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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 on the most complex form. It does this to prevent users from filing incorrectly based on their tax scenario and qualifications. You can choose to have the software file a more complex form, but you will not be able to force the program to use a simpler form than the one you are qualified to use. If you qualify for Form 1040EZ or Form 1040A, you will be given the option to select a different form than the one chosen by the program, follow the instructions below.

If you qualify for Form 1040EZ and wish to file Form 1040A or Form 1040 instead:

  1. Click on the Federal tab. On smaller devices, click in the upper left-hand corner, then select Federal.
  2. Click Miscellaneous Topics to expand the section and then click Use Federal Form 1040A or Federal Form 1040 instead of Form 1040EZ
  3. Check the box next to the form you wish to file

If you qualify for Form 1040A and wish to file Form 1040 instead:

  1. Click on the Federal tab. On smaller devices, click in the upper left-hand corner, then select Federal.
  2. Click Miscellaneous Topics to expand the section and then click Use Federal Form 1040 instead of Form 1040A

Preparers can select all returns or each individual return as they enter the return data. To select all returns at once if you are a preparer, click on Preparer - Master Information - General to toggle the option of filing Form 1040 instead of Form 1040A or 1040EZ on all returns.

In the Desktop software, you have the option to select to file Form 1040A or Form 1040 instead of Form 1040EZ, or to file Form 1040 instead of Form 1040A. To make this selection, check one of the boxes at the top of Form 1040EZ or Form 1040A in the forms entry method. 

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 just use the more complex form automatically.

The instructions for Federal Form 1040A provide information about when an individual can use Form 1040A and when they must use Form 1040

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