Account Information
Federal Payments and Refunds
Filing
State Forms
Taxpayer Information

Account Information

10

About 1040.com – Getting Started
Account Information
Common Browser Issues FAQ
Contacting Support
Credit Card Decline Codes and Resolutions
Protection Plus
Recover Your Username or Reset Your Password
Site Security, Security Questions, and Two-Factor Authentication (2FA)
Transaction Summary
Verification Code Delay

Free File Alliance

3

About 1040.com – Getting Started
Free File Alliance
Returning FFA Customer – Initial Log in

Taxpayer Information

31

Canadian Pension Plan US/CA Agreement
Changing Direct Deposit – Post Filing
Changing Filing Status – Detailed Instructions
Claiming a Disabled Spouse or Adult Dependent
Correcting a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
DC – Part-Year and Nonresident Information | 1040.com®
Deceased Taxpayer, Spouse, or Dependent
Dependent Income
Dependents Without SSN or ITIN
e-Collect FAQs
Education Form – SSN Mismatch Error
Educator Expense Deduction
Entering Addresses – Detailed Guidelines
Entering an Identity Protection Pin (IP PIN) for Taxpayer, Spouse, or Dependent
Form 1040-ES – Estimated Taxes
Form 2441 – Dependent Care Benefits
HI – Part-Year and Nonresident Return Guide | 1040.com®
IA – General Information Screen | 1040.com®
IA – Part-Year and Nonresident Guide | 1040.com®
IL – Part-Year and Nonresident Guide
IL – Student Loan Adjustment Error
IN – General Information Screen Guide
Information Changed After Filing
IRS Name Entry Guidelines – 35 Character Limit
KY – Part-Year and Nonresident Return Guide
Name Over 35 Characters
Nonresident Alien Spouse
Prior-Year Tax Returns
Retired Public Safety Officer (PSO) Insurance Premium Deduction
Tax Calculator – Estimate your Liability or Refund
Vehicle Registration Fee Deduction

IRS

9

Annual IRS Maintenance Shutdown Period for e-Filing Returns
Changing Filing Status – Detailed Instructions
Disallowance for Prior-Year Credit Rejection
Form 2210 – Estimated Tax Penalty
IRS Interactive Tax Assistant (ITA)
IRS Name Entry Guidelines – 35 Character Limit
IRS Transcripts
Prior-Year Tax Returns
Refund/Tax Due Different Than Expected

Federal Forms

121

§121 Exclusion (Home Sale Exclusion)
Adding Multiple States to Your W-2
Alimony Received/Paid
Bartering Income
CG Tax Calculation – Line 16
Child Support
Clergy Income and Parsonage Details or Allowance
Education Expenses and Credits
Employer Did Not Send W-2
Entering Forms 1098
Entering Forms 1099
Entering Qualified Business Income (QBI)
Federal Schedule C – Business Codes
FinCEN Form 114 – Report of Foreign Bank and Financial Accounts
Foreign Employer Compensation
Form 1040-NR – Nonresident Return
Form 1040-SR
Form 1040-X – Amended Return
Form 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding
Form 1095-A, 1095-B, or 1095-C
Form 1098 – Mortgage Interest
Form 1098-E
Form 1098-T
Form 1099-A – Acquisition or Abandonment of Secured Property
Form 1099-B or Form 6781
Form 1099-C – Cancellation of Debt
Form 1099-DIV – Dividend Income
Form 1099-G
Form 1099-INT – Interest Income
Form 1099-K
Form 1099-LTC and Form 8853
Form 1099-MISC
Form 1099-MISC to Schedule E
Form 1099-NEC
Form 1099-Q
Form 1099-R
Form 1099-S – Proceeds from Real Estate Transactions
Form 1099-SA, Form 8889, HSA Contributions
Form 1099-SSA
Form 1116 – Foreign Tax Credit
Form 1120 – Corporation Income Tax Return
Form 1310 – Explanation and FAQs
Form 2106 – Employee Business Expenses
Form 2120 – Multiple Support
Form 2441 – Dependent Care Benefits
Form 2555
Form 2848 – Power of Attorney
Form 3800
Form 3903 – Moving Expenses
Form 3922
Form 4137 or 8919 – Social Security and Medicare Tax
Form 4506 – Request Copy of Tax Return
Form 4562 – Bonus Depreciation
Form 4562 – Depreciation Deduction
Form 461 – Limitation on Business Losses
Form 4684 – Casualties and Thefts
Form 4797 – Gains or Losses from Sales of Assets
Form 4835 – Farm Rental Income
Form 4952
Form 5329
Form 5405 – Homebuyer Credit Repayment
Form 5498 – IRA, HSA, and MSA Contributions or Distributions
Form 5695 – Residential Energy Credits
Form 6198 – Computation of Deductible Loss
Form 6251 – Alternative Minimum Tax (AMT)
Form 6252 – Installment Sale
Form 706 – U.S. Estate (and Generation Skipping Transfer) Tax Return
Form 709 – U.S. Gift (and Generation Skipping Transfer) Tax Return
Form 7205
Form 8283 – Noncash Charitable Contributions
Form 8396 – Mortgage Interest Credit
Form 8594 – Asset Acquisition Statement Under Section 1060
Form 8621, Page 3, Part V
Form 8824 – Like-Kind Exchanges
Form 8829 – Home Office Deduction
Form 8833 – Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
Form 8839 – Qualified Adoption Expenses
Form 8843
Form 8853 – Medical Savings Account
Form 8857 – Request for Innocent Spouse Relief
Form 8879 – e-File Signature Authorization
Form 8915-C
Form 8915-D
Form 8915-F
Form 8936 – Clean Vehicle Credits
Form 8938
Form 8941 – Credit for Small Employer Health Insurance Premiums
Form 8958 – Income Allocation for Community Property States
Form 8959 / Form 8960
Form 8962 – Premium Tax Credit
Form 8995
Form 8997
Form 9465 Payment Plan
Form 965-A
Form 965-C
Form 965-D
Form 965-E
Form 982 – Reduction of Tax Attributes Due to Discharge
Form 990 – Tax-Exempt Tax Return
Form W-2 – Entering Special Wage Treatments
Form W-2 – Income Excluded Per Notice 2014-7
Form W-2G – Gambling Income
Home Office Deduction – Detailed Information
How to Add Multiple Forms (W-2s, 1099s, etc.)
Incomplete Prior-Year Returns
New York – Valid New York State Codes for Box 14 of Form W-2
Other Income Custom Description
Retired Public Safety Officer (PSO) Insurance Premium Deduction
Schedule 8812 (Puerto Rico)
Schedule A – Health Insurance Premiums
Schedule A – Itemized Deductions – 5a Check box
Schedule C – Self-Employment Income
Schedule E
Schedule F
Schedule K-1 for Beneficiaries
Schedule K-1 for Partners
Schedule K-1 for Shareholders
Schedule K-3
Self-Employed – Health Insurance Deduction
Self-Employed Pensions
Vehicle Mileage – Detailed Instructions

Federal Payments and Refunds

12

Changing Direct Deposit – Post Filing
Checking Refund Status – Post Filing Tips
Claiming COVID-era Stimulus Payments
Estimated Tax Penalty Increase (Refund Decrease / Tax Due Increase Since Filing)
Estimated Tax Vouchers
Extension Payments – General Information
Form 1040-ES – Estimated Taxes
Form 8606
Paying Taxes Owed or Amount Due
PDF Missing Direct Deposit/Debit Info.
Receiving Your Tax Refund – Detailed Information
Refund/Tax Due Different Than Expected

Forms 1099

20

Entering Forms 1099
Form 1098 – Mortgage Interest
Form 1098-E
Form 1098-T
Form 1099-A – Acquisition or Abandonment of Secured Property
Form 1099-B or Form 6781
Form 1099-C – Cancellation of Debt
Form 1099-DIV – Dividend Income
Form 1099-G
Form 1099-INT – Interest Income
Form 1099-K
Form 1099-LTC and Form 8853
Form 1099-MISC
Form 1099-MISC to Schedule E
Form 1099-NEC
Form 1099-PATR
Form 1099-Q
Form 1099-S – Proceeds from Real Estate Transactions
Form 1099-SA, Form 8889, HSA Contributions
Form 1099-SSA

State Forms

59

AL – Schedule CR – Credit for Taxes Paid to Other States
CA – California Form 3531 – California Competes Tax Credit
CA – California Form 3853 – Health Coverage Exemptions
CA – California Schedule P – AMT
CA Reject F540/NR/2EZ-060
Completing Forms – A Step-by-Step Guide
CT – CT709 – Schedule A: Computation of Taxable Gifts | 1040.com®
CT – Schedule CT-PE: Pass-Through Entity Tax Credit | 1040.com®
CT – Schedule IT: Income Tax Credit Summary | 1040.com®
CT-8857 – Innocent Spouse Relief | 1040.com®
DC – Alternative Fuel Vehicle Credit | 1040.com®
DC – Nonresident Request for Refund | 1040.com®
DC – Part-Year and Nonresident Information | 1040.com®
DE – Resident Income Tax Return Screen | 1040.com®
e-File State Return After Federal Filing
e-File State Returns After Federal Filing
Federal-Only e-Filing
Filing Your State Taxes
GA – Form 500 – Information Page 1 | 1040.com®
GA – Income Tax Withholding Statement | 1040.com®
HI – General Information | 1040.com®
HI – Part-Year and Nonresident Return Guide | 1040.com®
IA – General Information Screen | 1040.com®
IA – Part-Year and Nonresident Guide | 1040.com®
IA – Iowa Form IA 1040 Guide to Voluntary Contributions
IA – Iowa Volunteer Firefighter/EMS/Reserve Peace Officer Tax Credit
IL – Individual Income Tax Return | 1040.com®
IL – Illinois Form IL-2210 – Penalty for Underpayment of Estimated Tax
IL – Illinois Schedule G – Guide to Voluntary Charitable Donations
IL – Illinois State e-File Pin Number (IL-PIN)
IL – Schedule 1299-C Guide | 1040.com®
IL – Schedule CR Guide | 1040.com®
IL – Schedule M Guide | 1040.com®
IN – Additional Indiana Information | 1040.com®
IN – IT-40 and 40PNR Schedule 1 and Schedule B Add Backs | 1040.com®
IN – Part-Year & Nonresidents Guide | 1040.com®
IN – Schedule 6G – Credit for Taxes Paid | 1040.com®
IN – Schedule 6G – Offset Credits | 1040.com®
IN – Schedule IN OCC – Part A | 1040.com®
IN – Schedule IN-DEP-A Additional Dependent Information | 1040.com®
IN – Manually Force or Suppress Specific Forms Print Options
IN – Special Deductions | 1040.com®
KS – Individual Income Tax Screen Guide | 1040.com®
KS – Part-Year and Nonresident Return Guide | 1040.com®
KS – Schedule S Guide | 1040.com®
KS – Kansas Community Service Contribution Credit
KY – 740 Individual Income Tax Return Screen Guide | 1040.com®
MA – Adding an Unformatted Statement for e-File
MA – Dependent Information
MA – Health Care – Policy Information | 1040.com®
MA – Income Tax Return Screen Guide | 1040.com®
MA – Schedule C | 1040.com®
MA – Schedule LP – Lead Paint Removal Credit
MD – Consumer Use Tax Return | 1040.com®
MD – Form 502-V – Vehicle Use for Charitable Purposes | 1040.com®
MD – Form 502INJ – Injured Spouse Claim | 1040.com®
MD – Form MD K-1 – Pass-Through Member Information | 1040.com®
MN – Schedule M1529 – Education Savings Account | 1040.com®
State Not Listed – States without Income Tax

Printing

5

Filing a Return
Form 1040-X – Amended Return
PDF Won’t Open (Mobile or Tablet)
Printing a Return
Prior-Year Tax Returns

Alabama

22

AL – Alabama State-Only Withholdings Not Reported Elsewhere
AL – Alabama Part-Year Residency Dates
AL – Alabama – College Counts 529 Plan and AL Prepaid Affordable College Tuition Program (PACT) Deduction
AL – Alabama – Filing Status Override
AL – Alabama – Retrofit Home to Resist Wind/Flood Damage Deduction (Resident)
AL – Alabama – Schedule HOF – Head of Family
AL – Alabama Election Campaign Donation Fund
AL – Alabama Extension Information
AL – Alabama Form 40NR MFS Return for Taxpayer Qualifying for MSRRA Election (Nonresident)
AL – Alabama Health Insurance Premium Deduction Form 40 (Resident)
AL – Alabama Schedule HBC – First Time and Second Chance Home Buyer Savings Account Deduction
AL – Election to Suppress Alabama AL 40V – Balance Paid by EFT or with Credit Card (Nonresident)
AL – Schedule CR – Credit for Taxes Paid to Other States
AL – Schedule DC Donation Check-Offs – A Guide to Charitable Contributions
AL – Schedule OC Other Credits
AL – Alabama Schedule AATC – Accountability Act Tax Credit
AL – Contribution to ABLE Savings Account on Alabama Form 40 and Form 40NR
AL – Deposits to Alabama Catastrophe Savings Account (Resident)
AL – Election to File Both Alabama Form 40 and 40NR
AL – Election to Force Alabama Form 40NR to Produce
AL – Force Calculation of Estimated Tax for a Deceased Taxpayer
AL – Use Tax Worksheet

Filing

27

Adjusted Gross Income (AGI)
Alimony Received/Paid
AR – Arkansas Extension Information
Attaching a Federal Optional PDF Attachment
Changing Filing Status – Detailed Instructions
Completing Forms – A Step-by-Step Guide
CUSIP Errors
e-File Rejects
e-File State Return After Federal Filing
e-File State Returns After Federal Filing
Education Form – SSN Mismatch Error
Employer Contributions to HSA Coverage Error
Extension Payments – General Information
Federal-Only e-Filing
Filing “Looping” Issue Troubleshooting
Filing a Return
Filing Your State Taxes
Form 1040-X – Amended Return
Form 2210 – Estimated Tax Penalty
Form Won’t Save (Grayed Out Save Button)
IL – Illinois AGI Rejection – Code IL1040-8100-1
IRS Name Entry Guidelines – 35 Character Limit
KY – State ID Error
PA – Filing Status HOH and Resolving Error 0079
Prior-Year Tax Returns
Qualifying Surviving Spouse – No Dependents
Statutory Employee

Alaska

1

AK – Alaska Permanent Fund

Miscellaneous

11

Avoiding Errors When Entering Information
Business Depreciation
Cash Donations
Deducting Union Dues
Deductions – Itemized or Standard
Earned Income Credit (EIC)
Form 1099-MISC
IRS Interactive Tax Assistant (ITA) – Overview
Oil and Gas Depletion
Other Income Custom Description
Qualified Business Income (QBI) – Business Aggregation

Arizona

13

AZ – Arizona – Form 203 – Request for Injured Spouse Protection
AZ – Arizona Extension Information
AZ – Arizona Form 355 – Credit for Entity-Level Income Tax Paid on Your Behalf | 1040.com®
AZ – Other Additions from Arizona Gross Income
AZ – Other Subtractions from Arizona Gross Income
AZ – Arizona Form 131 – Claim for Refund on Behalf of a Deceased Taxpayer
AZ – Arizona Form 140PTC – Property Tax Refund (Credit) Claim
AZ – Arizona Form 301 – Nonrefundable Credits and Recapture
AZ – Arizona Form 309 – Credit for Taxes Paid to Another State or Country – A Complete Guide
AZ – Arizona Form 310 – Credit for Solar Energy Devices
AZ – Arizona Form 322 – Credit for Contributions Made or Fees Paid to Public Schools
AZ – Arizona Form 323 – Credit for Contributions to Private School Tuition Organizations
AZ – Part-Year Residency Dates

Arkansas

16

AR – Arkansas Early Childhood Program Certification Number
AR – Arkansas – Volunteer Firefighter Unreimbursed Expenses
AR – Arkansas Extension Information
AR – Arkansas Form AR1075 – Deduction for Post-Secondary Tuition Paid
AR – Arkansas Form AR1113 – Phenylketonuria Disorder Credit
AR – Arkansas Form AR8453-OL – Individual Income Tax Declaration for Electronic Filing
AR – Form AR1000ADJ – Guide to Adjustments for Special Contributions and Exemptions
AR – Arkansas Deaf Exemption
AR – Arkansas Form AR-OI Pass-Through Entity Adjustment
AR – Arkansas Form AR1800 – Political Contribution Credit
AR – Arkansas Form AR8944 – e-File Hardship Waiver
AR – Arkansas Nonresident Information
AR – Arkansas Pension Exemption Election
AR – Forcing/Suppressing Form AR2441
AR – Itemized Deduction Contributions
AR – Part-Year Resident Information

California

41

CA – California Extension Information
CA – California 540/540NR Schedule D-1 – Sales of Business Property
CA – California Business Information for Earned Income Credit
CA – California Contributions
CA – California Earned Income Credit Elections
CA – California Form 3510 – Credit for Prior-Year AMT
CA – California Form 3526 – Investment Interest Expense Deduction
CA – California Form 3531 – California Competes Tax Credit
CA – California Form 3546 – Enhanced Oil Recovery Credit
CA – California Form 3568 – Alt. ID for Dependent Exemption
CA – California Form 3800 – Children with Investment Income
CA – California Form 3805P – Additional Taxes on Qualified Plans
CA – California Form 3805V – NOL Computation Part III
CA – California Form 3814 – Donated Fresh Fruits or Vegetables Credit
CA – California Form 3820 – High-Road Cannabis Tax Credit Worksheet
CA – California Form 3821 – Cannabis Equity Tax Credit
CA – California Form 3831 – Homeless Hiring Tax Credit
CA – California Form 3835 – State Historic Rehabilitation Tax Credit
CA – California Form 3853 – Health Coverage Exemptions
CA – California Form 3895 – Health Insurance Marketplace Statement
CA – California Form 4197 – Information on Tax Expenditures
CA – California General Health Care Coverage Information
CA – California Head of Household Information
CA – California Installment Agreement Request
CA – California Main Form
CA – California Marketplace Lookups
CA – California Miscellaneous Credits
CA – California Nonrefundable Renter’s Credit
CA – California Nonresidency Demographics and Military Info
CA – California Principal Address Information
CA – California Pro Forma Federal Schedule A Overrides
CA – California PTE Elective Tax Credit (Pass-Through Entity)
CA – California Real Estate Withholding Statement
CA – California Sales and Use Tax
CA – California Schedule CA – Income Adjustments
CA – California Schedule CA – Itemized Deductions
CA – California Schedule P – AMT
CA – Capital Gain or Loss Adjustment from CA K-1s on Schedule D
CA – Claiming Disaster Losses Question
CA – Form FTB 3506 – Child and Dependent Care Expenses Credit | 1040.com®
CA Reject F540/NR/2EZ-060

Colorado

1

CO – Colorado Extension Information

Connecticut

7

CT – Connecticut Extension Information
CT – CT709 – Schedule A: Computation of Taxable Gifts | 1040.com®
CT – Schedule CT-PE: Pass-Through Entity Tax Credit | 1040.com®
CT – Checking the Status of Your Connecticut Refund
CT – Connecticut Refund Disbursement Methods
CT – Schedule IT: Income Tax Credit Summary | 1040.com®
CT-8857 – Innocent Spouse Relief | 1040.com®

Hawaii

28

HI – CTP Other State and Foreign Tax Credit Worksheet
HI – Due Diligence Statement
HI – Form N-139 – Moving Expenses
HI – Form N-163 – Fuel Tax Credit for Commercial Fishers
HI – Form N-20 Schedule K-1 – Partner’s Share of Income, Credits, Deductions
HI – Form N-35 Schedule K-1 – Shareholder’s Share of Income, Credits, Deductions
HI – General Information | 1040.com®
HI – Itemized Deductions
HI – Part-Year and Nonresident Return Guide | 1040.com®
HI – Schedule CR – Other Refundable Credits (Line 23)
HI – Schedule X – Dependent Care Information
HI – State Tax Refund Worksheet
HI – Credit for Low Income Household Renters
HI – CTP Other State and Foreign Tax Credit Worksheet
HI – Due Diligence Statement
HI – Form N-348 – Tax Credit for Research Activities
HI – Form N346 – Tax Credit for Research Activities
HI – Hawaii – Other Income Overrides
HI – Hawaii Child Passenger Restraint System Credit
HI – Hawaii Form N-311 – Refundable Food and Excise Tax Credit
HI – Hawaii Form N-330 – School Repair and Maintenance Tax Credit
HI – Hawaii Form N-340 – Motion Picture, Digital Media, and Film Production Credit
HI – Hawaii Form N-342 – Renewable Energy Technologies Income Tax Credit
HI – Hawaii Form N-356 – Earned Income Tax Credit
HI – Hawaii Form N-586 – Tax Credit for Low Income Housing
HI – Itemized Deductions
HI – Schedule CR Other Refundable Credits (Line 23)
HI – Schedule X – Dependent Care Information

Georgia

18

GA – 500-Schedule 1 Additions & Subtractions | 1040.com®
GA – 5347 – Statement of Person Claiming Refund
GA – 5347 – Statement of Person Claiming Refund
GA – Conservation Tax Credit
GA – Conservation Tax Credit
GA – Form 500 – Information Page 1 | 1040.com®
GA – Income Tax Withholding Statement | 1040.com®
GA – IND-CR – Individual Credit Form
GA – IND-CR Individual Credit Form Guide
GA – Optional PDF E-file Attachments
GA – Qualified Education Expense Credit
GA – Retirement Income Exclusion
GA – Retirement Income Exclusion
GA – Schedule 2 – Georgia Tax Credits
GA – Schedule 2 – Georgia Tax Credits
GA – Schedule 4 – Net Operating Loss (NOL)
GA – Schedule 4 – Net Operating Loss (NOL)
GA – Georgia Qualified Retraining Tax Credit

Kentucky

16

KY Limited Liability Entity Tax Credit Worksheet
KY – 740 Individual Income Tax Return Screen Guide
KY – 740 Individual Income Tax Return Screen Guide | 1040.com®
KY – Part-Year and Nonresident Return Guide
KY – PTE CR – Pass-Through Entity Tax on Distributive Share Income
KY – State ID Error
KY – 740 – Sch M – Federal Adjusted Gross Income Modifications
KY – 740 – Sch M – Federal Adjusted Gross Income Modifications
KY – Filing Prior-Year Kentucky Tax Returns
KY – Kentucky Form 8863-K – Kentucky Education Tuition Tax Credit
KY – KNOL – Net Operating Loss Schedule
KY – KNOL – Net Operating Loss Schedule
KY – Lexington-Fayette Urban County – Application for Refund
KY – Limited Liability Entity Tax Credit Worksheet
KY – Part-Year and Nonresident Returns
KY – Schedule ITC – Individual Tax Credit Schedule

New York

29

New York – 529 College Savings Program
New York – IT-135 – Sales and Use Tax Report
New York – NYC-STC – New York City School Tax Credit
New York – Form DTF-625 – Low-Income Housing Credit Allocation and Certification
New York – Form IT- 237 – Claim for Historic Homeownership Rehabilitation Credit
New York – Form IT-112-R – Resident Credit for Taxes Paid to Another Jurisdiction
New York – Form IT-2105.9 – Underpayment of Estimated Tax Penalty
New York – Form IT-213 – Empire State Child Credit
New York – Form IT-217 – Farmers’ School Tax Credit
New York – Form IT-219 – Credit for New York City Unincorporated Business Tax
New York – Form IT-226 – Employer Compensation Expense Program Wage Credit
New York – Form IT-229 – Real Property Tax Relief Credit
New York – Form IT-241 – Claim for Clean Heating Fuel Credit
New York – Form IT-245 – Firefighter/Ambulance Worker’s Credit
New York – Form IT-249 – Long-Term Care Insurance Credit
New York – Form IT-267 – Geothermal Energy System Credit
New York – Form IT-272 – College Tuition Credit or Itemized Deduction
New York – Form IT-280 – Nonobligated Spouse Allocation
New York – Form IT-399 – New York State Depreciation Schedule
New York – Form IT-501- Temporary Deferral Nonrefundable Payout Credit
New York – Form IT-637 – Alternative Fuel and Electric Vehicle Recharging Property Credit
New York – Form IT-653 – Pass-Through Entity Tax (PTET) Credit
New York – Form IT-654 – NYC Musical and Theatrical Production Tax Credit
New York – Form IT-657 – COVID-19 Capital Costs Credit
New York – Form IT-658 – Additional Restaurant Return-to-Work Credit
New York – Form NYC-1127 – Nonresident Employees Return
New York – Valid New York State Codes for Box 14 of Form W-2
NY – New York Confirm County and School District e-File Message
NY – State Pension Exclusion

Oregon

5

OR – Kicker Credit (Surplus Credit)
OR – Voluntary Self-Identification (VSI)
Oregon – Electronic Filing Not Supported for Form MC-40 – Multnomah County Personal Income Tax
Oregon – Electronic Filing Not Supported for Forms OR-TM and OR-LTD
Oregon – Filing the Multnomah County Business Income Tax Return (MCBIT)

Pennsylvania

7

PA – Filing Status HOH and Resolving Error 0079
Pennsylvania – PACE Application Worksheet
Pennsylvania – Provide Consent to Transfer Your PA Estimated Personal Income Tax Account
Pennsylvania – Schedule UE – Employee Business Expenses
Pennsylvania – Statement Schedule
Pennsylvania – Tax Return Comparison
Pennsylvania – Use Tax

West Virginia

9

West Virginia – Homestead Excess Property Tax Credit
West Virginia – Optional Binary PDF Attachments
West Virginia – Resident Low-Income Exclusion
West Virginia – Schedule E – Credit for Taxes Paid to Another State
West Virginia – Schedule EK1 (1065, 1120S, or 1041 EK1 Received)
West Virginia – Schedule H – Certification of Permanent and Total Disability
West Virginia – Senior Citizen Property Tax Credit
West Virginia – WVMV-1 Motor Vehicle Property Tax Adjustment Credit
WV – Request for Waiver or Qualified Farmer Indicator

Kansas

17

KS – Aviation Aerospace Tax Credit
KS – Credit Summary Screen Guide
KS – Individual Income Tax Screen Guide
KS – Individual Income Tax Screen Guide | 1040.com®
KS – K 93 – Workforce Retention Incentive Tax Credit
KS – K 94 – Pregnancy Resource Act Tax Credit
KS – Part-Year and Nonresident Return Guide | 1040.com®
KS – Schedule S Guide
KS – Schedule S Guide | 1040.com®
KS – Aviation/Aerospace Tax Credit
KS – Credit Summary Screen Guide
KS – K-93 – Workforce Retention Incentive Tax Credit
KS – K-94 – Pregnancy Resource Act Tax Credit
KS – Kansas Community Service Contribution Credit
KS – Kansas Form K-70 – Low-Income Student Scholarship Credit
KS – Kansas Form K-91 – Teacher’s Purchase of School and Classroom Supplies Tax Credit
KS – Kansas Homestead or Property Tax Relief Claim

Indiana

21

IN – Additional Indiana Information | 1040.com®
IN – CC40 – Indiana College Contribution Credit
IN – IT-40 and 40PNR Schedule 1 and Schedule B Add Backs | 1040.com®
IN – Part-Year & Nonresidents Guide | 1040.com®
IN – Schedule 6G – Credit for Taxes Paid | 1040.com®
IN – Schedule 6G – Offset Credits | 1040.com®
IN – Schedule IN OCC – Part A | 1040.com®
IN – Schedule IN PRO
IN – Schedule IN-DEP-A Additional Dependent Information | 1040.com®
IN – 529 CollegeChoice & 529 Education Savings Plan Credit
IN – 529 CollegeChoice & 529 Education Savings Plan Credit
IN – CC40 – Indiana College Contribution Credit
IN – General Information Screen
IN – General Information Screen Guide
IN – Indiana Form IT-2210 – Penalty for Underpayment of Estimated Tax
IN – Indiana K1 Partner’s Share
IN – Indiana Use Tax Worksheet
IN – Schedule IN-PRO
IN – Special Deductions | 1040.com®
IN Locality Error (Indiana County Codes)
IN Locality Error (Indiana County Codes)

Iowa

7

IA – 529 and ABLE Contribution Credits
IA – General Information Screen | 1040.com®
IA – Part-Year and Nonresident Guide | 1040.com®
IA – Tuition and Textbook Credit
IA – Iowa Late Filing and Interest
IA 529 and ABLE Contribution Credits
Iowa Tuition and Textbook Credit

Illinois

22

IL – Individual Income Tax Return | 1040.com®
IL – Illinois Form 1310 – Claim a Refund for a Deceased Taxpayer on Your Illinois Tax Return
IL – Illinois Form 4562 – Special Depreciation
IL – Illinois Form IL K1P – K-1 from a Partnership or S Corporation
IL – Illinois Form IL K1T – K-1 from an Estate or Trust
IL – Part-Year and Nonresident Guide
IL – Part-Year and Nonresident Guide
IL – Schedule 1299 I Guide
IL – Schedule 1299-C Guide | 1040.com®
IL – Schedule 1299-I Guide
IL – Schedule CR Guide | 1040.com®
IL – Schedule EIC – Earned Income Credit
IL – Schedule EIC – Earned Income Credit
IL – Schedule ICR – Line 5 Error
IL – Schedule ICR – Line 5 Error
IL – Schedule ICR Guide
IL – Schedule ICR Guide
IL – Schedule M Guide | 1040.com®
IL – Student Loan Adjustment Error
IL – Student Loan Adjustment Error
IL – Use Tax Worksheet
IL – Use Tax Worksheet | 1040.com®

Massachusetts

25

MA – Circuit Breaker Tax Credit (Form CB)
MA – Health Care – Policy Information | 1040.com®
MA – Income Tax Return Screen Guide | 1040.com®
MA – Interest and Penalty Worksheet
MA – Other State Tax Credit
MA – Reporting Change of Address
MA – Reporting Excess Paid Family and Medical Leave (PFML) Contributions
MA – Reporting Long-Term Capital Gains or Losses from Installment Sales
MA – Schedule C | 1040.com®
MA – Schedule Economic Opportunity Area Credit (EOAC)
MA – Code 2145 (MA-1-NR/PY)
MA – Credit Manager Schedule Section 1 – Nonrefundable Credits
MA – Part-Year and Nonresident Filing Guide
MA – Schedule C2
MA – Schedule X – Other Income
MA – Schedule Y – Other Deductions
MA – Solar and Wind Energy Credit
MA – Taxable IRA/Keogh Plan
Massachusetts – E-Filing Restriction: More Than 4 Entries in W-2 Box 14
Massachusetts – Estates, Trusts, REMICs, and Farm Income/Loss Overrides
Massachusetts – Form M-2210 – Underpayment of Estimated Taxes
Massachusetts – Form M-4 – Withholding Exemption Certificate
Massachusetts – Partnerships and S Corporations Overrides
Massachusetts – Schedule RLSC – Refundable Life Science Credit
Massachusetts – Schedule SC – Septic Credit

Louisiana

2

LA – 540 & 540B – Resident & Nonresident Individual Return
LA – Disaster Loss Claim

Delaware

5

DE 200 01 Form
DE – 200-02 Form
DE – PIT-CRS – Income Tax Credit Schedule
DE – PIT-CRS Schedule
DE – Resident Income Tax Return Screen | 1040.com®

District of Columbia

13

DC – Form 8379 – Injured Spouse Allocation
DC – Form 8379 – Injured Spouse Allocation
DC – 30CR – QHTC Unincorporated Business Tax Credits
DC – 30CR – QHTC Unincorporated Business Tax Credits | 1040.com®
DC – Alternative Fuel Vehicle Credit | 1040.com®
DC – Calculation K – Out-of-State Tax Credit Worksheet
DC – Nonresident Request for Refund | 1040.com®
DC – Part-Year and Nonresident Information | 1040.com®
DC – Schedule H | 1040.com®
DC – Schedule HSR
DC – Schedule HSR | 1040.com®
DC – Schedule I | 1040.com®
DC – Schedule SR – Small Retailer Property Tax Relief Credit | 1040.com®

Maryland

8

MD – Consumer Use Tax Return | 1040.com®
MD – Form 502-V – Vehicle Use for Charitable Purposes | 1040.com®
MD – Form 502INJ – Injured Spouse Claim | 1040.com®
MD – Form MD K-1 – Pass-Through Member Information | 1040.com®
MD – Dependent Health Insurance Check box
MD – Income Tax Return
MD – Maryland 1099-G Unemployment / State Refund Error
MD – Other Subtractions

Washington

1

WA – Form WFTC – Washington Working Families Tax Credit

South Carolina

7

South Carolina – Excess Insurance Premium Credit
South Carolina – Form SC I-360 – Classroom Teacher Expense Credit
South Carolina – Schedule W – Use Tax Worksheet
South Carolina – TC-29 – Qualified Retirement Plan Contribution Credit
South Carolina – TC-38 – Solar Energy System Credit
South Carolina – TC-43 – Residential Retrofit Credit
South Carolina – TC-62 – Preceptor Credit

Rhode Island

4

Rhode Island – Consumer Use and Sales Tax
Rhode Island – Individual Health Care Mandate Form
Rhode Island – Individual Health Care Mandate Form
Rhode Island – Schedule II – Credit for Income Taxes Paid to Another State

Wisconsin

6

Wisconsin – Entity-Level Additions and Subtractions
Wisconsin – Identity Protection (IP) PIN
Wisconsin – Net Operating Loss (NOL) Carryback or Carryforward
Wisconsin – Schedule CS – College Savings Accounts (EdVest and Tomorrow’s Scholar)
Wisconsin – Schedule OS – Credit for Net Tax Paid to Another State
Wisconsin – Schedule PS – Private School Tuition Deduction

Ohio

10

Ohio – 529 Education Deduction
Ohio – Form IR-25 – Paper File
Ohio – Form NRC – Nonresident Income Allocation and Apportionment
Ohio – Form OH K-1
Ohio – Health Care Expenses Worksheet
Ohio – Home School Expenses Credit Questionnaire
Ohio – How to Find Your Ohio Business Code
Ohio – IR-25 – City of Columbus Extension
Ohio – Nonchartered, Nonpublic School Tuition Credit Questionnaire
Ohio – Scholarship Donation Credit Questionnaire

Oklahoma

7

Oklahoma – 529 College Savings Plan (OCSP)
Oklahoma – Form 2210 – Underpayment of Estimated Taxes
Oklahoma – Form 538S – Sales Tax Relief Credit
Oklahoma – Form 561/561NR – Capital Gains and Losses
Oklahoma – Form 564 – Credit for Employees in the Aerospace Sector
Oklahoma – Form 566 – Credit for Qualified Software or Cybersecurity Employees
Oklahoma – Out-of-State Purchases and Use Tax

Virginia

4

Virginia – AGI Split Worksheet
Virginia – Credit for Taxes Paid to Another State
Virginia – Prepaid College Savings Contributions
Virginia – Underpayment of Estimated Tax

North Carolina

4

North Carolina – Consumer Use Tax
North Carolina – Direct Debit Contact Information
North Carolina – Partnership K-1 Income
North Carolina – Repayment of Claim of Right Worksheet

North Dakota

5

North Dakota – Reciprocity for Minnesota and Montana Residents
North Dakota – Schedule MCP – Credit for Contributions to a Maternity Home, Child Placing Agency, or Pregnancy Help Center
North Dakota – Schedule ND-1AC – Adoption Credit
North Dakota – Schedule ND-1CR – Credit for Taxes Paid to Another State
North Dakota – Schedule ND-1PSC – Nonprofit Private School Tax Credit

Nebraska

2

Nebraska – 1040-EB – Credit for Purchase of a Residence in a Designated Extremely Blighted Area
Nebraska – State and Local Consumer Use Tax

New Jersey

11

New Jersey – Domestic Partner – Civil Union Form
New Jersey – Form COJ – Credit for Taxes Paid to Another Jurisdiction
New Jersey – Form IDT-100 – Identity Theft Declaration
New Jersey – Form NJ – Medical Expenses Deduction
New Jersey – Form NJ – Optional PDF Attachments
New Jersey – Form NJ – Use Tax
New Jersey – Form NJ – Wounded Warrior Caregivers Credit
New Jersey – Form NJ-100S K-1- Shareholder’s Share of Income/Loss
New Jersey – Form NJ-1065 K-1- Partner’s Share of Income/Loss
New Jersey – Form NJ-2210 – Underpayment of Estimated Tax
New Jersey – Schedule EZE – Easy Enrollment Health Insurance

New Mexico

2

New Mexico – Form NM – Required Binary/PDF Attachments
New Mexico – Schedule PIT-ADJ – Credit for Taxes Paid to Another State

Utah

1

Utah – Credit for Taxes Paid to Another State

Missouri

8

Missouri – Credit for Taxes Paid to Another State
Missouri – Form MO – Statement of Income Tax Payments for Nonresident Entertainers
Missouri – Form MO-1040 – Shared Care Tax Credit
Missouri – Form MO-CRP – Certificate of Rent Paid
Missouri – Form MO-SHC – Self-Employed Health Insurance Tax Credit
Missouri – MO 529 College Savings Plan Direct Deposit Form
Missouri – MO-2210 – Underpayment of Estimated Tax
Missouri – Optional e-File PDF Attachment

Minnesota

13

Minnesota – DOR Payment Voucher System
Minnesota – First-Time Homebuyer Savings Account
Minnesota – Reciprocal States
Minnesota – Schedule M15 – Underpayment of Estimated Income Tax
Minnesota – Schedule M1CMD – Credit for Attaining Master’s Degree
Minnesota – Schedule M1ED – How to Claim the Minnesota K-12 Education Credit or Subtraction
Minnesota – Schedule M1ED – K-12 Education Expense Subtraction
Minnesota – Schedule M1LTI – Long-Term Insurance Credit
Minnesota – Schedule M1SA – Itemized Deduction Overrides
Minnesota – Schedule M1SLC – Student Loan Credit
Minnesota – Schedule M1UE – Unreimbursed Employee Business Expenses
Minnesota – Schedule NIIT – Net Investment Income Tax
MN – Schedule M1529 – Education Savings Account | 1040.com®

Montana

4

Montana – Credit for Taxes Paid to Another State
Montana – Elderly Homeowner/Renter Credit
Montana – First-Time Home Buyers Savings Account
Montana – Form EST-I – Underpayment of Estimated Tax

Michigan

4

Michigan – First-Time Home Buyer Savings Program Contributions
Michigan – Form 2210 – Underpayment of Estimated Income Tax
Michigan – Form 4013 – Resident Tribal Member Sales Tax Credit
Michigan – Tax Year Comparison

Maine

5

Maine – Child Care Credit Worksheet
Maine – Credit for Disability Income Protection Plans
Maine – Form ME – Use Tax and Sales Tax
Maine – Schedule PTFC – Property Tax Fairness Credit
Maine – Student Loan Repayment Tax Credit

Mississippi

2

Mississippi – Form MS – Other State Tax Credit
Mississippi – How to Override Form MS – Pass-Through Income from Partnerships, S Corps, Estates, and Trusts

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Federal Payments and Refunds

Federal Payments and Refunds

Form 1040-ES – Estimated Taxes
Form 8606
Estimated Tax Vouchers
Extension Payments – General Information
Estimated Tax Penalty Increase (Refund Decrease / Tax Due Increase Since Filing)
PDF Missing Direct Deposit/Debit Info.
Refund/Tax Due Different Than Expected
Paying Taxes Owed or Amount Due
Changing Direct Deposit – Post Filing
Receiving Your Tax Refund – Detailed Information
Claiming COVID-era Stimulus Payments
Checking Refund Status – Post Filing Tips

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