment of $1 or More
      • IRS Notice CP 22A – Changes as Requested by the Taxpayer Resulting in Balance Due
      • IRS Notice CP 22E – Examination Adjustment Notice, Balance Due
      • IRS Notice CP 23 – Estimated Tax Payment Discrepancy, Balance Due
      • IRS Notice CP 32A – IRS Wants to Send You a New Refund Check
      • IRS Notice CP 45 – Unable to Apply Refund/Overpayment Toward Payment of Your Estimated Tax
      • IRS Notice CP 49 – Refund/Overpayment Applied to Other Taxes You Owe
      • IRS Notice CP 501/CP 502 – Balance Due Reminder Notice
      • IRS Notice CP 504 – Final Notice – Balance Due
      • IRS Notice CP 523 – Notice of Intent to Levy – You Defaulted on Your Installment Agreement
      • IRS Notice CP 54B/CP 54E/CP 54G/CP 54Q – Problem with Name and Identifying Number
      • IRS Notice CP 59 – First Notice Request for Your Tax Return
      • IRS Notice CP 75/CP 75A/CP 75B – Earned Income Credit Portion of the Refund Delayed
      • IRS Notice CP 79A – Earned Income Credit Two-Year Ban
      • IRS Notice CP 90/CP 297 – Final Notice – Notice of Intent to Levy and Notice of Your Right to a Hearing
      • IRS Notice CP 91/CP 298 – Final Notice Before Levy on Social Security Benefits
      • IRS Notice CP09 – Earned Income Credit You May Be Entitled To
      • IRS Notice CP14 – Balance Due, No Math Error
      • IRS Notice CP79 – Earned Income Credit Eligibility Requirement
      • Letter Audit
      • Notice Review – General Information
      • Notice Review – IRS Notice Listing
      • Office Audit
      • Received an IRS or a State Notice
      • Terms of Service and Privacy Notice
  • News & Reference
    • “No Tax on Tips” – Qualified Tips and the New Tax Bill
    • “No Tax on Car Loan Interest” – Vehicle Loan Interest and the New Tax Bill
    • “No Tax on Overtime” – Qualified Overtime and the New Tax Bill
    • Actual Car/Vehicle Expenses
    • Annual Filing Season Program (AFSP)
    • Business – Use of Home – Nonemployee
    • Canceled Debt, Abandonments, Foreclosures – IRS Publication 4681
    • Cannot Access Federal Quick Q&A Topics Screen
    • Contacting the IRS
    • Coverdell – When Are Coverdell ESA Distributions Tax-Free?
    • Customer Comments and Suggestions
    • Desktop Versions – Deleting Form, Schedule, Document Received, or Worksheet
    • Desktop Versions – How to Change Font Size
    • Dual-Status Taxpayer
    • Employer ID Number
    • Enrolled Agent Information
    • Form 4547 – Trump Account Election – Entering in TaxAct
    • Form 4797 – Number of Forms Allowed
    • Form 4972 – Tax Lump Sum Distributions
    • Form 656 – Offer in Compromise OIC
    • Form 8854 – Not Supported
    • Fringe Benefit Overview
    • Home Improvements
    • How to Delete an Individual Form in TaxAct
    • How to Obtain a Copy of a Tax Return
    • Invalid Argument – English as Default
    • IRS – Information for Small Businesses
    • IRS – Publications – Numerical List
    • IRS Forms – General Information
    • IRS Forms Not Yet Released – TaxAct
    • IRS Phone Support
    • IRS Publication 4128 Tax Impact of Job Loss Unemployment
    • Military – IRS Publication 3 Armed Forces Guide
    • Military – IRS Websites
    • Military – National Guard/Reserve Member Travel Expenses
    • Navigating Within Your TaxAct Online Return
    • New Tax Bill (2025)
    • Preparing Your Federal Return
    • Record Retention Keep Records
    • REMIC – Real Estate Mortgage Investment Conduit
    • Schedule F – Line E Materially Participate
    • Self-Help Tax Links
    • States – Scheduled Release Dates
    • Tax Code – U.S. Tax Code Online
    • Tax Cuts and Jobs Act
    • TaxAct Xpert Support
    • Travel Expenses – Tax Home
    • Trump Account Elections – Form 4547 (IRC 530A)
    • Where To File – Filing Address
  • Add-Ons
    • Audit Defense
    • Notice Review – General Information
    • Print Republic Bank Application
    • Protection Plus – Activate Your Membership
    • Protection Plus – Remove from Your Account
    • Received an IRS or a State Notice
    • Refund Advance
    • Republic Bank – Application Rejected
    • Republic Bank – Customer Service
    • Republic Bank – Direct Withdrawal Explanation
    • Republic Bank – RBIN Correction
    • Republic Bank – Refund Advance Option Not Showing
    • Santa Barbara Tax Products Group (TPG) – Customer Service
    • Santa Barbara Tax Products Group (TPG) – Fast Cash Advance (FCA) Option Not Showing
    • Tax Protection Plus
    • TaxAct Xpert Assist
    • TaxAct Xpert Support
  • Getting Started & Account
    • Getting Started
      • Adding a New Return
      • Bookmarks Feature
      • Changing Basic Information (Name, SSN, Birthdate)
      • Contact Us
      • Create TaxAct Account
      • Creating a New Return in Your TaxAct Account
      • Entering in Program – General Instructions for Accessing Q&A Interview
      • FAFSA – “I am the Parent of a Student” Checked by Default on New Return
      • How to Access TaxAct Tools in Claude
      • Start a Current Year Return – TaxAct Online Editions
      • Student Information – No Students Listed in Drop-Down
      • TaxAct Home and Business Bundles
      • TaxAct Online – Dashboard View vs. Classic View
      • TaxAct Xpert Assist
    • Account & Sign-In
      • Cannot Combine Accounts
      • Consumer Data Rectification Request
      • Consumer Editions – Phone Support
      • Coverdell – ESA Contributions
      • Individual – Recover Online Username or Password
      • Manage or Update Account Information (Name, Address, Username, or Password)
      • Rule Number IND-903 SSN Systemically Locked No Filing Requirement
      • Rule Number IND-943 Spouse SSN Systemically Locked No Filing Requirement
      • Upgraded to Higher Federal Product
      • Why do I have to log in to my downloaded TaxAct software?
    • Company Info, Guarantees & Policies
      • About TaxAct Early Access
      • Audit Defense
      • Integrated Payments – Security
      • Life Insurance Proceeds – Cashing In Policy
      • Protection Plus – Activate Your Membership
      • Protection Plus – Remove from Your Account
      • Remove Return or Submit Privacy Request (Erasure Request)
      • Security Software Interference With Desktop Software
      • Tax Protection Plus
      • VITA States
    • Product Pricing, Payment & Orders
      • Capitalize Carrying Charges IRC Section 266
      • Court Awards and Damages – Deduct Fees Court Costs
      • Customer Comment / Submit Product Suggestion
      • Deducting unlawful discrimination legal fees in TaxAct
      • Form 2106 – Employee Expenses for Performing Artists, Reservists, etc.
      • Form 2106 – Entering Unreimbursed Employee Expenses in Program
      • Ground Rent Paid on Leased Land
      • Homeowners Association Fees
      • IRS Taxable Fringe Benefit Guide
      • Lock In Pricing from a Special Offer
      • Paying TaxAct Product Fees
      • QDRO Qualified Domestic Relations Order
      • Sales Tax – Auto Registration/License Fees
      • Tracking Expenses Personal and Business
    • Installation & Updates
      • “TaxAct Final Version Not Found” During State Install
      • Active Forms in Forms and Schedules
      • Applying for Federal Student Aid
      • Blue or Red Fields – Calculated Lines, Worksheets, Overrides
      • Cannot Open Form Directly
      • Desktop Program Selecting States For Multiple Returns
      • Donation Assistant
      • Federal Software Updates
      • Finding Download to Install
      • Install/Update a State – TaxAct Desktop
      • Install/Update a State – TaxAct Online
      • Installing TaxAct on Multiple Computers
      • Macintosh Version Availability
      • NYC-1127 Calculation Update (2025)
      • Preparing for Next Year
      • Preparing for Next Year – Business Edition
      • Reviewing Your Return with Double-Check
      • Running Program Updates
      • Troubleshooting TaxAct Installation Issues
      • Upgrading Your TaxAct Software
      • Use Form Entry Method
      • What Do I Need to File?
      • Zero Entered Appears as Blank Field
    • Mobile App
      • Form 8958 – Complete Only When Domiciled in Community Property States
      • Green Fields are Default-Calculated and May Be Changed
      • Printing Your Return and Individual Forms – Mobile App
      • TaxAct Mobile App
      • Travel Expenses – Ordinary – Necessary
      • Volunteer Firefighters and Emergency Responders
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Businesses

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  • What Happens After You File Your Business Return?
  • Getting Started & Account
    • Accounting Method
    • Applying for an Employer Identification Number (EIN)
    • Partner Capital Account vs. Outside Basis
    • Getting Started
      • Macintosh Version Availability
      • Placing an Order
  • Partnership (1065)
    • 1065 Schedule K-2 and K-3 – Domestic Filing Exception
    • Entering in Program – Schedule L – Non Recourse Liabilities
    • Form 1065 – Entity Types
    • Form 1065 – New Year’s Final Forms Not Yet Released
    • Form 1065 – Other Deductions or Expenses
    • Form 1065 – Passive vs. Nonpassive Activity
    • Form 1065 – Section 179 Depreciation
    • Form 8308 – Section 751(a) Election on Partnership Return
    • Form 8453 – Attaching Signed Form to a Federal Business Return
    • Form 8825 – Reporting Guaranteed Payments (Form 1065)
    • Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships
    • Master Limited Partnerships – Sale of Interest
    • Partnership Capital Account Tax Basis Changes
    • Qualified Business Income Deduction – Pass-Through Partnership Income
    • Schedule B-2 – Election Out of the Centralized Partnership Audit Regime
    • Schedule E – Co-Ownership of Property Partnership
    • Schedule K (Form 1065) – Allocation of Distributive Share Items
    • Schedule K (Form 1065) – Purpose
    • Schedule K-1 (Form 1065) – Alternative Minimum Tax Oil, Gas, and Geothermal
    • Schedule K-1 (Form 1065) – Capital Construction Fund Deduction
    • Schedule K-1 (Form 1065) – Entering in Program
    • Schedule K-1 (Form 1065) – Figuring Adjusted Basis of Partnership Interest
    • Schedule K-1 (Form 1065) – Foreign Transactions
    • Schedule K-1 (Form 1065) – Gross Nonfarm Income
    • Schedule K-1 (Form 1065) – Guaranteed Payments
    • Schedule K-1 (Form 1065) – IDC Intangible Drilling Costs is One Example
    • Schedule K-1 (Form 1065) – IRS Reg 1.469-1 T(e)(6) LOSS
    • Schedule K-1 (Form 1065) – Loss Limitations
    • Schedule K-1 (Form 1065) – Number of Forms Supported
    • Schedule K-1 (Form 1065) – Oil and Gas Depletion Information
    • Schedule K-1 (Form 1065) – Other Deductions
    • Schedule K-1 (Form 1065) – Other Information
    • Schedule K-1 (Form 1065) – Other Portfolio Income (Loss)
    • Schedule K-1 (Form 1065) – Part II Issued to IRA
    • Schedule K-1 (Form 1065) – Partner Classification
    • Schedule K-1 (Form 1065) – Partners’ Capital Accounts
    • Schedule K-1 (Form 1065) – Publicly Traded Partnerships
    • Schedule K-1 (Form 1065) – Purpose
    • Schedule K-1 (Form 1065) – Requirements for Foreign Partners
    • Schedule K-1 (Form 1065) – Section 743(b) Positive Adjustments
    • Schedule K-1 (Form 1065) – Section 754 Election
    • Schedule K-1 (Form 1065) – Section 754 in Box 13 Code W
    • Schedule K-1 (Form 1065) – Section L Not Printing
    • Schedule K-1 (Form 1065) – Self-Employment Earnings
    • Schedule K-1 (Form 1065) – Specific Boxes
    • Schedule K-1 (Form 1065) – Tax-Exempt Income and Nondeductible Expenses
    • Schedule K-1 (Form 1065) – Unreimbursed Partnership Expenses
    • Schedule K-1 (Form 1065) – Unrelated Business Taxable Income
    • Schedule K-1 (Form 1065) – UPE Business Use Of Home
    • Schedule K-2 Domestic Filing Exception – Entering in Program
    • Schedule M-3 (Form 1065) – When to Enter in Program
    • Schedules C and F – Joint Venture Does Not Have to Be a Partnership Form 1065
    • Schedules L, M-1, and M-2 (Form 1065) – Printing Blank?
    • Technical Termination
    • Which Business Return Should I File?
    • Worksheet for Tracking the Basis of a Partner’s Interest in the Partnership
  • S Corporation (1120-S)
    • Amortization – Business Start-Up and Organizational Costs (Forms 1065, 1120-S, and 1120)
    • Business – Number of Returns
    • Business – Return Filing Requirements / Classification
    • Business S Corp Form 1120-S – Salaries and Wages Employee
    • Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
    • De Minimis and Small Taxpayer Safe Harbor Elections (Forms 1065, 1120, or 1120-S) NOT REPORTED on Form 3115
    • E-File Business (1065, 1120, and 1120-S ) State Return Only
    • E-Filing – Forms 1065, 1120, or 1120-S
    • E-Filing – Attaching an Approved S Corporation Election
    • Fiscal Year – Which Year Business Return to File
    • Form 1099-C – Canceled Debt Received by an S Corporation
    • Form 1120-S – Information
    • Form 1120-S – New Year’s Final Forms Not Yet Released
    • Form 1120-S – No Self Employment Tax on S-Corporation Income
    • Form 1120-S – Passive vs. Nonpassive Activity
    • Form 1120-S – Reporting Share of S Corporation Income
    • Form 1120-S – Salaries and Wages Compensation of Officers
    • Form 1120-S – Schedule B, Mark “Yes” for Question 10
    • Form 1120-S – Section 179 Depreciation
    • Form 1120-S – Short Tax Year
    • Form 1120-S – Standard Mileage Method for Vehicle Expenses
    • Form 1120-S – Withdrawal to Shareholders
    • Form 1120, Form 1120-S, Form 990-PF – Estimated Tax Payments
    • Form 1125-E – Compensation of Officers
    • Form 2553 – Entering or Reviewing
    • Form 2553 – Revocation of Small Business Corporation Election
    • Form 8594 – Number of Forms Supported
    • Forms 1041-N, 5227, 1041-QFT, 1120-SF, and WHFITs – Common Trust Fund
    • Forms 1065 / 1120-S / 1120 / 1040-NR / 1041 Availability
    • Forms 1065 and 1120-S – Business Credits
    • Forms 1120 and 1120-S – Retained Earnings
    • Importing Company Accounting Records into Your Return: 1120S or 1065
    • K-1 Basis Worksheet – PDF Attachment Option for Form 7203
    • Limited Liability Company (LLC) – Which Return to File
    • Qualified Business Income Deduction – Pass-Through S Corporation Income
    • S Corporation Distributions
    • Schedule K (Form 1120-S) – Allocation of Distributive Share Items
    • Schedule K (Form 1120-S) – Purpose
    • Schedule K-1 – Entering
    • Schedule K-1 – More Than One Foreign Country
    • Schedule K-1 (Form 1120-S) – Entering in Program
    • Schedule K-1 (Form 1120-S) – Entry Into Business Tax Programs
    • Schedule K-1 (Form 1120-S) – Figuring Adjusted Basis of Shareholder Interest
    • Schedule K-1 (Form 1120-S) – Health Deduction Worksheet
    • Schedule K-1 (Form 1120-S) – Loss Limitations
    • Schedule K-1 (Form 1120-S) – Purpose
    • Schedule K-1 (Forms 1065 and 1120-S) – Section 179 Depreciation
    • Schedule K-1 (Forms 1065 or 1120-S) – Importing and Exporting TaxAct Returns Only
    • Schedule K-1 (Forms 1065, 1120-S, and 1041) – Number of Forms Supported
    • Schedule K-2 and K-3
    • Schedule L and M-1 (Form 1120-S)
    • Schedule M-1 – Net Income (Loss) per Books
    • Schedule M-1 for Form 1120-S, Line 1
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    • TaxAct Desktop Return File Extensions Explanation
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    • Form 1099-DIV (Form 1120) – Entry
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    • Form 1120-H – Filing for Homeowners Association
    • Form 1120-H – U.S. Income Tax Return for Homeowners Associations
    • Form 1125-E – Deductible Compensation
    • Form 851 (Form 1120) – Consolidated Return
    • Form 8832 – Entity Classification Election
    • How to Import Company Accounting Records into Your TaxAct Return:1120
    • Officer Compensation vs Salaries
    • Reporting Corporate Income Reconciliations (Form 1120) in TaxAct
    • Schedule M-3 (Form 1120) – Who Must File
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    • Schedules L, M-1, and M-2 (Form 1120)
  • Estate and Trust (1041)
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    • Form 1041 – Allocation of Deductions for Tax-Exempt Income
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    • Schedule K-1 (Form 1041) – Purpose
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    • Form 8868 – Filing a Federal Extension for Form 990, 990-EZ, 990-PF, or 990-T
    • Form 990 – Group Returns for Subordinates and Section H
    • Form 990 – Entering Prior Year Revenue
    • Form 990 – Formation Date
    • Form 990 – Organization Name Limitation
    • Form 990 – Supported
    • Form 990-EZ – Line 33 Significant Activity
    • Form 990-EZ – Line 42C – Compliance
    • Form 990-PF – Part III Analysis of Changes in Net Assets or Fund Balances
    • Forms 990 and 4562 – Depreciation and Amortization
    • Forms 990 or 990-EZ – Which to Use and When
    • Schedule A (Form 990) – Reviewing
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