instructions
- “Client Copy” Watermark
- About TaxAct Early Access
- Accessing Form Instructions
- Adding a New Return
- After Filing a Tax Return – Next Steps
- Alaska – Permanent Fund Dividends
- Alert – Green Alert Capital Gains Tax Rate
- BluPrint Financial Savings Report
- California – AGI Rejection – Rule Number F540/NR/NRS/2EZ-170
- California – VPDI
- Canadian Retirement Income
- Capital Gains and Losses – Capital Loss Limit and Carryforward to Next Year
- Capital Gains and Losses – Sale of Home – Business Use of Home
- Capital Gains and Losses – Sale of Home – Short Sale Real Estate
- Charitable – Benefit Received For Contribution
- Child Tax Credit – Nonrefundable Credits (or Form 2555) Worksheet
- Community Property States – Federal Allocation Record – Married Filing Separate
- De Minimis or Small Taxpayer Safe Harbor Election – Not Reported on Form 3115
- Deleting/Removing a State Return From TaxAct Desktop
- Dependents – Entering Information in Program
- Depreciation – Amortization Code
- Desktop Program Selecting States For Multiple Returns
- Desktop Versions – How to Change Font Size
- Downloading and Installing TaxAct
- E-File a State Return Only – Professional Editions
- E-File Business (1065, 1120, and 1120-S ) State Return Only
- E-File Status
- E-Filing – Viewing or Printing Instructions
- E-Filing Instruction Letter – Professional Editions
- EFIN Verification Process
- Email Notification When Forms Become Available
- Employer Reporting Requirements
- Entering in Program – Fillable Forms
- Entering in Program – General Instructions for Accessing Q&A Interview
- Estimated Tax Payments – Initial Software Version Only Payments for Current Year
- Filing Status – Entering in Program
- Fiscal Year – Which Year Business Return to File
- Foreign Income – Foreign Pension or Social Security
- Form 1040 – Instructions
- Form 1040 – Taxable Scholarship Income
- Form 1041 – Allocation of Deductions for Tax-Exempt Income
- Form 1041 – Grantor Letter
- Form 1041 – Beneficiary’s Portion of Total Distributions
- Form 1041 – Cancellation of Debt Income
- Form 1041 – Capital Gains and Losses
- Form 1041 – Directly Apportioned Deductions
- Form 1041 – Entering Backup Withholding Distributed to Beneficiaries
- Form 1041 – Net Investment Income
- Form 1042-S – Box 1 Code 28 Gambling Winnings, Entry in Program
- Form 1045 – Schedule A-NOL (Current Year NOL) (CARRYFORWARD)
- Form 1098-E – Student Loan Interest
- Form 1098-T – Boxes in Detail
- Form 1099-G – Box 2 – Entering State Income Tax Refund in Program
- Form 1099-MISC – Entering in Program
- Form 1099-MISC – Red Alert
- Form 1099-MISC – Section 409A Deferrals
- Form 1099-NEC – Nonemployee Compensation
- Form 1099-R – Cost Basis
- Form 1099-R – Early Distribution Exceptions
- Form 1099-R – Early SIMPLE IRA
- Form 1116 – Duplicate Income Appearing in Part I
- Form 1116 – Foreign Tax Credit Worksheet
- Form 1116 – Gross Income From All Sources Calculation
- Form 1116 – Multiple 1099-DIVs Additional Calculation Limitation
- Form 1120 – E-Filing Balance Due Payment Options
- Form 1120-S – Reporting Share of S Corporation Income
- Form 1120-W – Calculating and Paying Estimated Corporate Income Taxes
- Form 1120, Form 1120-S, Form 990-PF – Estimated Tax Payments
- Form 14039 – Identity Theft Affidavit
- Form 2106 – Number of Vehicles for Taxpayer and Spouse
- Form 2106, Schedule F, or Schedule K-1 Business Use of Home Worksheet
- Form 2553 – Entering or Reviewing
- Form 3921 – Exercise of an Incentive Stock Option Under Section 422(b)
- Form 4684 – Losses from Ponzi-Type Investment Schemes
- Form 4797 – Sale of Business Property – Force to Part II
- Form 4952 – Investment Interest Expense Deduction and Investment Expenses
- Form 4972 – Tax Lump Sum Distributions
- Form 5405 – Repayment of Credit Due to Breaking Contract
- Form 5471 – Number of Forms Supported
- Form 6251 – Alternative Minimum Tax Exemption Amount
- Form 6251 – Net Operating Loss Deduction
- Form 8275 – Preparer Regulations
- Form 8582 – Schedule K-1 Passive Losses
- Form 8621 – Dividend Income
- Form 8801 – Entering Credit for Prior Year Minimum Tax in Program
- Form 8801 – Preventing Filing of Return and Not Needed
- Form 8815 – Series EE Bond Exclusion
- Form 8825 – Reporting Guaranteed Payments (Form 1065)
- Form 8832 – Entity Classification Election
- Form 8833 – Tax Treaty Return
- Form 8854 – Not Supported
- Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships
- Form 8885 – Health Coverage Tax Credit
- Form 8962 and Schedule A (Form 1040) – Medical Expenses
- Form 990 – Group Returns for Subordinates and Section H
- Form 990 – Return Due Date
- Form 990-PF – Part III Analysis of Changes in Net Assets or Fund Balances
- Form W-2 – Nonqualified Plans
- Form W-2 – Not Received or is Incorrect
- Form W-4 – Calculating For Allowances Adjustment
- Forms 990 or 990-EZ – Which to Use and When
- Health Insurance Coverage in Year of Birth or Death
- How to Back Up Returns or Restore Backups with TaxAct Desktop
- How to Delete an Individual Form in TaxAct
- How to Mail a Paper Return (Paper File)
- Idaho – Maintaining a Home for Aged and/or Developmentally Disabled
- Illinois – Property Tax Credit – Property Number
- Import Itemized Deductions from Prior Year for Comparison
- In Care Of – Third Party
- Indiana – Printing the Post Filing Coupon (PFC) Payment Voucher
- Indiana Post Filing Coupon
- Individual Shared Responsibility Provision – U.S. Citizens Living Abroad
- IRA – Contribution Allowed View Worksheet Calculations
- IRS 5591 Letter – Form 8962 Not Received
- IRS Notice 2014-7 – Difficulty of Care Payments
- Jury Duty Pay and Jury Pay Employer Repayment
- Locate or Retrieve Your Previous Year AGI
- Mailing Addresses for Filing
- Married Filing Joint or Married Filing Separate – Filing State Return with Spouse as Nonresident Alien
- Maryland – State Pickup Amount
- Massachusetts – Duplicate Wages Entered in Form W-2 (Residents Only)
- Massachusetts – Form 1099-HC
- Massachusetts – Wage Adjustment
- Master Forms Master Instruction Letter
- Minnesota – Form M1PR – Property Tax Refund
- Mortgage Interest – Prepay Penalty
- New Hampshire – Non-Taxable Annuity Income
- New Jersey – No Tax Liability
- New Jersey – Schedule NJ-COJ User-Entered Fields Line 1 Line 9
- New Jersey – Wages Too High
- New York – Government Pension Exclusion
- New York Unable to E-File Due to Federal Unable to E-File
- New York Verification Code
- Nonresident Partner – E-File without ITIN or SSN
- Ohio – List of School Districts Which Assess Income Tax
- Oregon – Federal Pension Exclusion Before October 1, 1991
- Pension Protection Act of 2006 Insurance Premiums PSO
- Placing an Order
- Preparer – Instruction Letter for Pro Client – Mail or E-File
- Preparing Your State Return
- Print E-Filing Instructions When Returning to Tax Return
- Print Filing Instructions (Video)
- Printing Receipt for TaxAct Online Returns
- Printing the Electronic Filing Instructions
- Printing Your Return and Individual Forms – TaxAct Desktop
- Printing Your Return and Individual Forms – TaxAct Online
- Professional Editions – No States Selected to Print
- Professional Editions – Password Expiration Notice
- Professional Editions – Preparer PDF Import
- Qualified Charitable Distributions Requirements In TaxAct
- Real Estate Taxes – Property Taxes
- Recharacterization #1 – Traditional IRA Contribution Recharacterized to Roth IRA Contribution
- Recoveries as Income – Property Tax Refund or Rebate
- Red Alert – Form W-2G – State Abbreviation
- Remove Return or Submit Privacy Request (Erasure Request)
- Rental Income – Less Than Fair Market Price
- Sales Tax – Deductions for a New Vehicle
- Sales Tax – Entering in the Program
- Sales Tax – Home
- Schedule 3 (Form 1040) – Excess Social Security Withheld
- Schedule A (Form 1040) – Printing When Taking Standard Deduction
- Schedule A (Form 990) – Reviewing
- Schedule B – When to Use/Print Only if Required
- Schedule B (Form 990) – Schedule of Contributors
- Schedule C – Accounting Method
- Schedule C – Deleting from Form 1099-MISC Entries
- Schedule C – Investment at Risk
- Schedule C – Sale of Vehicle using Standard Mileage Rate
- Schedule C or Form 2106 – Housing Allowance Tax Free Income SE Adjustment
- Schedule D – Home Sale Worksheet
- Schedule D (Form 1040) – Capital Gains and Losses
- Schedule E – Vacation Home Limitation Carried Forward
- Schedule E – Vacation Home Limitation Worksheet View Worksheet
- Schedule F – Line E Materially Participate
- Schedule K-1 (Form 1041) – Foreign Tax
- Schedule K-1 (Form 1065) – Alternative Minimum Tax Oil, Gas, and Geothermal
- Schedule K-1 (Form 1065) – Guaranteed Payments
- Schedule K-1 (Form 1065) – Partners’ Capital Accounts
- Schedule K-1 (Form 1065) – Self-Employment Earnings
- Schedule K-1 (Form 1065) – Tax-Exempt Income and Nondeductible Expenses
- Schedule K-1 (Form 1120-S) – Figuring Adjusted Basis of Shareholder Interest
- Schedule OI – Entering in the Program
- Schedule SE – Nonresident Alien Not Covered
- Schedule SE – Notary Public Exempt
- Section 965 Reporting
- Self Employment – Foreign Earnings
- Social Security Benefits Worksheet – Taxable Amount
- Standard Mileage Vehicle Expense
- State Sales Tax Worksheet
- Wisconsin – E-File Return and Paper-File Schedule H (Homestead Credit)
- Worksheet for Tracking a Shareholder’s Stock Basis
- Yellow Alert – Excess FICA Credit