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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
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Getting Started

24

Adding a New Return
Changing Basic Information (Name, SSN, Birthdate)
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Contact Us
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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
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Qualifying Child – of Noncustodial Parent
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Start a Current Year Return – TaxAct Online Editions
State Program Updates
Student Information – No Students Listed in Drop-Down
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TaxAct Home and Business Bundles
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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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Using TaxAct

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Clearing the Program Cache
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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
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Amending Your Return
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Download

11

DO NOT FILE Printed on Return
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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
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Professional E-file Information
Filing Your Paper Return
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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
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Signing Into TaxAct (Video)
State Filing Charges – Consumer
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View and Manage My Trusted Devices
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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
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Video Tutorials

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Video Tutorials

Product Information

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BluVest Contact Information
Disable Notification Center Pop-Ups – Professional Editions
Federal Software Updates
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Is BluVest part of TaxAct?
Opening BluVest IRA Account With Tax Refund
Opening BluVest IRA Account With Tax Refund
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