Help Topic List
Help Topics Under Category: Tax Help
Adjusted Gross Income/Tax Calculation > Exemptions
Adjusted Gross Income/Tax Calculation > Other Taxes
Adjusted Gross Income/Tax Calculation > Taxable Income/Tax Calculation
Amending Your Return
- Amend Federal Return to Include Tax Credit to Aid First-Time Homebuyers
- Amending Your Federal Return
- Amending Your Federal Return (Video)
- Amending Your State Return
- Cancel Account or E-filed Return
- Create & File Prior Year Return(s)
- Data Archive Service (DAS)
- IRS Rejection Code 448
- Record Retention: How Long to Save Your Return
Business Returns > C Corporation
Business Returns > Partnerships
- LLC (Limited Liability Company) Which Return to File
- Partnership 1065 Return Due Date
- Record Retention: How Long to Save Your Return
Business Returns > S Corporation
Federal Deductions/Credits > Dependent Care Credit/Child Tax Credit
Federal Deductions/Credits > Earned Income Credit (EIC)
- Child(ren) of Divorced or Separated Parents
- Earned Income Amount Increases for 2009
- Enter or Edit Combat Pay for Calculation of the Earned Income Credit (EIC)
- Error Code 500 Series Video
- Where to Enter EIC information into TaxACT
Federal Deductions/Credits > IRA Deduction
Federal Deductions/Credits > Itemized/Standard Deductions
- 2009 Personal Property Taxes Paid
- Business Expenses
- Business Use of Home - General Information
- Charitable Contributions - Haiti Earthquake Relief
- Deductible Charitable Contributions and Gifts
- Donation Assistant
- Enter or Edit Form 1098 Mortgage Interest Statement
- Enter or Edit General Sales Tax Deduction
- Heartland Disaster Tax Relief Act
- Medical & Dental Expenses
- Mortgage Insurance Premiums - Entering In TaxACT
- Mortgage Insurance Premiums Treated As Home Mortgage Interest
- TaxACT Donation Assistant (Video)
Federal Deductions/Credits > Other Deductions/Credits
- 1098C - Contributions of Motor Vehicles, Boats, and Airplanes
- 2009 Form 5695 - Residential Energy Efficient Property Credit (Nonbusiness Energy Property Credit)
- 8863 - Education Credits
- Alternative Motor Vehicle Credit
- Child & Dependent Care - Preschool Expenses
- Child(ren) of Divorced or Separated Parents
- Court Awards and Damages
- Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
- Energy Star Appliance Rebates
- Energy Star Federal Tax Credits for Energy Efficiency
- First-Time Homebuyer / Home Owner Credit
- Form 1099-Q Qualified Tuition Program Payments Section 529 - (State Tuition Programs)
- Form 1099-SA - Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
- Form 1116 - Foreign Income
- Form 5498 IRA Contribution Information
- Form 5498-SA Contributions: Archer MSA, MA MSA or HSA
- Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
- Homebuyer Credit Extension
- Qualified Hybrid Vehicles
- Qualified Tuition Programs QTP (529 Plan)
- Real Estate Tax Deduction With Standard Deduction
- Recovery Rebate Credit
- TaxACT Donation Assistant (Video)
Federal Deductions/Credits > Self Employed Deductions
- Business Expenses
- Business Use of Home - General Information
- Retired (Clergy) Minister Housing Allowance - 1099-R
- Self-Employed Health Insurance Deduction
Federal Deductions/Credits > Student Loan Interest/Educ. Credits/Tuition & Fees
- American Opportunity Credit First Four Years
- Coverdell ESA Distributions or Qualified Tuition Programs (QTP)
- Enter or Edit Form 1098-T
- Entering Form 1098-E Student Loan Interest
- Form 1099-Q Qualified Tuition Program Payments Section 529 - (State Tuition Programs)
- Qualified Tuition Programs QTP (529 Plan)
Federal Income > All Other Income
- 1099-A - Foreclosure/Repossession
- 1099-C - Cancellation of Debt
- 1099-G - Box 7 Agricultural Payments
- Alimony
- Canceled Debts & Foreclosures (Video)
- Court Awards and Damages
- Dependent Income - Filing Requirements
- Foreign Earned Income
- Foreign Earned Income Exclusion or Credit
- Foreign Earned Income Tax Worksheet Line 44
- Foreign Income and Filing Requirements Outside the U.S.
- Form 1042-S - Box 1, Code 15 Scholarship or Fellowship Income
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-MISC
- Form 1099-S - Sale of Real Estate Property
- Form 1116 - Foreign Income
- Hobby Income & Expenses
- How to enter a Form 1099-PATR (Taxable Distributions Received from Cooperatives)
- Nontaxable Income
- Nontaxable Income
- Unemployment Compensation - Entering/Editing in TaxACT
Federal Income > Business Income/Rental Income
- 1099-G - Box 7 Agricultural Payments
- Canceled Debts & Foreclosures (Video)
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-MISC (Box 7) Non-Employee Compensation (Video)
- Form 1099-MISC Box 7 Nonemployee Compensation
- Hobby Income & Expenses
- K-1 Entry in Protected Fields
- Standard Mileage Rate for Business Vehicles (Schedule C and Schedule F)
Federal Income > Interest/Dividends/Taxable Refunds
- Canceled Debts & Foreclosures (Video)
- Capital Gains and Losses - Dividends Received on Restricted Stock
- Employee Stock Purchase Plan (ESPP)
- Enter or Edit Form 1099-INT
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-G - Box 6 Taxable Grants
Federal Income > Investment Income
- Capital Gains and Losses - Dividends Received on Restricted Stock
- Capital Gains Tax
- Cost Basis
- Employee Stock Purchase Plan (ESPP)
- Enter or Edit Form 1099-B
- Entry of Partial Wash Sale
- Export and Download CSV Files from Brokerages
- Export CSV File - Charles Schwab
- Export CSV File - Etrade
- Export CSV File - Fidelity
- Export CSV File - ScottTrade
- Export CSV File - TD AmeriTrade
- Export CSV File - TradeKing
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1099-B Summary Totals
- Form 1099-S - Sale of Real Estate Property
- How to create your own spreadsheet (to be able to import 1099-B information into TaxACT) and convert to a CSV file
- How to import 1099-B data into TaxACT (new for 2009)
- Schedule D - Capital Gains and Losses
- Stock Assistant
- Wash Sale Definition and Entry
Federal Income > Retirement Income
- Enter or Edit Form 1099-R (Distributions from Retirement Plans)
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- IRA Distribution Codes
Federal Income > Wages/Salaries/Social Security Benefits
- Canceled Debts & Foreclosures (Video)
- Corrected Form W-2c
- Dependent Income - Filing Requirements
- Enter or Edit Form W-2
- Enter or Edit Form W-2 - Box 14 Other Information
- Filing Multiple W-2s
- Foreign Earned Income
- Foreign Earned Income Exclusion or Credit
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
Special Tax Situations
- (2007) Alternative Minimum Tax (AMT) Exemption Amounts for the 2007 Tax Year.
- (2008) Alternative Minimum Tax (AMT) Exemption Amounts for the 2008 Tax Year
- (2009) Alternative Minimum Tax (AMT) Exemption Amounts for the 2009 Tax Year
- (2010) Alternative Minimum Tax (AMT) Exemption Amounts for the 2010 Tax Year
- 1099-G - Box 7 Agricultural Payments
- Accuracy Guarantee
- Alternative Minimum Tax (Video)
- Amend Federal Return to Include Tax Credit to Aid First-Time Homebuyers
- Arizona Form 140X-NC Due to Non-Conformity Issue
- California Employer Reporting Requirements
- Cancel Account or E-filed Return
- Canceled Debts & Foreclosures (Video)
- Child(ren) of Divorced or Separated Parents
- Claiming Spouse Exemption
- Corrected Form W-2c
- Court Awards and Damages
- Create & File Prior Year Return(s)
- Death of Taxpayer During Tax Year
- Death of Taxpayer Prior to Filing Return
- Did I Receive a 2009 Economic Recovery Payment?
- Direct Deposit Into Multiple Accounts Form 8888
- Earned Income Amount Increases for 2009
- Employer Reporting Requirements
- Error Code 500 Series Video
- Estimated Tax Payments - Electronic Federal Tax Payment System (EFTPS)
- Estimated Tax Payments - Electronic Funds Withdrawal
- Federal Tax Calculator
- Filing an Extension - Form 4868
- Filing Form 4852 With Your Return as a Substitute for Form W-2 or Form 1099-R
- First-Time Homebuyer / Home Owner Credit
- Foreign Earned Income
- Foreign Earned Income Exclusion or Credit
- Foreign Income and Filing Requirements Outside the U.S.
- Form 1042-S - Box 1, Code 15 Scholarship or Fellowship Income
- Form 1042-S - Foreign Person's U.S. Source Income Subject to Withholding
- Form 1045 'Application for Tentative Refund'
- Form 1065 / 1120S / 1120 / 1040NR / 1041 Availability
- Form 1116 - Foreign Income
- Form 5498 IRA Contribution Information
- Form 5498-SA Contributions: Archer MSA, MA MSA or HSA
- Form 8453 - Attachments
- Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
- Form 990 'Return of Organization Exempt From Income Tax'
- Gift Tax - Form 709
- Heartland Disaster Tax Relief Act
- How to enter a Form 1099-PATR (Taxable Distributions Received from Cooperatives)
- Income Averaging
- Indiana Post Filing Coupon
- Ineligible for Self Select Pin Method
- Injured Spouse vs Innocent Spouse
- Installment Agreement Request - Form 9465
- Internal Revenue Service (IRS) Contact Information
- IRS Rejection Code 448
- New York Verification Code
- Other Help with Tax Questions
- Preparer EFIN Application - Form 8633
- Qualified Hybrid Vehicles
- Real Estate Tax Deduction With Standard Deduction
- Record Retention: How Long to Save Your Return
- Remove Spouse Exemption
- States - Where Is My Refund
- TaxTutor Guidance
- Third Party Designee
- What To Do If You Have Not Received Your W-2
- Where's My Refund
State Taxes > General State Topics
- Amending Your State Return
- File Only State Return (Video)
- Heartland Disaster Tax Relief Act
- Indiana Post Filing Coupon
- New York Verification Code
- State e-file status
- State e-filing
- State Withholding on W-2 Not Transferring to State Return
- States - Where Is My Refund
- Transmitting both federal & state
State Taxes > States A-F
- Arizona Form 140X-NC Due to Non-Conformity Issue
- California Employer Reporting Requirements
- Heartland Disaster Tax Relief Act
- State e-file status
- State e-filing
- Transmitting both federal & state
State Taxes > States G-L
- Heartland Disaster Tax Relief Act
- Illinois Pin Code
- Indiana Post Filing Coupon
- State e-file status
- State e-filing
- Transmitting both federal & state
State Taxes > States M
- Heartland Disaster Tax Relief Act
- Minnesota Property Tax Refund Form M1PR
- State e-file status
- State e-filing
- Transmitting both federal & state
State Taxes > States N
- Heartland Disaster Tax Relief Act
- New York State Pin
- New York Verification Code
- State e-file status
- State e-filing
- Transmitting both federal & state
