Our Tax Software Limitations
Which tax 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).
- Exemption Amount for Taxpayers Housing Midwestern Displaced Individuals (Form 8914).
- 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 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, gambling income, alimony, or taxable income over $100,000. If we are not a good fit for you, we suggest you consider Taxcut Software.
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 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 Software
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.