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The TaxAct® software automatically selects the correct form to file at the end of the return process. When entering information, the program will always start the return with the most basic form. As information is entered, the program will determine which form you are eligible to file.  It does this to prevent users from filing incorrectly based on their tax scenario and qualifications, which would possibly delay their refund or cause the return to be rejected.
 
If you wish to use a version other than the one that has been selected by the program, follow the instructions below.  Note: If the return does not qualify to file on one of the less complex forms then this option will not be available and the return will use the more complex form automatically.

If your return is currently using a Federal Form 1040-EZ and you would like to use Federal Form 1040 or Federal Form 1040A instead:
  1. From within your TaxAct return (Online or Desktop), click on the Federal tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click Miscellaneous Topics to expand that section and then click Use Federal Form 1040A or Federal Form 1040 instead of Federal Form 1040EZ

If your return is currently using a Federal Form 1040A and you would like to use Federal Form 1040:

  1. From within your TaxAct return (Online or Desktop), click on the Federal tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click Miscellaneous Topics to expand that section and then click Use Federal Form 1040 instead of Federal Form 1040A

Preparers can select all returns or each individual return as they enter the returns. To select all returns at once if you are a Preparer:

  1. Click on Preparer 
  2. Hover your mouse over Master Information and click General
  3. Check the box File Form 1040 instead of Form 1040A or 1040EZ on all returns. (1040 only) and click Close 

Federal Form 1040A Instructions include directions as to when an individual can use Form 1040A and when they must use Form 1040.


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