Desktop support
Setup, return preparation and troubleshooting for the desktop tax software.
14 sections · 339 articles
General FAQ
56 articles1040 Main Menu Layout & Navigation
1040-NR Diagnostic Error - Dependent Exemptions Cannot be Claimed on the Return
Acceptance Agent Information
Backing Up / Recalling Extensions
Bank Products for State Tax Refunds
Can I Print a PDF Attached to A Tax Return?
Personal Information Menu
6 articlesHow to Enter a Foreign Telephone Number
How does serving in a combat zone affect a taxpayer's return?
Setting the Print Date on Federal and State Individual Returns
Personal Information Menu
How to Switch Primary and Secondary Taxpayers on a MFJ Return
Head of Household Filing Status
Income Menu
66 articlesState and Local Income Tax Refund Worksheet shows no calculation
How do I Recapture Depreciation?
Schedule C - Nowhere to Enter Actual Expenses
Employer Paid Dependent Care Benefits
Schedule E Line 27
Entering Dividends and Interest Directly on Form 1040
Adjustments Menu
12 articlesOther Adjustments - 2021 and forward
Other Adjustments - 2020 and prior
Where Do I Report Contributions to a Roth IRA?
Prior to 2021: Form 8917 - Tuition and Fees Deduction
Deductible Attorney Fees
Form 8606 - Roth IRA Distributions
Deductions / Itemized Deductions
16 articlesSchedule 1-A Additional Deductions
Claiming Expenses for Hosting an Exchange Student
Charitable Contributions if Standard Deduction Taken
Deductions Menu - 2021 and forward
Schedule A - Itemized Deductions Menu
QBID in a Trust or Estate return (Form 1041)
Tax Computation Menu
4 articlesForm 8978 - Partner's Additional Reporting Year Tax
Form 8814 - Parents' Election to Report Child's Interest and Dividends
Form 8615 - Kiddie Tax
Tax Computation Menu
Credits Menu
26 articlesForm 8978 - Partner's Additional Reporting Year Tax
Employer Paid Dependent Care Benefits
IRS Form 7218 - Clean Fuel Production Credit
IRS Form 7211 - Clean Electricity Production Credit
Form 8936 - Clean Vehicle Credit
Form 8864, Biodiesel, Renewable Diesel, or Sustainable Aviation Fuels Credit
Other Taxes Menu
31 articlesForm 1040-NR - Reporting gambling winnings and losses
Other Taxes and Recaptures - Net Investment Tax - 8960 - Tax Years 2020 and prior
Other Taxes and Recaptures - Additional Medicare Tax - 8959 - Tax Years 2020 and prior
Other Taxes and Recaptures - Long-Term Contracts Look-Back Method Interest Computation - 8697 - Tax Years 2020 and prior
Other Taxes and Recaptures - Interest Computation Under the Look-Back Method - 8866 - Tax Years 2020 and prior
Other Taxes and Recaptures - Recapture of Plug-In Electric Drive Motor Vehicle - 8936 - Tax Years 2020 and prior
Miscellaneous Forms Menu
32 articlesForm 4547, Trump Account Election(s)
How to Amend Form 1040 to Form 1040-NR
Why don't I see the spouse in the MFJ vs. MFS Comparison?
2020 and prior: Form 965 - Deferred Foreign Income
Miscellaneous Forms Menu
Form 1310 - Claiming Refund Due a Deceased Taxpayer
Payments, Estimates & EIC
31 articlesAdditional Due Diligence Documentation
Farmers Underpayment of Tax (2210-F)
Other State Withholding
Other Federal Withholding
Federal Tax Paid on Fuels Credit (4136)
Estimated Payments from K-1
E-File
15 articlesMichigan E-file Block for Dividend/Interest/Capital Gains Deduction
Can an Amended Return be Direct Deposited?
How Do I Select a Bank Product in a Tax Return?
Diagnostic Error For Tax Withheld Greater Than Wages
Can you e-file a state return if you didn't e-file the federal return?
How do I get a printed copy of the State Acknowledgement?
Configuration
32 articlesMulti-Factor Authentication (MFA)
How to print Form W-7 in Spanish
Printing The Fees in Configuration
How to change the program color
Filing Status Fees
Invalid EFIN Validation Code