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

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Ordering & Account Information

260

Account Update for Customer ID Users
Change a Title on a Return
Create TaxAct Account
Creating a New Return in Your TaxAct Account
Creating and Using a Passkey
E-Filing – Viewing or Printing Instructions
Placing an Order
Printing Receipt for TaxAct Online Returns
Ordering
Product Information
Billing
Account Maintenance
IRS/State Filing
Log-in Issues
Status

Getting Started

24

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

TaxAct Professional

214

1120 Net Operating Loss (NOL) and Form 1139
1120-S Schedule K-2 and K-3 – Domestic Filing Exception
ACA Explanation Statement – Entry into TaxAct
Add or Update Your Pre-Order Payment Information
Data Conversion Frequently Asked Questions
E-Signatures Frequently Asked Questions
Entering Corrected Forms
How to Check if Your Child Tax Credit Letter is Inaccurate
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Preparer Regulations – IRS and State Agencies Expand ID Theft Safeguards
Professional – Recover Online Username or Password
Professional Editions – What’s New This Year
Professional Editions: Client Portals – E-Signature Event Types
Reducing PDF File Size
Release Dates – Professional Editions
Request a Copy of a State Return or Transcript
Schedule K-2 Domestic Filing Exception – Entering in Program
TaxAct Mobile App
Top 6 Tax Changes You Should Know About for 2022
Troubleshooting Links for Third-Party Authenticators
Uploading Documents with the IRS Document Upload Tool
WebView2 Troubleshooting
WebView2: Error When Installing
Why Is My Tax Refund Smaller This Year?
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Ordering
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TaxAct Professional Enterprise Editions

Using TaxAct

177

Clearing the Program Cache
Creating and Using a Passkey
WebView2 Troubleshooting
WebView2: Error When Installing
Getting Started
Printing Issues
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Program Updates
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Importing

Tax Help

1145

1120 Net Operating Loss (NOL) and Form 1139
Enhanced Senior Deduction (2025)
FAFSA – Change in Calculation from Year to Year
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Red Alert – Error or Omission: 1065 K-1 Ordinary & Rental Income
Top 6 Tax Changes You Should Know About for 2022
Trump Account Elections – Form 4547 (IRC 530A)
Special Tax Situations
Federal Income
Adjusted Gross Income/Tax Calculation
State Taxes
Federal Deductions/Credits
Amending Your Return
Business Returns

Download

11

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

Electronic Filing & Printing

294

Check the Status of Amended Return Form 1040X
COVID-19 Response: Potential IRS Delays
Electronic Filing PIN Change
Extension of Time to File Your Individual Tax Return
Fixing AGI Rejection on a Mobile Device
Form 4868 – Printing a Copy
Form 4868 Extension – Safe Harbor & Penalties
IRS – Filing Deadlines
IRS Free File Alliance – Qualifications
Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
Notice CP 01A Lists Incorrect Tax Year
Protection Plus – Activate Your Audit Defense Membership
Protection Plus – Audit Defense
Protection Plus – Frequently Asked Questions (FAQs)
Protection Plus – Remove Audit Defense from Your Account
Republic Bank – Direct Withdrawal Explanation
Understanding Your Tax Refund or Amount Owed in TaxAct
Electronic Filing
Checking Your E-file Status
State E-files
Professional E-file Information
Filing Your Paper Return
Bank Products

Desktop Users

20

Account Update for Customer ID Users
Clearing Browser Cache
Consumer Editions – Locating Return Files
Create and File Prior Year Tax Returns
Desktop Software Integration – Consumer Desktop
Forgot Customer ID and/or Associated Password
Form 4868 – Filing a Federal Individual Tax Return Extension (Consumer)
How do I update my email address?
How to Enable Cookies
IRS Contact Information
IRS limit on electronically filed tax returns
Mailing Addresses for Filing
Sign-In Instructions (Online or Desktop)
Signing Into TaxAct (Video)
State Filing Charges – Consumer
Transfer TaxAct to a New Computer – Desktop
View and Manage My Trusted Devices
What is a Trusted Device?
Why did TaxAct Begin Using Verification Codes?
Why Do I Have to Enter a Verification Code Again?

News & Reference

69

1120 Net Operating Loss (NOL) and Form 1139
IRS – Filing Deadlines
Top 6 Tax Changes You Should Know About for 2022
Uploading Documents with the IRS Document Upload Tool
Why Is My Tax Refund Smaller This Year?
Tax News & Important Dates
Tax Tips & Timely Advice
IRS Forms & Publications
Tax Related Links

Video Tutorials

20

Video Tutorials

Product Information

13

BluVest Contact Information
Disable Notification Center Pop-Ups – Professional Editions
Federal Software Updates
InfoArmor Identity Restoration
Is BluVest part of TaxAct?
Opening BluVest IRA Account With Tax Refund
Opening BluVest IRA Account With Tax Refund
PrivacyArmor Identity Protection
State Program Updates
VITA States
What is Bluvest?
What is BluVest?
Who is HDVest?

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Professional Editions – Restoring Backups
W-2 Import Process

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