Our Tax Software Limitations
Which form is right for me?
| Our Tax Software Supports: |
- Tax Form 1040-A which also supports 1040-EZ filers.
- Direct deposit of your tax refund into your checking or savings account.
- Earned Income Credit (Schedule EIC).
- Interest and Dividends (Schedule 1).
- Childcare Expenses (Schedule 2), unless you received childcare benefits from your employer.
- Additional Child Tax Credit (Form 8812).
- Hope and Lifetime Learning Education Credits (Form 8863).
- Deduction for Tuition & Fees (Form 8917).
- Retirement Savings Contribution Credit (Form 8880).
- W2 and 1099-R income.
- 1099-INT & 1099-DIV income, as long as no capital gains are reported.
- Combat Pay: Usually reported on your W2, box 14 as a code "Q". The IRS allows this income to be included when calculating the Earned Income Credit and the Additional Child Tax Credit.
- 1099-G Unemployment Income is supported only if there was no tax withheld and there was no repayment of excess unemployment income.
- Disability income SSA-1099 is supported only if you determine that it is non-taxable using IRS Publication 915.
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The 1040 ("long form") is not supported by our service. Usually you require Form 1040 if you need to itemized deductions, report 1099-Misc (or other self-employment) income, alimony, or taxable income over $100,000.
Our tax software supports most, but not all, 1040A filing situations. Our tax software does not support the following conditions, Forms or Schedules:
- All W2s must have employer addresses in the United States.
- You can not claim more than 4 dependents.
- Childcare benefits from your employer are not supported. This means you can not have an amount reported in Box 10 on a W2.
- IRA and Pension income must be reported on 1099-R and must be fully taxable.
- All income on 1040A, Line 7 must be reported on a W2.
- We do not support special military filing situations (e.g., hazardous duty), other than nontaxable combat pay entered on box 14 of a W2 (as a code "Q").
- Our software does not support Unemployment income (1099-G) if there was tax withheld or there was a repayment of excess unemployment income.
- Disability (See IRS Publication 915).
- Childcare credit is not supported for more than two caregivers or two dependents.
- Returns for deceased person(s) are not supported.
- Schedule 3: Credit for the elderly or the disabled.
- Form 2210: Multiple support declaration.
- Form 8839: Adoption credit.
- Form 8862: EIC after previously disallowed.
- Form 8888: Direct deposit of refund in more than one account.
- Electronic filing of Form Payment for underpayment of taxes.
- You can not owe an underpayment penalty.
We do not e-file state tax returns for you. However, we do help you find ways to e-file your state tax return for free. Our software has some other minor limitations. If you have a question please send us an email
» If we are not a good fit for you, we suggest you consider TaxCut
or Premium + State Taxcut Software
by H&R Block
NOTE: With our service you are preparing you own taxes with the help of our Web-based software. ("self-prepared" tax return). We encourage you to contact a tax professional if you have any particular questions about your tax return.