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To determine which forms/schedules are "active" in the current return, as opposed to those forms that are not being used in the current return, you need to view the Forms and Schedules list. Active forms/schedules are either automatically created (and required as a part of every return), or you have entered information in the TaxAct program that was transferred to the form or schedule so that it can be filed as a part of your return.

To view your forms and schedules in use:

  1. From within your TaxAct return (Online), click the Tools dropdown, then click Forms Assistant.
  2. Click + next to the FEDERAL Forms manila folder (if it is not already expanded).
  3. Click + next to any of the FEDERAL Forms manila folders that are labeled Information Worksheets, Forms and Schedules, Documents Received, or Worksheets.
  4. The manila folder icons that are open with paper in them represent your active forms, schedules, etc. The manila folder icons that are closed with nothing in them represent forms, schedules, etc., that are available to you, but you are currently not using.
  5. Click the title next to the manila folder to open a form, schedule, etc.
  6. If an Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first.
  1. From within your TaxAct Desktop return, click Forms in the options bar.
  2. Click Federal or State from the dropdown in Forms Explorer, then click the Client's Return dropdown (consumer desktop, click the Active Forms and Schedules dropdown) (if it is not already expanded).
  3. All forms, schedules, etc., in this section are active in the return.  Any forms, schedules, etc., shown in other sections of Forms Explorer, are available to you, but you are currently not using.
  4. Click any of the forms, schedules, etc., to make them appear in Forms View so that you can edit them.
  5. If an Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first.

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