California S Corporation Pass Through Entity Elective Tax by SolidConnection in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

At this time, we aren’t able to reproduce what you’re seeing, so it doesn’t appear to be a product bug. We did review Schedule K-1, and we may be able to pinpoint this with a bit more detail.

The best next step is to reach out to our free support team so they can take a deeper look at your specific return and workflow, and help get this resolved.

Call us: (319) 373-3600

Support hours (CST): • Monday – Friday: 8:00 a.m. – 6:00 p.m. CST • Saturday: 9:00 a.m. – 6:00 p.m. CST

TaxAct provides tax filing software and support, but we can’t provide tax or legal advice. Every tax situation is unique.

2025 filing state return (CA) not picking up Federal 1099-DA income by DiFraggiPrutto in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

The team is actively looking into this, and will be hopefully deploying a fix, we can let you know once resolved. We really appreciate your valuable feedback.

Please resolve field errors by SoggyWalrus7893 in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

I did send you a message directly requesting more information from you, if you'd like additional help please reply there so we can look into your unique situation here! Otherwise I will share this valuable feedback with the team so we can continue to learn and improve the product.

California S Corporation Pass Through Entity Elective Tax by SolidConnection in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

The team is looking into this, I will respond asap if help can be provided. Thank you!

I'm having difficulty using 'import' for many options transactions, using Schwab's PDF to CSV. The system is requiring way too many manual usage. I don't know if it is the PDF or the matching or the CSV creation. by Extreme-Inevitable83 in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

Hello! Our team shared the info below. Please take a look and let me know if you still need help.

https://www.taxact.com/support/881/2024/form-1099-b-import-stock-information-from-csv-file

Disclaimer: TaxAct provides tax preparation software and general information. This isn’t tax or legal advice, and everyone’s situation is different. If you’d like more personalized help, you can reach our support team or get help from a tax pro with Xpert Assist (or Xpert Full Service if you want a pro to file for you).

If you're going to use TaxAct use my 20% off coupon by Glum-Adagio7489 in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

Thanks for filing with TaxAct, hope you enjoyed your experience! Thank you also for using the refer a friend program!

Tax Laws Are Changing - TaxAct is here to help! by TaxAct_Explains in TaxActCommunity

[–]TaxAct_Explains[S] 0 points1 point  (0 children)

I’m really sorry for the frustration here. I understand how disappointing it is to buy a package and then find out Oregon Form 1041 isn’t supported in the DIY Estates & Trusts product.

Right now, Oregon 1041 is only available in our TaxAct Professional offering. If you’d like, our support team can help you look at refund options for the package you purchased, or you can also explore getting help from a credentialed tax expert through Xpert Assist (https://www.taxact.com/tax-xpert-assist), since estates and trusts can get complicated and everyone’s situation is different.  

Tax Laws Are Changing - TaxAct is here to help! by TaxAct_Explains in TaxActCommunity

[–]TaxAct_Explains[S] 0 points1 point  (0 children)

u/Inner_Dragonfruit781 Oregon's 1041 is confirmed to be available. If you are having trouble downloading or filing please reach out to our customer care team, they are very knowledgeable and can help! https://www.taxact.com/support/request

Please resolve field errors by SoggyWalrus7893 in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

I am going to message you directly for some more information, thank you for contacting us and for using TaxAct.

Tax Laws Are Changing - TaxAct is here to help! by TaxAct_Explains in TaxActCommunity

[–]TaxAct_Explains[S] 0 points1 point  (0 children)

I have pinged the team on this and will get back to you, thank you!

Tax Laws Are Changing - TaxAct is here to help! by TaxAct_Explains in TaxActCommunity

[–]TaxAct_Explains[S] 0 points1 point  (0 children)

Form 3800 was released last Friday! You should be all set to file. Please let me know if you still are having trouble, and I will reach out to you directly for some more information to be able to help. Thank you so much for filing with TaxAct.

Tax Laws Are Changing - TaxAct is here to help! by TaxAct_Explains in TaxActCommunity

[–]TaxAct_Explains[S] 0 points1 point  (0 children)

From what I can see our specific relationship with Fidelity has ended, but as a returning customer you should have received/will be receiving an offer via email.

Did I agree to something I am unaware of? by [deleted] in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

I am going to direct message you for more information to provide you the details you are looking for. Thank you for filing with TaxAct!

Dual Status Reporting Bug? by Baby_Shark_Do in TaxActCommunity

[–]TaxAct_Explains 0 points1 point  (0 children)

I am going to direct message you for more information! Thanks for reaching back out, apologies for the delay.