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