Solutions to Make Better Decisions with Your Money

6 of the Most Popular Questions from TaxACT Customers

5 of the Most Popular Questions from TaxACT Customers

What if I don’t remember my TaxACT Online username or password?

If you have forgotten your username or password to your TaxACT Online account, you may still gain access to your account by following these easy steps:

  1. Go to the sign-in page for your 2013 TaxACT Online account. Prior year returns are also available for tax years 2012, 2011, 2010.
  2. To retrieve your username, click the Forgot Username link, enter your email address, and click Continue. Any usernames associated with your email address for that particular year will be sent to you in email.
  3. To reset your password, click the Forgot Password link, enter your username, answer your secret question, and click the Send Reset Email button to have the reset email sent.

Sign In & Continue Your 2013 Return

How do I know for sure if my return was e-filed?

You need to complete several, but very easy steps to e-file your return in TaxACT. You’ll know when you’ve completed the steps when you see a screen like this:

TaxACT E-Filing Submit Step

For more information about verifying whether your return has been e-filed in TaxACT, click here.

How can I check if my e-filed returns have been received and accepted or rejected?

TaxACT offers 3 ways to check the status of your e-filed returns, anytime, anywhere:

  1. Sign in to your TaxACT Online account or open your return in the desktop program
  2. On any web browser at efstatus.taxact.com
  3. Download one of our free mobile apps, Tax Return Status.

Where’s my refund?

If your return has been accepted by the IRS and you’re expecting a refund, follow these easy steps to check the status of your refund.

  • Go to the IRS website, Where’s My Refund
  • Enter your SSN, filing status, and exact whole-dollar refund amount

The IRS updates the refund information once a day, usually overnight. So, you only need to check your status once each day.

Once the IRS accepts your return, they do not provide TaxACT with any information regarding your refund. The only way to check the status of your federal refund is on the IRS website, Where’s My Refund?

The IRS issued more than 9 out of 10 refunds in less than 21 days last year. The fastest way to receive your refund is to e-file and choose direct deposit. State refund processing times vary by state.

For more information about your refund status, click here.

For State refund information, select your state here.

How do I print or save my return in TaxACT Online?

Reminder: You must have Adobe Acrobat Reader® installed in order to print or save your return.

Printing Your Return:

For your security, the only way to obtain a printed copy of your TaxACT Online return is by signing in to your TaxACT Online account and printing it yourself. TaxACT cannot email or mail your return to you.

  1. After signing in, click “Print” in the upper right corner.
  2. Choose the print option which best suits you.
    Mail a Paper Return – This option will print all forms required to file your return by mail.
    Print Return & Instructions – This option will print a copy of your return and the filing instructions.
  3. Once you choose the form you wish to print and click on it, you will be given the instructions to “Click the link below to view/print your…” and will indicate which form you are about to print.
  4. Click on that link to open the return in PDF format.
  5. Once the reader has loaded and the return is displayed, simply click the Print button within the reader program.

Need more info?

How to print your TaxACT Online return
How to print your TaxACT Desktop return

Saving Your Return:
  1. Sign in to your TaxACT Online return.
  2. In the upper right of the page, click the Print link.
  3. Choose the print option which best suits you.
    Mail a Paper Return – This option will display all forms required to file your return by mail.
    Print Return & Instructions – This option will display a copy of your return and the filing instructions.
  4. Once you choose the form you wish to print and click on it, you will be given the instructions to “Click the link below to view/print your…” and will indicate which form you are about to print.
  5. Right-click on the link and then select “Save Target As…” or “Save As…” depending upon your browser.
  6. The file name will be filled in with the default form name. You may change the file name if you wish. We also recommend that you either change the “Save In” location to an easy-to-locate folder or write the default down.
  7. Click OK.
  8. Your return file will be saved with the extension of .pdf and can be viewed at a later time by opening it in Adobe Acrobat Reader®.

I need help.

TaxACT offers four convenient ways to get answers:

1) For immediate help, use the Answer Center in TaxACT. Sign in to your TaxACT Online account and click the “Help” tab on the right. The links under “Popular Help Topics” are specific to the topic on each interview screen. You can also type your question to search the Answer Center.

2) Immediate answers are also available on TaxACT’s website at taxact.com/support. Enter your question to search our extensive database of answers and videos.

3) Email our TaxACT Service and Support Specialists for free answers.

4) Call us. Unlimited phone help is included with your paid purchase of TaxACT Online Deluxe. Free Federal Edition users can purchase unlimited phone support for the current tax year for a one-time fee of $7.99.