Electronic Filing & Printing - E-File Taxes - TaxAct
Electronic Filing & Printing - E-File Taxes | TaxAct Support
- Add ProtectionPlus Audit Defense
- Fixing AGI Rejection on a Mobile Device
- Form 4868 - Printing a Copy
- IRS - Filing Deadlines
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Remove ProtectionPlus Audit Defense
- Republic Bank - Direct Withdrawal Explanation
- Tax Refund Options
Bank Products
- Check IRS Refund Status
- Consent to Use and Consent to Disclose
- Direct Deposit
- Paying Your TaxAct Filing Fee From Your Refund
- Print Republic Bank Application
- Professional Editions - Enter Default Credit Card Information
- Professional Editions - Santa Barbara Tax Products Group (TPG) - Not Accepting Applications
- Professional Editions – Republic Bank Setup
- Professional Editions – Santa Barbara Tax Products Group (TPG) setup
- Republic Bank - Application
- Republic Bank - Application Rejected
- Republic Bank - Customer Service
- Republic Bank - Direct Withdrawal Explanation
- Santa Barbara Tax Products Group (TPG) - Customer Service
- Santa Barbara Tax Products Group (TPG) - Enrollment Window
- Santa Barbara Tax Products Group (TPG) – EFIN Not Enrolled
- Santa Barbara Tax Products Group (TPG) – Enrollment
- Santa Barbara Tax Products Group (TPG) – Fast Cash Advance (FCA) Option Not Showing
- Serve® card - Accessing the Refund Once It's Available
- Serve® card - Adding Money
- Serve® card - Identification Questions
- Serve® card - Reasons to Get One
- Serve® card - User Agreement
- Serve® card- Free Reloads, Help, and Support
Checking Your E-file Status
- Cancel or Modify an E-Filed Return
- Causes for Delays in Refunds from the IRS
- Check E-File Taxes Status - TaxAct
- Correct and Resubmit E-Files
- Dependent Rejection
- E-Filing - Limit of Five Returns
- Fixing an IRS Rejected E-File
- Form W-2 - Make a Change After E-Filing
- How to Know if Your Return Has Been Filed
- 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-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 - Self-Select PIN/AGI Mismatch
- Most Common E-File Error and Rejection Codes
- Refund from IRS Less than Expected
- Refunds - IRS Questions and Answers
- Reject Error for W-2, W-2G, or 1099-R
- Rejection Due to Adjusted Gross Income (AGI)
- Stopping E-Files
- What Happens After You File Your Taxes?
- What to Know After You E-File
- Where's My Refund?
Electronic Filing
- AGI, Self-Select PIN, and Electronic Authentication
- Answers to Top E-Filing Questions
- Bank Routing Number and Account Number Location
- Cancel or Modify an E-Filed Return
- Causes for Delays in Refunds from the IRS
- Check E-File Taxes Status - TaxAct
- Consent to Use and Consent to Disclose
- Consumer Editions - E-Filing Just the State Return Without the Federal Return
- Consumer Product Offerings
- Converting an E-file Attachment to a PDF
- Correct and Resubmit E-Files
- Deduct Your TaxAct Fee From Your Federal or State Refund
- Dependent Rejection
- E-Filing - Amended State Return
- E-Filing - Charges for Resubmitting
- E-Filing - Direct Debit Not Set Up
- E-Filing - Form 8453 and Submission ID
- E-Filing - Incorrect Bank Information for Direct Deposit
- E-Filing - IRS Refund Cycle Chart
- E-Filing - Last Name Suffix (i.e. Jr, Sr, Third, III)
- E-Filing - Limit of Five Returns
- E-Filing - Return Rejected and Direct Debit or Credit Card Payment Scheduled
- E-Filing - Submission Deadline
- EFIN Verification Process
- EFTPS - Online Electronic Federal Tax Payment System
- Electronic Funds Withdrawal Change Account Number
- Estimated Tax Payments - Voucher and Worksheet Do Not E-File
- Federal Tax Filing Season Opening Date
- File My Return with TaxAct
- Filing a State Extension
- Finishing Your Return After Filing an Extension
- Fixing an IRS Rejected E-File
- Fixing Incorrect Routing Number After E-File
- Foreign Address - Entering in Program
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Form 7004 - Income Tax Return Extensions
- Form 8453 - Attachments
- Form 8863 - Education Credits
- Form 990 - Rejection - Schedule B, Item H Checkbox Not Checked
- Form W-2 - E-Filing with Nontaxable Combat Pay
- Form W-2 - Make a Change After E-Filing
- How to Access Attachment Manager
- How to Know if Your Return Has Been Filed
- Important Information for the Tax Filing Deadline
- Including Attachments With Return
- Incorrect ZIP Code
- Indiana - Printing the Post Filing Coupon (PFC) Payment Voucher
- Ineligible for Self-Select PIN Method
- IRS - Filing Deadlines
- IRS Forms Not Yet Released - TaxAct
- IRS Reject Codes - IND-031-04 and IND-032-04
- IRS Reject Codes - IND-039, IND-040, and IND-041
- IRS Reject Codes - IND-180, IND-181, IND-182, and/or IND-183
- IRS Reject Codes - Name, Birthdate, SSN Mismatch
- IRS Reject Codes - R0000-902-01
- IRS Reject Codes - Self-Select PIN/AGI Mismatch
- K-1 Basis Worksheet - PDF Attachment Option for Form 7203
- Locate or Retrieve Your Previous Year AGI
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Pay Tax Owed - E-Filing Balance Due Returns
- Paying Your TaxAct Filing Fee From Your Refund
- Print E-Filing Instructions When Returning to Tax Return
- Refund Delays for Those Claiming EITC and ACTC
- Refund from IRS Less than Expected
- Reject Error for W-2, W-2G, or 1099-R
- Rejection Due to Adjusted Gross Income (AGI)
- Request a Copy of Your Return
- Section 83(b) Election
- Social Security Number Recently Changed
- State Driver Licenses Information
- State E-File Status
- State Return Status Must Match Federal Return Status
- Steps to Submit an Electronic Return
- Stopping E-Files
- Submission ID - Modernized e-File
- Submit Previous Year Returns by E-File
- Tax Due Payment Methods (Federal Only)
- TaxAct Product Fee Payment Options
- U.S. Series I Savings Bonds
- VPS Pre Authorizations
- What Do I Need to File?
- What Happens After You File Your Taxes?
- What to Know After You E-File
- Where's My Refund?
- Why Was I Charged Twice?
Filing Your Paper Return
- Create and File Prior Year Tax Returns
- File My Return with TaxAct
- Filing a State Extension
- Finishing Your Return After Filing an Extension
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Form 4868 - Printing a Copy
- Form 8453 - Attachments
- Ineligible for Self-Select PIN Method
- IRS - Filing Deadlines
- IRS Forms Not Yet Released - TaxAct
- Mailing Addresses for Filing
- Refund from IRS Less than Expected
- State Return Status Must Match Federal Return Status
- What Do I Need to File?
- What Happens After You File Your Taxes?
- Where's My Refund?
Professional E-file Information
- Access or Print the Application Summary from IRS e-Services
- Accuracy Guarantee Professional Editions - Overrides
- California - Mandatory E-File
- Continuing Education for Tax Professionals
- Form 8879 - ERO PIN (Practitioner PIN)
- IRS Reject Codes - IND-039, IND-040, and IND-041
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Prepaid E-Filing - Practice ID and EFIN Verification
- Preparer Regulations - Form W-12 Replaces Form W-7P
- Preparer Regulations - Preparer Tax Identification Number (PTIN) Mandatory
- Professional Editions - Annual PTIN Renewal
- Professional Editions - E-Filing Payment Methods
- Professional Editions - EFIN Required Before Getting Started With E-Filing
- Professional Editions - Filing VITA/TCE Returns
- Professional Editions - IRS Requirements for Tax Return Preparers
- Professional Editions - Submission ID Does Not Transfer
- Self-Select PIN vs. Practitioner PIN
- Where's My Client's Refund?
- Where's My Refund?
State E-files
- Consumer Editions - E-Filing Just the State Return Without the Federal Return
- Deduct Your TaxAct Fee From Your Federal or State Refund
- E-Filing - Amended State Return
- Filing a State Extension
- Filing a State Return
- Form 1099-MISC - Deleting Blank Forms
- Georgia - Direct Deposit Limitations
- Indiana - Printing the Post Filing Coupon (PFC) Payment Voucher
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Preparing Your State Return
- State Driver Licenses Information
- State E-File Status
Getting Started - Help & Support - TaxAct
Getting Started - Help & Support | TaxAct
- Access to Download - My Account
- Adding a New Return
- Clearing the Program Cache
- Forgot Online Username or Password
- Forgot Security Question Answer
- Keeping Your TaxAct Account and Information Secure
- Release Dates of TaxAct Consumer Editions
- Sign In Help
- Start a Current Year Return - TaxAct Online Editions
- State Program Updates
- TaxAct Mobile App Discontinued
- Verification Code - Can I Skip This Step?
- Verification Code - I Did Not Receive It by Text or Email?
- WebView2: Error When Installing
- What Do I Need to File?
News & Reference
News & Reference
- 1120 Net Operating Loss (NOL) and Form 1139
- IRS - Filing Deadlines
- Keeping Your TaxAct Account and Information Secure
- Uploading Documents with the IRS Document Upload Tool
IRS Forms & Publications
- 1120 Net Operating Loss (NOL) and Form 1139
- Canceled Debt, Abandonments, Foreclosures - IRS Publication 4681
- Customer Comments and Suggestions
- Employer ID Number
- Employer Identification Number (EIN) - Valid Range
- IRS - Contact Information
- IRS Forms Not Yet Released - TaxAct
- REMIC - Real Estate Mortgage Investment Conduit
- Uploading Documents with the IRS Document Upload Tool
Tax News & Important Dates
- Definitions - Government Issued Numbers: EFIN, ERO, ETIN, EIN, ITIN, PTIN, and TIN
- E-Filing - Submission Deadline
- Federal Tax Filing Deadline
- Federal Tax Filing Season Opening Date
- IRS - Contact Information
- IRS - Filing Deadlines
- Refund Delays for Those Claiming EITC and ACTC
- Some Refunds Delayed to Combat Fraud
- Tax Cuts and Jobs Act
- Uploading Documents with the IRS Document Upload Tool
- Where's My Refund?
Tax Related Links
- Foreign Income - Contact Internationally
- How to Contact IRS?
- How to Obtain a Copy of a Tax Return
- IRS - Contact Information
- IRS - Information for Small Businesses
- Military - IRS Websites
- Record Retention - How Long to Save Your Return
- Record Retention Keep Records
- Refinancing
- Self-Help Tax Links
- Where To File - Filing Address
Tax Tips & Timely Advice
- Earned Income Credit - Entering in TaxAct
- Form W-2 - Haven't Received It Yet? - What to Do - TaxAct
- Identity Theft - TaxAct
- Important Information for the Tax Filing Deadline
- IRS - Contact Information
- Social Security Administration Toll Free Phone Number
Ordering & Account Information - TaxAct
Ordering & Account Information - TaxAct
- E-Filing - Viewing or Printing Instructions
- Printing Receipt for TaxAct Online Returns
Account Maintenance > Desktop Users
- Cancel or Modify an E-Filed Return
- Change My Password in My Account
- Sign In Help
- Signing In From A New Location
- Updating Your Credit Card Information
- Verification Code - How is It Used?
- Verification Code - I Need One or I No Longer Have Access to Email Account
- Verification Codes - Receiving Via Text Message
Account Maintenance > Online / Over the Web
- About Your Username and Password
- Adding a New Return
- Cancel or Modify an E-Filed Return
- Change My Password in My Account
- Change My Username
- Forgot Online Username or Password
- Forgot Security Question Answer
- How Do I Locate the TaxAct Online Account I Registered?
- Remove TaxAct Online Return
- Sign In Help
- Signing In From A New Location
- Update Email Address or Mobile Phone Number
- Verification Code - How is It Used?
- Verification Code - I Need One or I No Longer Have Access to Email Account
- Verification Codes - Receiving Via Text Message
Account Maintenance > Professional Preparers
- Cancel or Modify an E-Filed Return
- Change My Password in My Account
- Prepaid E-Filing - Practice ID and EFIN Verification
- Sign In Help
- Signing In From A New Location
- Updating Your Credit Card Information
- Verification Code - How is It Used?
- Verification Code - I Need One or I No Longer Have Access to Email Account
- Verification Codes - Receiving Via Text Message
Billing > Desktop Users
- Consumer Product Offerings
- E-Filing - Charges for Resubmitting
- Refund of TaxAct Product - Processing Time
- State Program Release Dates
- Updating Your Credit Card Information
- When Is Your Credit Card Charged?
Billing > Online / Over the Web
- Consumer Product Offerings
- E-Filing - Charges for Resubmitting
- Lock In Pricing from a Special Offer
- Printing Receipt for TaxAct Online Returns
- Refund of TaxAct Product - Processing Time
- State Program Release Dates
- Viewing Your TaxAct Online Charges
- Why Was I Charged Twice?
Billing > Professional Preparers
- E-Filing - Charges for Resubmitting
- Prepaid E-Filing - Practice ID and EFIN Verification
- Professional Editions - E-Filing Prices
- Refund of TaxAct Product - Processing Time
- State Program Release Dates
- Updating Your Credit Card Information
- When Is Your Credit Card Charged?
IRS/State Filing > Online / Over the Web
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- California - Mandatory E-File
- Create and File Prior Year Tax Returns
- E-Filing - Limit of Five Returns
- E-Filing - Viewing or Printing Instructions
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Mailing Addresses for Filing
IRS/State Filing > Professional Preparers
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- California - Mandatory E-File
- Create and File Prior Year Tax Returns
- E-Filing - Limit of Five Returns
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Mailing Addresses for Filing
Log-in Issues > Online / Over the Web
- About Your Username and Password
- Change My Username
- Clearing Browser Cache
- Forgot Online Username or Password
- How Do I Locate the TaxAct Online Account I Registered?
- Sign In Instructions - Desktop (Download/Install) or Online (Web-Based)
- Signing In From A New Location
- Troubleshooting Links for Third-Party Authenticators
- Verification Code - Can I Skip This Step?
Log-in Issues > Professional Preparers
- Access to Download - My Account
- Clearing Browser Cache
- Look Up Username or Reset Password
- Professional Editions - Required Sign in
- Sign In Instructions - Desktop (Download/Install) or Online (Web-Based)
- Signing In From A New Location
- Troubleshooting Links for Third-Party Authenticators
Ordering > Desktop Users
- "Not Released" Download Message After Purchase
- Consumer Product Offerings
- How to Upgrade Your TaxAct Product
- Placing an Order From Outside the United States
- Release Dates of TaxAct Consumer Editions
- Resubmitting E-File with New Credit Card Number
- State Program Release Dates
- TaxAct Product Guarantees
- TaxAct Software For Previous Years
- Updating Your Credit Card Information
- When Is Your Credit Card Charged?
Ordering > Online / Over the Web
- Consumer Product Offerings
- How Do I Locate the TaxAct Online Account I Registered?
- Lock In Pricing from a Special Offer
- Release Dates of TaxAct Consumer Editions
- Resubmitting E-File with New Credit Card Number
- State Program Release Dates
- TaxAct Software For Previous Years
Ordering > Professional Preparers
- "Not Released" Download Message After Purchase
- Features - Professional Editions
- Placing an Order From Outside the United States
- Prepaid E-Filing - Practice ID and EFIN Verification
- Professional Editions - E-Filing Prices
- Release Dates of TaxAct Consumer Editions
- Resubmitting E-File with New Credit Card Number
- State Program Release Dates
- TaxAct Product Guarantees
- TaxAct Software For Previous Years
- Updating Your Credit Card Information
- When Is Your Credit Card Charged?
Product Information > Desktop Users
- "Not Released" Download Message After Purchase
- Consumer Product Offerings
- E-Filing - Limit of Five Returns
- Keeping Your TaxAct Account and Information Secure
- Macintosh Version Availability
- Placing an Order From Outside the United States
- Release Dates of TaxAct Consumer Editions
- State Program Release Dates
- TaxAct Product Guarantees
- TaxAct Software For Previous Years
- When Is Your Credit Card Charged?
Product Information > Online / Over the Web
- About TaxAct Early Access
- About Your Username and Password
- Consumer Product Offerings
- E-Filing - Limit of Five Returns
- How do I connect with a tax expert while using TaxAct?
- How Do I Locate the TaxAct Online Account I Registered?
- Keeping Your TaxAct Account and Information Secure
- Macintosh Version Availability
- Placing an Order From Outside the United States
- Release Dates of TaxAct Consumer Editions
- State Program Release Dates
- TaxAct Refer-a-Friend Program
- TaxAct Software For Previous Years
- When Is Your Credit Card Charged?
Product Information > Professional Preparers
- "Not Released" Download Message After Purchase
- E-Filing - Limit of Five Returns
- Features - Professional Editions
- Macintosh Version Availability
- Prepaid E-Filing - Practice ID and EFIN Verification
- Preparer Regulations - IRS and State Agencies Expand ID Theft Safeguards
- Professional Editions - Data Backup Expiration
- Professional Editions - E-Filing Prices
- Professional Editions - Required Sign in
- Release Dates of TaxAct Consumer Editions
- State Program Release Dates
- TaxAct Product Guarantees
- TaxAct Software For Previous Years
- What is a Practice ID and Where to Find (or Enter) Yours
Status > Desktop Users
- Cancel or Modify an E-Filed Return
- Contact Us
- Unsubscribe Request
Status > Online / Over the Web
- Cancel or Modify an E-Filed Return
- Contact Us
- Unsubscribe Request
Status > Professional Preparers
Product Information - Tax Support - TaxAct
Product Information - Tax Support - TaxAct
- Disable Notification Center Pop-Ups - Professional Editions
- Federal Software Updates
- State Program Updates
- VITA States
Tax Help & Support - TaxAct
Tax Return Help | Tax Filing Support | TaxAct Help
- 1120 Net Operating Loss (NOL) and Form 1139
- Betterment - Electronic Import
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Raymond James - Electronic Import
- Red Alert - Error or Omission: 1065 K-1 Ordinary & Rental Income
Adjusted Gross Income/Tax Calculation > Exemptions
- Child(ren) of Divorced or Separated Parents
- Dependents - ATIN Not Received for Adopted Child
- Dependents - Child Born and Died with No SSN
- Dependents - Child Newborn
- Dependents - Child Stillborn
- Dependents - Entering Hyphenated Last Name or Two Last Names in Program
- Dependents - General Information
- Dependents - Income Filing Requirements
- Dependents - Parent
- Dependents - Resident of Mexico or Canada
- Filing Status - Married Person
- Form W-4 - Exemption From Withholding
- Locate or Retrieve Your Previous Year AGI
Adjusted Gross Income/Tax Calculation > Other Taxes
- Estimated Tax Payments - Already Made for the Current Year Return
- Form 1099-MISC - Entering in Program
- Form 1099-MISC - Section 409A Deferrals
- Form 6251 - Alternative Minimum Tax - AMT
- Form 6251 - Alternative Minimum Tax - Check Boxes
- Form 8962 - Excess Advance Premium Tax Credit Repayment
- Form W-2 - Tier I Medicare Railroad Retirement
- Forms 1099-INT or 1099-OID - Penalty on Early Withdrawal of Savings
- Forms 8615 or 8814 - Which Form Do I Need?
- IRS First-Time Penalty Relief
- Locate or Retrieve Your Previous Year AGI
- Schedule D - AMT Calculation
- Schedule H - Household Employment Taxes
- Schedule SE - Adjustments
- Schedule SE - Adjustments Defaults to Long Form
- Schedule SE - Maximum Earnings Subject to Self-Employment Tax
- Schedule SE - Optional Method
- Self Employment Tax
Adjusted Gross Income/Tax Calculation > Taxable Income/Tax Calculation
- Alimony
- Calculating and Paying Quarterly Estimated Taxes
- Child Support
- Disaster - Tax Relief Assistance
- Filing Status - Head of Household
- Filing Status - Head of Household - Eligible or Non-Eligible
- Filing Status - Qualifying Widow(er) with Dependent Child
- Form SSA-1099 - Dependents
- Head of Household - Non-Related Adult
- Locate or Retrieve Your Previous Year AGI
- MFJ vs. MFS - Federal and State
- Nontaxable Income
- Royalties - General Information
- Tips - Reported, Unreported, and Allocated
Amending Your Return
- Amend Federal Return to Include Repayment of the First-Time Homebuyer Credit
- Amending Your State Return
- Cancel or Modify an E-Filed Return
- Create and File Prior Year Tax Returns
- E-Filing - Amended State Return
- Form 1040-X - Amendment with No Changes to Dollar Amounts
- Form 1040-X - How to Create an Amended Return
- Form 1040-X - Supporting Forms Do Not Print
- Form 1040-X - Underpayment Penalty
- Record Retention - How Long to Save Your Return
Business Returns > C Corporation
- 1120 Net Operating Loss (NOL) and Form 1139
- Accounting Method
- Adjusted Basis - Increases and Decreases
- Amortization - Corporation's First Year
- Amortization vs. Depreciation
- Applying for an Employer Identification Number (EIN)
- Business - Number of Returns
- Business - Return Filing Requirements / Classification
- Business Income vs. Nonbusiness Income
- California - Business Entity Identifying Number
- Common Book-Tax Differences on Schedule M-1 for Form 1120
- Form 1120 - Business Credits
- Form 1120 - E-Filing Balance Due Payment Options
- Form 1120 - Reducing Certain Expenses
- Form 1120 - Return Due Date
- Form 1120-H - Filing for Homeowners Association
- Form 1120-W - Calculating and Paying Estimated Corporate Income Taxes
- Form 1120-X - Amended Form 1120 Return
- Form 1125-E - Compensation of Officers
- Form 1125-E - Deductible Compensation
- Form 2553 - S Corporation Election for States
- Form 8453 - Attaching Signed Form to a Federal Business Return
- Forms 1120 and 1120-S - Retained Earnings
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Record Retention - How Long to Save Your Return
- Schedule M-1 - Net Income (Loss) per Books
- Schedule M-3 (Form 1120) - Who Must File
- Schedule UTP (Form 1120)
- Schedules L, M-1, and M-2 (Form 1120)
- Section 179 Expense vs. Bonus Depreciation
- State and Local Taxes
- Texas - Franchise Tax Report
- What Happens After You File Your Business Return?
- Which Business Product to Use to File Your Return
Business Returns > Estates and Trusts
- Form 1041 - Grantor Letter
- Form 1041 - Return Due Date
- Forms 1041 and 706 - Generation-Skipping Transfer
Business Returns > Partnerships
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- Accounting Method
- Adjusted Basis - Increases and Decreases
- Amortization vs. Depreciation
- Applying for an Employer Identification Number (EIN)
- Business - Number of Returns
- Business - Return Filing Requirements / Classification
- Business Income vs. Nonbusiness Income
- California - Business Entity Identifying Number
- Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
- Connecticut - Change to Pass-Through Entity Tax
- Entering in Program - Schedule L - Non Recourse Liabilities
- Form 1065 - Entity Types
- Form 1065 - Other Deductions or Expenses
- Form 1065 - Passive vs. Nonpassive Activity
- Form 1065 - Return Due Date
- Form 8453 - Attaching Signed Form to a Federal Business Return
- Forms 1065 and 1120-S - Business Credits
- Limited Liability Company (LLC) - Which Return to File
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Partner Capital Account vs. Outside Basis
- Partnership Capital Account Tax Basis Changes
- Record Retention - How Long to Save Your Return
- Red Alert - Error or Omission: 1065 K-1 Ordinary & Rental Income
- Schedule K (Form 1065) - Allocation of Distributive Share Items
- Schedule K (Form 1065) - Purpose
- Schedule K-1 (Form 1065) - Guaranteed Payments
- Schedule K-1 (Form 1065) - Partner Classification
- Schedule K-1 (Form 1065) - Partners' Capital Accounts
- Schedule K-1 (Form 1065) - Purpose
- Schedule K-1 (Form 1065) - Requirements for Foreign Partners
- Schedule K-1 (Form 1065) - Section 754 Election
- Schedule M-1 - Net Income (Loss) per Books
- Schedule M-3 (Form 1065) - When to Enter in Program
- Section 179 Expense vs. Bonus Depreciation
- Single-Member LLC
- State and Local Taxes
- Technical Termination
- Texas - Franchise Tax Report
- What Happens After You File Your Business Return?
- Which Business Product to Use to File Your Return
Business Returns > S Corporation
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
- Accounting Method
- Adjusted Basis - Increases and Decreases
- Amortization vs. Depreciation
- Applying for an Employer Identification Number (EIN)
- Business - Number of Returns
- Business - Return Filing Requirements / Classification
- Business Income vs. Nonbusiness Income
- California - Business Entity Identifying Number
- Common Book-Tax Differences on Schedule M-1 for Forms 1065 and 1120-S
- Connecticut - Change to Pass-Through Entity Tax
- Form 1120-S - Passive vs. Nonpassive Activity
- Form 1120-S - Return Due Date
- Form 1120-S - Section 179 Depreciation
- Form 1120-S - Withdrawal to Shareholders
- Form 1120-W - Calculating and Paying Estimated Corporate Income Taxes
- Form 2553 - S Corporation Election for States
- Form 8453 - Attaching Signed Form to a Federal Business Return
- Forms 1065 and 1120-S - Business Credits
- Forms 1120 and 1120-S - Retained Earnings
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Record Retention - How Long to Save Your Return
- S Corporation Distributions
- Schedule K (Form 1120-S) - Allocation of Distributive Share Items
- Schedule K (Form 1120-S) - Purpose
- Schedule K-1 (Form 1120-S) - Purpose
- Schedule M-1 - Net Income (Loss) per Books
- Schedule M-3 (Form 1120-S) - Requirements for Filing
- Schedules L and M-1 (Form 1120-S)
- Section 179 Expense vs. Bonus Depreciation
- State and Local Taxes
- Texas - Franchise Tax Report
- What Happens After You File Your Business Return?
- Which Business Product to Use to File Your Return
Federal Deductions/Credits > Dependent Care Credit/Child Tax Credit
- Child Tax Credit - Additional Child Tax Credit and ARRA
- Child Tax Credit - Dependent Social Security Number Required
- Child Tax Credit - Nonrefundable Credit
- Child(ren) of Divorced or Separated Parents
- Dependents - Adding in Program
- Dependents - Entering and Reviewing
- Dependents - Permanently and Totally Disabled
- Dependents - Who You Can Claim for Certain Tax Benefits
- Disability Requirement for IRS Credits - Definition of Permanently and Totally Disabled
- Form 2441 - Child and Dependent Care Credit
- Form 2441 - Credit Calculation
- Form 2441 - Dependent Care Benefits in Excess of $5,000
- Form 2441 - Entering Child and Dependent Care Expenses in Program
- Form 2441 - Excluded and Taxable Benefits
- Form 2441 - Income Adjustment for Spouse Who is Disabled or a Student
- Form 2441 - Paid Amount Equal to Qualified Expenses
- Form 2441 - Preschool Expenses
- Form W-2 - Exclusion From Income
- Puerto Rico – How to claim the Child Tax Credit
Federal Deductions/Credits > Earned Income Credit (EIC)
- Child(ren) of Divorced or Separated Parents
- Dependents - Who You Can Claim for Certain Tax Benefits
- Earned Income Credit - About
- Earned Income Credit - Child Already Claimed
- Earned Income Credit - Entering Combat Pay for Calculation
- Earned Income Credit - Entering in TaxAct
- Earned Income Credit - Income That is Not Earned
- Earned Income Credit - Tax Credit for Presidentially-Declared Disasters
- Earned Income Credit - Unemployment
- Earned Income Credit or Child/Dependent Care Credit - Child Not Dependent
- Form 8862 - Enter or Delete Form Information
- Professional Editions - Paid Preparer's Due Diligence Checklist
Federal Deductions/Credits > IRA Deduction
- Form 5498 - IRA Contribution Information
- IRA - Contribution Limits
- Retirement Plans - Investing
Federal Deductions/Credits > Itemized/Standard Deductions
- Age 65 or Older/Blind
- Business - Expenses
- Business - Use of Home - Employee
- Business - Use of Home - General Information
- Business Expenses - Postal Service Workers Mileage Rate
- Cash Contributions Limitations Worksheet
- Casualty and Theft - Reimbursement Less Than Expected or Reported
- Charitable - Desktop and Professional Editions - Detailed Information Dialog Box Limited to 250 Entries
- 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 - Uniforms
- Deductible Charitable Contributions and Gifts
- Depreciation - Home Computers Used For Investments
- Employee Expense - Form 2106 or Schedule C
- Employee Expenses - Partial Reimbursement for Mileage
- Enter or Edit General Sales Tax Deduction
- Force Standard or Itemized Deductions
- Form 1098 - Entering in Program
- Form 1098 - Entering Points Not Reported
- Form 1098 - Mortgage Amount Over Deduction Threshold
- Form 1098-C - Contributions of Motor Vehicles, Boats, and Airplanes
- Form 1098-C - Limitation of Donated Cars, Boats, and Planes
- Form 2106 - Number of Vehicles for Taxpayer and Spouse
- Form 2106 - Per Diem Meals Deduction
- Form 8283 - Number of Noncash Charitable Contributions to Report Limited in TaxAct
- Form W-2 - Employee Expense Reimbursements
- Form W-2 - Moving Expense Reimbursements
- Gambling Winnings and Losses
- Import Itemized Deductions from Prior Year for Comparison
- 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
- Medical and Dental Expenses
- Medical Expenses - Dependent
- Medical Expenses - Married Filing Separate Spouse Expenses
- Medical Expenses - Medical Mileage
- Medical Expenses - Medicare Premiums
- Medical Expenses - Only Claim Expenses Paid In the Tax Year
- Medical Expenses - Pre-Tax Medical Premiums
- Miscellaneous Deductions
- Mortgage Insurance Premiums
- Mortgage Insurance Premiums - Entering In TaxAct
- Mortgage Interest - Foreign Home
- Mortgage Interest - Fully Deductible
- Mortgage Interest - Late Payment Charge
- Mortgage Interest - Points
- Mortgage Interest - Prepay Penalty
- Personal Property Taxes Paid
- Real Estate Taxes - Entering Deductible
- Safe Deposit Boxes
- Sales Tax - Auto Registration/License Fees
- 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 - Home
- 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) - Home Mortgage Interest
- Schedule A (Form 1040) - Printing When Taking Standard Deduction
- Schedule A (Form 1040) - Reduction of Itemized Deductions
- Schedule A (Form 1040) - Transferring Form 8829, Form 2106, or Schedule E
- Standard Deduction
- Standard Deduction - Age 65 and/or Blind
- Standard Deduction - Taxpayer or Spouse Claimed as Dependent on Another Return
- State and Local Taxes - Line 5 Estimated Tax Payment for Prior Year
- State and Local Taxes - Paid
- State Withholdings
- Uniforms
- Union Dues
- Volunteer Out-of-Pocket Expenses in Giving Services
Federal Deductions/Credits > Other Deductions/Credits
- Alimony in Solido
- Attorney Fees Unlawful Discrimination
- Child(ren) of Divorced or Separated Parents
- Court Awards and Damages
- Court Awards and Damages - Deduct Fees Court Costs
- Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
- Educator Expense Deduction - Teacher
- Energy Star Appliance Rebates
- First-Time Homebuyer / Home Owner Credit
- Form 1099-H - Health Coverage Tax Credit
- Form 1099-MISC - Other Income
- Form 1099-Q - Qualified Tuition Program Payments (Section 529 State Tuition Programs)
- Form 1099-SA - Distributions From an Archer or Medicare Advantage MSA
- Form 1116 - Foreign Tax Credit
- Form 2441 - Preschool Expenses
- Form 4136 - Fuel Tax Credit
- Form 4684 - Casualty and Theft Losses
- Form 5405 - Repayment of 2008 Credit
- Form 5405 - Repayment of Credit Due to Breaking Contract
- Form 5498 - IRA Contribution Information
- Form 5498-SA - Contributions to an Archer MSA, MA MSA, or Health Savings Account
- Form 5695 - Energy Star Federal Tax Credits for Energy Efficiency
- 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 7202 - Credits for Sick Leave and Family Leave
- Form 8396 - Mortgage Interest Credit
- Form 8582 - Commercial Revitalization
- Form 8839 - Adopting More Than Six Children
- Form 8839 - Adoption Credit and Exclusion
- Form 8839 - Qualified Adoption Expenses
- Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
- Form 8863 - Education Credits
- Form 8880 - Full-Time Student Status
- Form 8910 - Alternative Motor Vehicle Credit
- Form 8924 - Transfers of Qualifying Geothermal/Mineral Interests
- Form 8936 - Qualified Plug-In Electric Drive Motor Vehicle Credit - Non-Refundable Credit
- Form W-2 - Employer Contributions to Your Health Savings Account (HSA)
- Health Care Credit
- Mileage - Standard Mileage Rates
- Moving Expenses
- Nonrefundable Credit vs Refundable Credit
- Personal Interest
- Qualified Business Income Deduction - General information
- Qualified Business Income Deduction - Pass-Through Partnership Income
- Qualified Business Income Deduction - Pass-Through S Corporation Income
- Qualified Business Income Deduction - Rental or Real Estate Income
- Qualified Business Income Deduction - Sole Proprietor Income
- Qualified Business Income Deduction - View Entries
- Qualified Tuition Programs (QTP or 529 Plan)
- Section 529 Plans Deductibility
- Self-Employed Retirement Plans
- SSN - Alimony Paid by Both Taxpayer and Spouse
- Standard Mileage Vehicle Expense
Federal Deductions/Credits > Self Employed Deductions
- Business - Expenses
- Business - Use of Home - General Information
- Form 1099-MISC - Entering in Program
- Form 1099-MISC - Other Income
- Form 1099-R - Retired Minister Housing Allowance
- Married Filing Separate - Itemized or Standard Deduction Checked in Error
- Schedule SE - Clergy Self-Employment Tax Adjustment Worksheet
- Self Employment - Health Insurance Deduction
- Simplified Option for Home Office Deduction
Federal Deductions/Credits > Student Loan Interest/Educ. Credits/Tuition & Fees
- American Opportunity Credit
- American Opportunity Credit - First Four Years
- Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
- Education Credits - High School Student Taking College Classes
- Education Credits and Deductions - Cost of a Computer
- Education Credits and Deductions - Dependent on Another Return
- Education Credits and Deductions - Dependent on Another Return - Modify Selection
- Education Credits and Deductions - Married Filing Separately
- Employer-Provided Educational Assistance
- Form 1098-E - Entering Student Loan Interest in Program
- Form 1098-E - Student Loan Interest
- Form 1098-T - Adjustment and Recapture of Credit
- Form 1098-T - Boxes in Detail
- Form 1098-T - Entering in Program
- Form 1098-T - Tuition Statement Not Received
- Form 1098-T - Who Enters This in TaxAct?
- Form 1099-Q - Qualified Tuition Program Payments (Section 529 State Tuition Programs)
- Form 8863 - Education Credits
- Form 8917 - Dependent on Another Return - Tuition and Fees
- Lifetime Learning Credit
- Qualified Tuition Programs (QTP or 529 Plan)
- Qualifying Education Expenses - Room and Board
- Scholarships and Fellowships
- Student Worksheet Entries
- Tuition Paid with Student Loans
- Voluntarily Including Scholarships in Income
- Who Claims the Education Credits?
Federal Income > All Other Income
- Alimony
- Alimony in Solido
- Court Awards and Damages
- Dependents - Income Filing Requirements
- FEC Worksheet - Entering Foreign Earned Income in the Program
- Foreign Earned Income - Exclusion and Foreign Tax Credit (or Deduction)
- Foreign Earned Income Tax Worksheet
- Foreign Income
- Foreign Income and Filing Requirements Outside the U.S.
- Form 1042-S - Box 1, Code 16 Scholarship or Fellowship Income
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1045 - Schedule A-NOL Carryforward from Prior Year
- Form 1099-A - Foreclosure/Repossession
- Form 1099-C - Cancellation of Debt
- Form 1099-G - Agricultural Payments
- Form 1099-G - Entering Unemployment Compensation in TaxAct
- Form 1099-G - Errors That Could Prompt a Notice
- Form 1099-MISC - Entering in Program
- Form 1099-MISC - Errors That Could Prompt a Notice
- Form 1099-MISC - Reviewing
- Form 1099-MISC - Royalties
- Form 1099-PATR - Taxable Distributions Received from Cooperatives
- Form 1099-Q - Entering Payments from Qualified Education Programs
- Form 1099-Q - Taxable Amount of Earnings
- Form 1099-Q - Taxable to Recipient or Designated Beneficiary
- Form 1099-S - Proceeds from Real Estate Transactions
- Form 1099-S - Sale of Real Estate Property
- Form 1099-SA - Entering Distributions from a Health Savings Account (HSA) or MSA
- Form 1099-SA - Distribution From a Medicare Advantage MSA
- Form 1099-SA - Distributions from an HSA
- Form 1116 - Foreign Tax Credit
- Form 1120-S - No Self Employment Tax on S-Corporation Income
- Form 2555-EZ - Foreign Income Exclusion
- Form 8938 - Statement of Specified Foreign Financial Assets
- Form 982 - Reduction of Tax Attributes
- Form W-2G - Entering Gambling Winnings in Program
- Form W-2G - State ID Number
- Forms W-2, 1098, and 1099 - Where to Report Items
- Gambling Winnings and Losses
- Hobby Income and Expenses
- HSA Contribution Limit Chart
- Independent Contractors
- Jury Duty Pay - Employer Reimbursement
- Nontaxable Income
- Rents from Personal Property - Nonbusiness Income and Expenses
- Schedule C - Self Employed
- Schedule E, Page 2 - No Estate Name off a Schedule K-1 (Form 1041)
- Schedule K-1 (Form 1041) - Purpose
- Scholarships and Fellowships
- Workers' Compensation
Federal Income > Business Income/Rental Income
- Active and Passive Material Participation Passive Activity
- 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
- Closing a Business Checklist
- Depreciation - Adjusted Cost Basis Calculation Example
- Depreciation - Amortization Code
- Depreciation - Asset Completely Depreciated
- Depreciation - Cost Basis
- Depreciation - Life of Asset
- Depreciation - Limits on Passenger Automobiles - Vehicles and Light Trucks
- Depreciation - Mileage - Heavy Truck
- Depreciation - Reports
- Depreciation - Selecting "Other Asset" for Depreciation Criteria
- Depreciation Recapture - Section 179 - Business Use Drops Below 50%
- Employee Expense - Form 2106 or Schedule C
- Employee or Independent Contractor
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-G - Agricultural Payments
- Form 1099-K - Entering in Program
- Form 1099-K - Merchant Card and Third-Party Network Payments
- Form 1099-MISC - Assignment Worksheet
- Form 1099-MISC - Entering in Program
- Form 1099-MISC - Entering Nonqualified Deferred Compensation in Program
- Form 1099-MISC - Entering Other Income in Program
- Form 1099-MISC - Errors That Could Prompt a Notice
- Form 1099-MISC - Federal or State Withholding
- Form 1099-MISC - Gross Proceeds Paid to an Attorney
- Form 1099-MISC - Medical and Health Care Payments
- 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-R - Rollover
- Form 1120-S - No Self Employment Tax on S-Corporation Income
- Form 4562 - Deleting
- Form 4562 - Rental Real Property
- Form 4684 - Casualty and Theft Loss on Property Used 100% for Business
- Form 4797 - Sale of Rental Home and Land - Depreciable and Nondepreciable
- Form 6198 - At-Risk Limitations
- Form 8582 - Passive Losses Limited Based On Modified AGI
- Form 8582 - Schedule K-1 Passive Losses
- Form 8829 - Entering in Program
- Hobby Income and Expenses
- Independent Contractors
- IRS Notice 2014-7 - Difficulty of Care Payments
- Passive Activity Loss Modified Adjusted Gross Income (MAGI) Calculation
- Qualified Business Income Deduction - General information
- Qualified Business Income Deduction - Pass-Through Partnership Income
- Qualified Business Income Deduction - Pass-Through S Corporation Income
- Qualified Business Income Deduction - Rental or Real Estate Income
- Qualified Business Income Deduction - Sole Proprietor Income
- Qualified Business Income Deduction - View Entries
- Reporting Income - Direct Sales
- Schedule C - Business Activity Codes
- Schedule C - Depletion
- Schedule C - Entering Business Expenses in Program
- Schedule C - Entering Depreciation in Program
- Schedule C - Entering Sole Proprietorship in Program
- Schedule C - Reporting Odd Jobs
- Schedule C - Self Employed
- 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 - Partial Use 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 - Vacation Home Limitation Only If Net Loss
- Schedule E - Vacation Home Not Subject to Passive Activity Loss Rules
- Schedule E, Page 2 - No Name or EIN off a Schedule K-1
- Schedule F - Entering Depreciation in Program
- Schedule K-1 (Form 1041) - Entering in Program
- Schedule K-1 (Form 1065) - Entering in Program
- Schedule K-1 (Form 1065) - Figuring Adjusted Basis of Partnership Interest
- Schedule K-1 (Form 1065) - Loss Limitations
- Schedule K-1 (Form 1065) - Part II Issued to IRA
- Schedule K-1 (Form 1065) - Publicly Traded Partnerships
- Schedule K-1 (Form 1065) - Section 754 in Box 13 Code W
- Schedule K-1 (Form 1065) - Unreimbursed Partnership Expenses
- Schedule K-1 (Form 1120-S) - Figuring Adjusted Basis of Shareholder Interest
- Schedule K-1 (Form 1120-S) - Loss Limitations
- Schedule K-1 - Additional Information
- Schedule K-1 - Entering
- Schedules C and F - Standard Mileage Rate for Vehicles
- Schedules L, M-1, and M-2 (Form 1065) - Printing Blank?
- Section 179 Not Allowed on Rental Property
- Self Employment - Foreign Earnings
- Simplified Option for Home Office Deduction
Federal Income > Interest/Dividends/Taxable Refunds
- Capital Gains and Losses - Dividends Received on Restricted Stock
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-DIV - Entering Dividend Income in Program
- Form 1099-DIV - Entering Dividends in Program
- Form 1099-DIV - No EIN or Payer's FEIN
- Form 1099-DIV - Rounding
- Form 1099-G - Entering State Income Tax Refund in Program
- Form 1099-G - Errors That Could Prompt a Notice
- Form 1099-G - Taxable Grants
- 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 - Foreign Interest Is Checked
- Form 1099-INT - Interest Earned for the Year is $10 or Less
- 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
- Forms 1099-INT and 1099-DIV - Errors That Could Prompt a Notice
- Life Insurance Benefits
- Prior Year Tax Refund Withheld By State
- Qualified Dividends and Capital Gain Tax
- Schedule B - When to Use/Print Only if Required
- State Tax Refund - Received in Current Year for Last Year's State Return
Federal Income > Investment Income
- Basis - Property Received as a Gift
- Betterment - Electronic Import
- Capital Gains and Losses - Bitcoin and Other Virtual Currency
- Capital Gains and Losses - Capital Loss Carryover
- Capital Gains and Losses - Cost Basis
- Capital Gains and Losses - Dividends Received on Restricted Stock
- Capital Gains and Losses - Sale of Vacation Home
- Capital Gains and Losses - Short-Term Capital Gain
- Capital Gains and Losses - Transaction Adjustment Codes
- Capital Gains and Losses - Various Purchase Dates
- Capital Gains Reports - Long-Term and Short-Term Reports
- Capital Gains Tax
- Cost Basis
- Cost or Other Basis - Expenses of Sale
- CSV Import with Wash Sales
- CUSIP Identification Number
- Export CSV File - Charles Schwab
- Form 1040 - Basis in Inherited Property
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-B - Cost Basis and Date Acquired
- Form 1099-B - Create Your Own Spreadsheet to Import Information and Convert to a CSV File
- Form 1099-B - Entering in Program
- Form 1099-B - Errors That Could Prompt a Notice
- Form 1099-B - Not Sent with Return to IRS
- Form 1099-B - Not Taxable
- Form 1099-B - Restricted Stock Units and Backup Withholding
- Form 1099-B - Stock Purchased With Dividends Taxable In Prior Years
- Form 1099-B - Summary Totals
- Form 1099-B - Traders in Securities
- Form 1099-B - Various Purchase Dates
- Form 1099-OID - Entering in Program
- Form 1099-OID - Number of Forms Supported
- Form 1099-S - Sale of Real Estate Property
- Form 2439 - Undistributed Capital Gains
- 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 8824 - Like-Kind Exchange
- Form W-2 - ESOP Same Day Sale Income Included
- Form8949.com - Electronic Import
- Gains and Losses - Short-Term and Long-Term
- GainsKeeper - Electronic Import
- How to Import Stock Information Using a CSV File from Your Broker
- Inherited Stock
- Joint vs. Separate Capital Gain and Loss Summary
- Raymond James - Electronic Import
- Royalties - General Information
- Sale of Home - Sale of Main Home
- Schedule D (Form 1040) - Capital Gains and Losses
- Schedule D - Multiple Entries Direct Entry Forms - Desktop
- Schedule D - Sale of Inherited Property
- Schedule D - Viewing Tax Worksheet
- Stock Assistant
- TD Ameritrade - Electronic Import
- Wash Sale Definition and Entry
Federal Income > Retirement Income
- 403(b) Plan - Tax-Sheltered Annuity Plan
- Form 1040 - Retirement
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-R - 401(k) Distributions
- Form 1099-R - Basic Information
- Form 1099-R - Charitable Gift Annuity Code
- Form 1099-R - Distribution Codes
- Form 1099-R - Dividends Distributed from an ESOP
- Form 1099-R - Entering Basis of Nonqualified Distributions
- Form 1099-R - Entering Distributions from Retirement Plans
- Form 1099-R - Errors That Could Prompt a Notice
- Form 1099-R - Excess 401k Contributions
- Form 1099-R - Plan Distributions Deferred Compensation 457(b)
- Form 1099-R - Reporting Other Information
- Form 5329 - Entering in Program
- Form 8606 - Entering IRAs in Program
- Forms RRB-1099 and RRB-1099-R - Railroad Retirement
- IRA - Distribution Explanation Attach Statement
- IRA - IRS FAQs
- IRA or Roth IRA - Excess Contributions
- Life Insurance Benefits
- Railroad Retirement Contributions or Income
- Roth IRA - Conversion From an IRA Distribution Must be by End of Tax Year
- Roth IRA - Designated Roth Accounts
- Roth IRA - Eligibility
- Simplified Method for Pensions and Annuities
- Simplified Method Worksheet
Federal Income > Wages/Salaries/Social Security Benefits
- Dependents - Income Filing Requirements
- Employee or Independent Contractor
- Employer-Provided Educational Assistance
- FEC Worksheet - Entering Foreign Earned Income in the Program
- Foreign Earned Income - Exclusion and Foreign Tax Credit (or Deduction)
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-G - Errors That Could Prompt a Notice
- Form 4137 - Tip Income - Social Security and Medicare Tax
- Form SSA-1099
- Form W-2 - Box 14 Information
- Form W-2 - Combat Pay
- Form W-2 - Dependents
- Form W-2 - Employer's State ID Number
- Form W-2 - Entering in Program
- Form W-2 - Errors That Could Prompt a Notice
- Form W-2 - Filing Multiple Copies
- Form W-2 - Flexible Spending Account (FSA)
- Form W-2 - IPERS
- Form W-2 - Multiple Forms W-2 with Information from Multiple States
- Form W-2 - Non-Taxable Combat Pay
- Form W-2 - State Withholdings
- Form W-2 - Statutory Employee
- Form W-2 - Student FICA Exemption
- Form W-2 - Use Final Pay Stub as Substitute
- Form W-2C - Checkbox Only
- Form W-2C - Corrected Form W-2
- Forms RRB-1099 and RRB-1099-R - Railroad Retirement
- Forms SSA-1099 and RRB-1099 - Entering Social Security or Railroad Retirement in Program
- Independent Contractors
- Mandatory State Disability and Unemployment Insurance Contributions
- Rounding W-2s
- Social Security and Medicare Taxes
- Social Security Benefits - Lump-Sum Payments
- Social Security Benefits Received in Foreign Exempt Country
- Social Security Benefits Worksheet - Taxable Amount
- Social Security Disability & SSI Benefits - TaxAct
- Social Security Refund of Taxes Withheld in Error
- State Withholdings
- Tips - Reported, Unreported, and Allocated
Special Tax Situations
- Accuracy Guarantee
- Affordable Care Act of 2010
- Alternative Minimum Tax - Exemption Amounts
- Amend Federal Return to Include Repayment of the First-Time Homebuyer Credit
- Bankruptcy - Declaring Bankruptcy
- Bankruptcy - Individuals in Chapters 12 and 13
- Bankruptcy - Individuals in Chapters 7 or 11
- California - Employer Reporting Requirements
- Cancel or Modify an E-Filed Return
- Child(ren) of Divorced or Separated Parents
- Church Income Schedule SE for Self-Employment Tax
- Clergy - Exempt Wages and Housing Allowance
- Clergy - Housing Allowance
- Community Property States - Federal Allocation Record - Married Filing Separate
- Court Awards and Damages
- Create and File Prior Year Tax Returns
- Death of Taxpayer AND Spouse During Tax Year
- Death of Taxpayer During Tax Year
- Death of Taxpayer Prior to Filing Return
- Disaster - Extensions of Time to File
- Employer Reporting Requirements
- Estimate Taxes for Future Years
- Estimated Tax Payments - Electronic Federal Tax Payment System (EFTPS)
- Estimated Tax Payments - Electronic Funds Withdrawal
- Estimated Tax Payments - Farmers and Fisherman When to Pay
- Estimated Tax Payments - Required Payments Adjusted to Desired Payments
- Extensions Outside U.S. and Puerto Rico
- FAFSA - "I am the Parent of a Student" Checked by Default on New Return
- FAFSA - Free Application For Federal Student Aid
- FEC Worksheet - Entering Foreign Earned Income in the Program
- Figuring Annualized Income with a Net Capital Loss
- 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)
- Finishing Your Return After Filing an Extension
- First Time Filers
- First-Time Homebuyer / Home Owner Credit
- Foreign Earned Income - Exclusion and Foreign Tax Credit (or Deduction)
- Foreign Income and Filing Requirements Outside the U.S.
- Form 1040-C - U.S. Departing Alien Income Tax Return
- Form 1042-S - Box 1, Code 16 Scholarship or Fellowship Income
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1045 - Application for Tentative Refund (Current Year NOL) (CARRYBACK)
- Form 1099-C - Entering Cancellation of Debt in Program
- Form 1099-G - Agricultural Payments
- Form 1099-MISC - Entering Federal or State Withholding in Program
- Form 1099-PATR - Taxable Distributions Received from Cooperatives
- Form 1116 - Foreign Tax Credit
- Form 1120-H - U.S. Income Tax Return for Homeowners Associations
- Form 1310 - Name On Refund Check Needs To Be Changed
- Form 1310 - Refund Deceased Taxpayer
- Form 2210 - Schedule AI - Annualized Income Installment Method
- Form 2210 - Underpayment Penalty - Allow IRS to Compute Penalty
- Form 2290 - Heavy Highway Use Tax
- Form 3922 - Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
- Form 4361 - Exempt Clergy Income or Wages
- Form 4852 - W-2 Substitute Form - TaxAct
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Form 5498 - IRA Contribution Information
- Form 5498-SA - Contributions to an Archer MSA, MA MSA, or Health Savings Account
- Form 709 - Gift Tax
- Form 7202 - Credits for Sick Leave and Family Leave
- Form 8453 - Attachments
- Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
- Form 9465 - Installment Agreement Request (Before Filing Return)
- Form 990 - Supported
- Form W-2 - Haven't Received It Yet? - What to Do - TaxAct
- Form W-2C - Corrected Form W-2
- Forms 1041 and 706 - Generation-Skipping Transfer
- Forms 1065 / 1120-S / 1120 / 1040-NR / 1041 Availability
- Health Insurance Cost on W-2 - Code DD
- Identity Theft - TaxAct
- Income Averaging
- Indiana - Printing the Post Filing Coupon (PFC) Payment Voucher
- Ineligible for Self-Select PIN Method
- Injured Spouse vs Innocent Spouse
- IRS - Contact Information
- IRS Filing Requirements
- IRS First-Time Penalty Relief
- IRS Form 9465 - Installment Agreement Request - TaxAct
- IRS Identity Protection PIN - Identity Theft - TaxAct
- Military - Address Red Alert
- Military - Combat Zone Designation
- Military - Extension - When Stationed Outside of the United States
- Military - Residence
- Military - Spouse Sign Return for Military Spouse
- Missed the Tax Filing Deadline?
- Mortgage Forgiveness Debt Relief Act and Debt Cancellation
- New York Verification Code
- Occupation
- Professional Editions - Applying for an Electronic Filing Identification Number
- Received an IRS or a State Notice
- Record Retention - How Long to Save Your Return
- Redacted Return Definition
- Schedule C - Self Employed
- Self Employment - Foreign Earnings
- Setting Up Direct Deposit (One or Multiple Accounts)
- Single-Member LLC
- SSN - Use Name as it Appears on the Social Security Card
- SSN or ITIN
- States - Where's My Refund?
- Student Loan Funds Federally Supported
- Tax Refund Direct Deposit in Multiple Accounts - TaxAct
- TaxTutor Guidance
- Third Party Designee
- Underpayment Penalty
- Where's My Refund?
State Taxes > General State Topics
- Amending Your State Return
- Disaster Relief - Tax Provisions By State
- E-Filing - Amended State Return
- Filing a State Return
- Form W-2 - State Information
- Indiana - Printing the Post Filing Coupon (PFC) Payment Voucher
- Mandatory State Disability and Unemployment Insurance Contributions
- New York Verification Code
- Request a Copy of a State Return or Transcript
- State E-File Status
- State Residence for Tax Purposes
- State Return Due Dates
- States - Where's My Refund?
State Taxes > States A-F
- Arizona – Persons who Qualify as a Dependent
- Arizona – Qualifying Charitable Organizations and Qualifying Foster Care Charitable Organizations Codes
- California - Business Entity Identifying Number
- California - Employer Reporting Requirements
- California - HSA Contribution by Employer Code on Form W-2
- California - Mandatory E-File
- California - Schedule K-1 Adjustments
- California - VPDI
- California Form 3804 – How Is It Calculated?
- Community Property States - Federal Allocation Record - Married Filing Separate
- Connecticut - Part-Year Nonresident Section Not Completed
- Filing a State Return
- Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
- Request a Copy of a State Return or Transcript
- State E-File Status
State Taxes > States G-L
- Filing a State Return
- Georgia - Auto Registration and Ad Valorem Tax
- Georgia - Direct Deposit Limitations
- 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
- Idaho - Maintaining a Home for Aged and/or Developmentally Disabled
- Illinois - IL-PIN and E-Filing Eligibility
- Illinois - Property Tax Credit - Property Number
- Illinois - Property Tax Credit - Two Primary Residences
- Illinois - Schedule M Military Subtraction
- Indiana - CollegeChoice 529 Education Savings Plans
- Indiana - Economic Development for a Growing Economy Credit EDGE Credit
- Indiana - Locality
- Indiana - Printing the Post Filing Coupon (PFC) Payment Voucher
- Indiana - Senate Enrolled Act 480 - Military Income
- Indiana - Tax Add Back
- Iowa - Amended Return - How to Amend
- Iowa - Low Income Exemption - Not Printing
- Louisiana - Out Of State Purchases
- Request a Copy of a State Return or Transcript
- State E-File Status
State Taxes > States M
- Filing a State Return
- Maryland - Form 502 - Baltimore City Tax Rate
- Maryland - State Pickup Amount
- Massachusetts - Death of Taxpayer/Spouse
- Massachusetts - Duplicate Wages Entered in Form W-2 (Residents Only)
- Massachusetts - Form 1099-HC
- Massachusetts - Senior Circuit Breaker Credit
- Massachusetts - Tuition and Fees Deduction
- Massachusetts - Wage Adjustment
- Michigan - Retirement Pension Subtraction
- Minnesota - Form M1PR - Property Tax Refund
- Mississippi - Gambling Withholdings Non-Refundable
- Missouri - Form MO-CR
- Montana - Montana Itemized Deduction Schedule Line 9 Mortgage Interest
- Request a Copy of a State Return or Transcript
- State E-File Status
State Taxes > States N
- Community Property States - Federal Allocation Record - Married Filing Separate
- Filing a State Return
- Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
- New Hampshire - Form DP-10
- New Hampshire - Non-Taxable Annuity Income
- New Jersey - Form 1099-INT - Exempt Interest
- New Jersey - No Tax Liability
- New Jersey - Schedule NJ-COJ User-Entered Fields Line 1 Line 9
- New Jersey - State Disability, Unemployment, and Family Leave Insurance
- New York - Form 1099-G Does Not Match Prior Year Refund Received
- New York - Form 1099-INT - Exempt Interest
- New York - Government Pension Exclusion
- New York - New York City Residency
- New York - Nonobligated Spouse Form IT-280
- New York - Public Employee Retirement 414(h) Contributions
- New York - State Itemized Deduction vs. Federal Itemized Deduction
- New York Verification Code
- Preparer Regulations - New York Paid Preparer Information
- Request a Copy of a State Return or Transcript
- State E-File Status
State Taxes > States O-S
- Filing a State Return
- Ohio - School District and Local Withholding on W-2
- Oregon - American Indian Income Subtraction (Code 300)
- Oregon - Federal Pension Exclusion Before October 1, 1991
- Oregon - Injured Spouse RDP Refund Claims
- Pennsylvania - E-File - Local Earned Income Tax Return
- Pennsylvania - Local Taxes
- Pennsylvania - Locality Withholding Local Return
- Pennsylvania - Retirement Income
- Request a Copy of a State Return or Transcript
- State E-File Status
State Taxes > States T-W
- Community Property States - Federal Allocation Record - Married Filing Separate
- Filing a State Return
- Filing Requirements for RDPs and Same-Sex Married Couples Domiciled in Community Property States
- Request a Copy of a State Return or Transcript
- State E-File Status
- Virginia - Code 106 Long-Term Premiums
Helpful Tax Topics - TaxAct Professional
Helpful Tax Topics - TaxAct Professional
- eSignatures Frequently Asked Questions
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- 1120 Net Operating Loss (NOL) and Form 1139
- 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
- ACA Explanation Statement - Entry into Tax Act Online
- Data Conversion Frequently Asked Questions
- How Do I Enter a Corrected Form?
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Preparer Regulations - IRS and State Agencies Expand ID Theft Safeguards
- Reducing PDF File Size
- Request a Copy of a State Return or Transcript
- Schedule K-2 Domestic Filing Exception - Entering in Program
- Script Error at Professional Program Start Up - Reference to AltoCloudCDN
- TaxAct Mobile App Discontinued
- Troubleshooting Links for Third-Party Authenticators
- Uploading Documents with the IRS Document Upload Tool
- WebView2 Troubleshooting
- WebView2: Error When Installing
Account Maintenance
- Cancel or Modify an E-Filed Return
- Prepaid E-Filing - Practice ID and EFIN Verification
- Reducing PDF File Size
- Signing In From A New Location
- Updating Your Credit Card Information
Billing
- E-Filing - Charges for Resubmitting
- Professional Editions - E-Filing Prices
- Refund of TaxAct Product - Processing Time
- State Program Release Dates
- When Is Your Credit Card Charged?
E-file Information
- ACA Explanation Statement - Entry into Tax Act Online
- Access or Print the Application Summary from IRS e-Services
- Accuracy Guarantee Professional Editions - Overrides
- Bank Product Transmitter Fee - Professional Editions
- Cancel or Modify an E-Filed Return
- Continuing Education for Tax Professionals
- E-File Manager Time Outs
- E-Filing Prior Year Returns
- EFIN Verification
- EFIN Verification Process
- ERO Not Paid Preparer
- Form 8879 - Practitioner PIN Method
- Form 8948 - Preparer Explanation for Not Filing Electronically
- Including Attachments With Return
- IRS Reject Codes - IND-039, IND-040, and IND-041
- Notes and Explanations for E-Filing
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Prepaid E-Filing - Practice ID and EFIN Verification
- Preparer Regulations - Form W-12 Replaces Form W-7P
- Preparer Regulations - Preparer Tax Identification Number (PTIN) Mandatory
- Professional Editions - Annual PTIN Renewal
- Professional Editions - Banking Information Worksheet
- Professional Editions - E-Filing Payment Methods
- Professional Editions - EFIN Required Before Getting Started With E-Filing
- Professional Editions - IRS Requirements for Tax Return Preparers
- Professional Instruction Letter - Mailing a Paper Return
- Red Alert - AGI/PIN - Zero
- Self-Select PIN vs. Practitioner PIN
- State Program Release Dates
- Submit Your EFIN Documentation for Verification
- What is a Practice ID and Where to Find (or Enter) Yours
General Information
- ACA Explanation Statement - Entry into Tax Act Online
- Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
- How Do I Enter a Corrected Form?
- Invalid Argument - English as Default
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Preparer - Instruction Letter for Pro Client - Mail or E-File
- Preparer Regulations - IRS and State Agencies Expand ID Theft Safeguards
- Puerto Rico – How to claim the Child Tax Credit
- Reports Printing with Columns Missing
- Request a Copy of a State Return or Transcript
- State Program Release Dates
- TaxAct Mobile App Discontinued
- Troubleshooting Links for Third-Party Authenticators
- Uploading Documents with the IRS Document Upload Tool
- WebView2: Error When Installing
Getting Started
- "Not Released" Download Message After Purchase
- Blank Data Remove Space
- Downloading and Installing TaxAct
- EFIN Verification
- Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
- Local Network - Professional Editions
- Master Forms Master Instruction Letter
- Online Network - Professional Editions
- Options Preferences Toggling Items
- Prior Year Software No Longer Available
- Professional Editions - Importing Prior Year TaxAct Returns
- Professional Editions - Master Information General Tab
- Professional Editions - Using the Master Information Preparers Tab
- Puerto Rico – How to claim the Child Tax Credit
- Sign In Help
- System Requirements
- TaxAct Mobile App Discontinued
- Troubleshooting Links for Third-Party Authenticators
- Updating Program Will Update Client Returns
- What is a Practice ID and Where to Find (or Enter) Yours
IRS / State Filing
- 1065 Schedule K-2 and K-3 – Domestic Filing Exception
- 1120 Net Operating Loss (NOL) and Form 1139
- 1120-S Schedule K-2 and K-3 – Domestic Filing Exception
- ACA Explanation Statement - Entry into Tax Act Online
- Form 2848 - Centralized Authorization File Number
- Form 2848 - Power of Attorney and Representative Declaration
- Form 4868 - Filing a Federal Individual Tax Return Extension
- Form 8888 - Preparer Fee Out of Refund
- How Do I Enter a Corrected Form?
- IRS Phone Support
- Mailing Addresses for Filing
- Removing Preparer Information from Client Return
- Request a Copy of a State Return or Transcript
- Schedule K-2 Domestic Filing Exception - Entering in Program
- Uploading Documents with the IRS Document Upload Tool
Log-in Issues
- Access to Download - My Account
- Clearing Browser Cache
- Look Up Username or Reset Password
- Professional Editions - Required Sign in
- Sign In Instructions - Desktop (Download/Install) or Online (Web-Based)
- TaxAct Mobile App Discontinued
- Troubleshooting Links for Third-Party Authenticators
Ordering
- "Not Released" Download Message After Purchase
- Folders Envelopes and Covers
- Placing an Order From Outside the United States
- Release Dates of TaxAct Consumer Editions
- State Program Release Dates
- TaxAct Product Guarantees
- TaxAct Software For Previous Years
- Updating Your Credit Card Information
- When Is Your Credit Card Charged?
Product Information
- eSignatures Frequently Asked Questions
- "Not Released" Download Message After Purchase
- Attaching a Document - Professional Editions
- Data Conversion Frequently Asked Questions
- Delete Client From Client Manager
- Desktop Versions - Deleting Form or Return
- Disable Notification Center Pop-Ups - Professional Editions
- Employer Reporting Requirements
- How to Access Attachment Manager
- Prepaid E-Filing - Practice ID and EFIN Verification
- Professional Editions - Backing Up Client Returns and/or Preparer Information
- Professional Editions - E-Filing Prices
- Professional Editions - Form 4868 Extension
- Professional Editions - Paid Preparer's Due Diligence Checklist
- Professional Editions - Rebuilding Client Manager Information
- Professional Editions - Restoring Backups
- Release Dates of TaxAct Consumer Editions
- State Program Release Dates
- Updating Preparer Information
TaxAct Professional Enterprise Editions
- Enterprise Editions: How to Import Last Year's TaxAct Professional Information and Returns
- Enterprise Editions: How to Set Up or Edit Your Practice, Preparer, and Master Information
- Notes and Explanations for E-Filing Forms 1120, 1120-S or 1065
- Online Backup - Locating Account - Professional Editions
Using Our Website - TaxAct
Helpful Links for Navigating or Using TaxAct Website
- Clearing the Program Cache
- WebView2 Troubleshooting
- WebView2: Error When Installing
Browser Issues > Download
- Clearing Browser Cache
- Running Program Updates
Browser Issues > Online / Over the Web
- Browser Locks Up When Printing
- Clearing Browser Cache
- Clearing the Program Cache
Getting Started > Download
- "Not Released" Download Message After Purchase
- "TaxAct Final Version Not Found" During State Install
- Clearing Browser Cache
- Desktop Program Selecting States For Multiple Returns
- Downloading and Installing TaxAct
- Install/Update a State - TaxAct Desktop
- Installing TaxAct on Multiple Computers
- Macintosh Version Availability
- Overridden Values and Alerts for Overridden Fields
- Running Program Updates
- System Requirements
- TaxAct Product Fee Payment Options
- What Do I Need to File?
- Zero Entered Appears as Blank Field
Getting Started > Online / Over the Web
- Blank Data Remove Space
- Clearing Browser Cache
- Macintosh Version Availability
- System Requirements
- TaxAct Product Fee Payment Options
- What Do I Need to File?
- Zero Entered Appears as Blank Field
Getting Started > Professional Preparers
- "Not Released" Download Message After Purchase
- Blank Data Remove Space
- Downloading and Installing TaxAct
- Macintosh Version Availability
- System Requirements
Importing > Download
- Depreciation - Import Data of Asset Disposed of in Prior Year
- Depreciation - Importing Information from Prior Years
- Ex-Spouse Occupation - Removing from Imported Data
- Import Conversion
- Import Last Year's Return Using TaxAct Desktop
- Importing from Another Tax Program
- Professional Editions - Preparer PDF Import
- What is a PDF?
- Why Didn't All of My PDF Data Import?
Importing > Online / Over the Web
- Depreciation - Import Data of Asset Disposed of in Prior Year
- Depreciation - Importing Information from Prior Years
- Ex-Spouse Occupation - Removing from Imported Data
- Import Conversion
- Import Last Year's Return
- Importing from Another Tax Program
- What is a PDF?
- Why Didn't All of My PDF Data Import?
Navigating > Download
- Active Forms in Forms and Schedules
- Alert - Yellow Alert
- Applying for Federal Student Aid
- Blue Fields are Calculated or Have Underlying Worksheets - Overrides
- Cannot Open Form Directly
- Deleting/Removing a State Return From TaxAct Desktop
- Donation Assistant
- Donation Assistant - General Information
- Estimated Tax Payments - View Worksheet
- Form W-2 - Adding, Reviewing or Deleting
- Preparing for Next Year
- Preparing for Next Year - Business Edition
- Reviewing Your Return with Double-Check
- Running Program Updates
- Social Security Number - Entering in Program
- Use Form Entry Method
Navigating > Online / Over the Web
- Accessing and Downloading Prior Year Returns
- Adding Line Item Details
- Alert - Yellow Alert
- Applying for Federal Student Aid
- Deleting a State Return - TaxAct Online
- Donation Assistant
- Donation Assistant - General Information
- Estimated Tax Payments - View Worksheet
- Form W-2 - Adding, Reviewing or Deleting
- How do I connect with a tax expert while using TaxAct?
- Install/Update a State - TaxAct Online
- Navigating Within Your TaxAct Online Return
- Preparing for Next Year
- Preparing Your Federal Return
- Reviewing Your Return with Double-Check
- Saving Your Online Return
- Social Security Number - Entering in Program
Printing Issues > Online / Over the Web
- Common Printing Difficulties - TaxAct Online
- Direct Deposit - Not Printing on Return
- Donation Assistant Not Printing
- Print Return Contains Necessary Supporting Documents
- Request a Copy of Your Return
- View Return as PDF
- What is a PDF?
Program Updates
- Running Program Updates
- State Program Updates