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2013 Tax Year
Media Guide
TaxACT Overview
TaxACT Free Federal Edition – the most complete free
33 Prepare, print and e-file your federal return free – no restrictions!
33 All e-fileable forms for simple and complex tax situations
33 Start and finish anytime, anywhere – create your TaxACT Online return on a
browser, with the tablet app or with the new mobile app. Sign in and finish
anywhere with the same username and password.
33 Import key data from last year’s return for the fastest start
33 Free answers to all your tax and technical questions in the Answer Center,
online and via email
33 Guaranteed maximum refund the fastest way with e-file & direct deposit
33 Risk-free to try with maximum refund, accuracy & satisfaction guarantees
33 Fast and easy state filing for less than half the price of others
33 Preview Version released early October for calculating taxes & year-end
planning. Final Version with final IRS forms & last-minute tax law changes
available in early January.
2-4
5
Overview
Table of Contents
13 TaxACT Express App
Data Archive Service
Federal Refund Options
Tax Audit Defense
6-7
Free Federal Edition
8-9
Deluxe Federal Edition
10
State 1040 Editions
11
Ultimate Bundle (1040)
12
TaxACT Tablet App
2 | www.taxact.com
14
Return & Refund App
15
Donation Assistant App
16
Business Federal Editions
17
Business State Editions
18
Home & Business Bundles
19
About TaxACT
20
Contact Us
What’s new this year?
33 Coming soon! TaxACT Express — File your simple federal return free
from your smartphone, even if you have dependents or Forms 1099INT, 1099-DIV or 1098-T. Add a State return for just $7.99. Option to
finish and file your return on a browser or our tablet app.
33 Enhanced! TaxACT Life Events — Brand new content to guide you
through the tax implications of life changes. Provides a breakdown of
the tax benefits plus valuable tips throughout the interview.
33 HealthWatch — Personalized report with calculations and guidance
for Affordable Care Act tax law changes. Explains how provisions may
impact your taxes and health insurance in 2014.
33 Enhanced! TaxTutor Guidance — Expert explanations, tips and
hints about a wide range of tax topics, ranging from filing status
and dependents to capital gains and retirement. Now includes
information for 1040NR returns.
33 Business Editions now available as TaxACT Online products — In
addition to download software, 1065, 1120 and 1120S Federal & State
Editions are now available as TaxACT Online products.
33 Accounting Records Import — Import a trial balance report & let
TaxACT transfer the info to the correct lines of your business return.
33 More Business State Editions & e-filing — TaxACT now offers 1065,
1120S and 1120 Editions for 32 states, plus e-filing for 24 states.
33 Coming soon! TaxACT Return & Refund Status app — No matter
how you filed your taxes, get the latest status of your e-filed return
and IRS refund with this free mobile app.
2013 Tax Year Media Guide | 3
1040 Products*
Online or Tablet
Price
E-file
Online or Tablet Free Federal Edition
FREE
1 free Federal
Online or Tablet Deluxe
$12.99
1 free Federal
Online or Tablet State
$14.99
1 free State
Online or Tablet Ultimate Bundle
(Deluxe + State)
$17.99
1 free Federal +
1 free State
Download or CD-ROM#
Price
E-file##
Free Federal Edition
FREE
1 free Federal
Deluxe
$12.99
1 free Federal, up to 4
additional $9.99 each
Deluxe + 5 federal e-files**
$19.99
5 free Federal e-files
State
$14.99 per State
$9.99 per State e-file
$59.99 All States**
Ultimate Bundle (Deluxe + State)
$21.99
1 free Federal, $9.99 per
State, up to 4 additional
Federal $9.99 each
Ultimate Bundle + 5 federal
e-files**
$28.99
5 free Federal e-files,
$9.99 per State e-file
Business Tax Products*
Online or Download#
Price
E-file##
Federal 1065, 1120S or 1120
$44.99 each
1 free Federal
State 1065, 1120S or 1120
$19.99 per State
$59.99 All States**
Free State
Home & Business Bundle**
(1 Business Federal Edition,
Deluxe 1040 & State 1040)
$59.99 each
1 free 1040 Federal +
1 free Business Federal +
$9.99 per 1040 State
* All prices and product features subject to change without notice **Download only
# CD-ROM available for S&H fee ## E-file fees do not apply to NY State returns
4 | www.taxact.com
Data Archive Service (DAS)
$6.99 – $13.99 – Online products only
Price based on product & purchase date
Access 2013 taxes until 2017. Getting a copy of your tax return from the
IRS involves completing a form and paying $50. TaxACT DAS gives you full,
unlimited online access to your tax return for up to 3 years after the tax filing
deadline. Finish an existing return, print a backup copy, plan for next year’s
taxes and more.
Federal Refund Options
• Free e-file with direct deposit for the
fastest refund possible.
• Online Deluxe, State and Bundle users
can pay for their TaxACT product by
deducting the amount from their refund.
• Online and desktop users can receive
their refund on a TaxACT PayPower™ Visa® Prepaid Card (debit card).
• Use all or part of a refund to purchase U.S. Savings Bonds in increments of $50.
Tax Audit Defense
$39.99
Price does not include TaxACT fees, price increases after April 15
TaxACT has partnered with Tax Audit Defense to offer full-service audit
representation for 1040 returns. Tax Audit Defense covers you for as long as
your return can be audited - state and amended returns included. Experts
guide you through the audit process, no matter how long it takes, and handle
all audit correspondence. Tax Audit Defense will also negotiate with agencies
on your behalf to minimize any financial impact the audit may have.
2013 Tax Year Media Guide | 5
FREE Federal Edition
Free federal tax filing for everyone - no restrictions!
All e-fileable forms. Prepare, print & e-file free.
Free – Online, Tablet & Desktop*
Key Features
Forms & guidance for simple & complex returns — All e-fileable forms,
including 1040, 1040A,and 1040EZ, and Schedules A, C, D, E, and F. Answer
easy questions while TaxACT completes the forms for you.
Free e-file + direct deposit — For your guaranteed max refund the fastest
way possible
PDF Import — Switching to TaxACT doesn’t mean starting from scratch!
Import from a PDF of last year’s TurboTax® or H&R Block At Home® return.
Fast data entry tools for W-2, 1099 & 4562 data — Use quick entry methods
or enter data directly into tax forms
Stock Assistant — Enter investment data fast and view a summary
Answer Center — Personalized, in depth tax & technical help every step of
the way in TaxACT
TaxACT TaxPayer Support® — Free, one-on-one help via e-mail (unlimited
phone support for 2013 tax year available for one-time fee of $7.99)
Audit Assistant — Guides you through the process if you happen to be
audited by the IRS
College Financial Aid Worksheet — All the tax information you need for the
FAFSA in one printable document
6 | www.taxact.com
* CD-ROM available for S&H fee
New! HealthWatch — Personalized report with calculations & guidance for
Affordable Care Act tax law changes. Explains how the changes may impact
your taxes & health insurance for 2014.
TaxACT Guarantees — Maximum Refund Pledge, Accuracy Guarantee,
Satisfaction Guarantee (Online & Tablet) & Money-Back Guarantee (Desktop)
Enhanced! TaxACT Life Events — Brand new content to guide you through
the tax implications of life changes & help maximize your tax savings. Your
choice of one event plus Financial Hard Times.
Examiner Series — Summaries of your Credits, Deductions, Income and
Taxes with easy navigation back to specific topics
TaxACT Alerts — Warns you of errors, omissions and tax-saving
opportunities you may have missed
Bookmarks — Add notes & easily return to selected interview questions later
Loan & Savings Calculators — Estimate payments and future values based
on amounts, interest rates and time period
Glossary — Nearly 300 linked tax terms throughout the interview
My Forms — Go directly to forms in your desktop return quickly and easily
2013 Tax Year Media Guide | 7
Deluxe Federal Edition
Recommended for last year’s TaxACT users and
those seeking extra tax help and tools. Includes
everything in Free Federal Edition, plus all the time
and money-saving features below.
$12.99 – Online, Tablet & Desktop*
Key Features
$19.99 – Desktop Deluxe + 5 federal e-files*
New for 2013
TaxACT Import — Save time and reduce errors by importing essential data
from last year’s TaxACT return
Stock Import — Import stock transactions directly from GainsKeeper®, TD
Ameritrade™, ShareBuilder®, Form8949.com or a Comma Separated Values
(CSV) file provided by your brokerage
Fast W-2 Entry — Import from select employers or use quick entry method
Schedule K-1 Import — Import Schedule K-1 data from TaxACT 1065 or
1120S into your Deluxe 1040 return
Donation Assistant® — Maximize your deduction for non-cash charitable
contributions with audit-backed values for more than 1,300 items
Forms Preview — View PDFs of tax forms as you complete the interview
upon product payment
TaxACT Online Price Lock Guarantee — You’re guaranteed the product price
advertised in the offer through which you fully registered, regardless of when
you file
E-file Savings for Desktop Users — Deluxe includes 1 free federal e-file & the
option to e-file up to 4 additional federal returns for $9.99 each. Save nearly
$33 by purchasing Deluxe + 5 federal e-files for $19.99.
8 | www.taxact.com
* CD-ROM available for S&H fee
Enhanced! TaxACT Life Events — Brand new content to guide you through
tax implications of life changes to help maximize your tax savings. Unlimited
access to all events plus valuable tips throughout the interview.
Tax Document Import — Save digital copies of your tax forms, receipts
and photos with your Deluxe return. Import images from your computer or
DocVault, TaxACT’s free app for organizing and saving tax documents.
Enhanced! TaxACT TaxTutor Guidance — Easy-to-understand tax
explanations, tips and hints written by TaxACT CPAs and accountants,
tailored to each interview question. Now includes 1040NR information.
Tax Calculator — Perform what-if scenarios without adjusting actual
numbers on your return to see the impact of adjustments on your 2013, 2014
and 2015 federal returns
National Averages Comparison — Compare your taxes to the average U.S.
citizen to identify “hot spots” the IRS may notice
Capital Gains & Depreciation Summaries — Reconcile with your brokerage
statement and view depreciation & disposal assets for current & future years
TaxWatch 2014 — Strategies and tips to lower next year’s taxes
Married Filing Joint vs. Separate Report — See how filing separately or
jointly changes your tax obligation
2013 Tax Year Media Guide | 9
State Edition
One of the most affordable State tax solutions!
Available for all 42 income-taxing states, NH & TN.
TaxACT automatically transfers Federal data into State
forms so you can finish your state return in minutes.
$14.99 per State – Online, Tablet & Desktop*
$59.99 All States – Desktop only*
Key Features
Free Online e-file + direct deposit for the fastest refund — Available for all
states that accept e-filed returns (Desktop users can print free or e-file for
$9.99 per return, fee does not apply to NY State returns)
File your State return in minutes — As you complete the Federal interview,
TaxACT enters the data into your State forms. Just answer a few questions
and your state taxes are done!
All part-year & non-resident states — TaxACT makes it easy to file a partyear or non-resident return if you lived in multiple states this year or work in
one state but live in another. Each State sold separately.
Answer Center — In-depth personalized tax and TaxACT program help every
step of the way
TaxACT TaxPayer Support — Free, one-on-one help via e-mail
Forms preview — Fast, as-you-go access to forms as PDFs upon payment
My Forms — Go directly to forms in your desktop return quickly and easily
Bookmarks — Add notes & easily return to selected interview questions later
10 | www.taxact.com
* CD-ROM available for S&H fee
Ultimate Bundle (Deluxe + State)
TaxACT’s best value with everything you need to
prepare and print your Federal and State 1040 returns.
$17.99 – Online & Tablet
$21.99 – Desktop*
$28.99 – Desktop + 5 federal e-files*
Additional States $14.99 each
Online Ultimate Bundle includes:
TaxACT Deluxe + one State Edition of your choice
One free Federal e-file
One free State e-file
Desktop Ultimate Bundle includes:
TaxACT Deluxe + one State Edition of your choice
One free Federal e-file — e-file up to 4 more Federal returns for $9.99 each
Desktop State e-file just $9.99 each (fee does not apply to NY State returns)
Prepare and print unlimited returns
E-file Savings for Desktop Users — Ultimate Bundle includes 1 free federal
e-file & the option to e-file up to 4 additional federal returns for $9.99 each.
Maximize your savings with Ultimate Bundle + 5 federal e-files for $28.99.
* CD-ROM available for S&H fee
2013 Tax Year Media Guide | 11
FREE
!
TaxACT Tablet App for iPad® & Android™
Get your biggest guaranteed refund anytime, anywhere
Convenient and secure. Whether you start your 1040 return through the
tablet app or on the web at taxact.com, you can finish and e-file in either
location anytime, anywhere with the same username & password.
Guaranteed x 3. Your federal return is backed by TaxACT’s maximum
refund, accuracy and satisfaction guarantees.
Covers simple AND complex returns. TaxACT includes step-by-step
guidance and all e-fileable forms for simple and complicated tax situations.
Your guaranteed maximum refund the fastest way possible. E-file your
federal return and choose direct deposit for the fastest possible refund.
Help when you need it. Get free, unlimited help online, in the Answer
Center and directly from our TaxPayer Support Specialists via email.
12 | www.TaxACT.com
FREE
!
Coming soon!
TaxACT Express™ for iPhone® &Android
File your taxes fast and easy from your smartphone
Free Federal filing. Guidance and forms for simple returns, even if you have
dependents or Forms 1099-INT, 1099-DIV or 1098-T. Add a State return for just
$7.99. Start, stop & finish at any time on any device - mobile, tablet or desktop with universal sign in.
Easy. TaxACT Express walks you step by step through your return, determining
which documents you have received and entering the data into the appropriate
forms for you.
Fast. Take pictures of your W-2s and TaxACT Express will extract the data
automatically. Finish in minutes, and get your guaranteed max federal refund
the fastest way possible with free e-file and direct deposit.
2013 Tax Year Media Guide | 13
FREE
!
Coming soon!
Tax Refund Status by TaxACT
Anytime, anywhere status of your e-filed return and
IRS refund - no matter how you filed your taxes
Easy, fast and secure. Enter a few pieces of basic info and we’ll tell you if
your federal and state returns have been accepted in seconds.
Getting a federal refund? After the IRS has accepted your return, use
TaxACT Return and Refund Status to track when you’ll receive your refund.
For everyone. Tax Refund Status is for everyone, not just TaxACT users!
14 | www.TaxACT.com
FREE
!
Coming soon!
Donation Assistant™ by TaxACT
TaxACT’s free smartphone app makes it easy and fast to
track and document your donations throughout the year
and maximize your deduction at tax time.
Securely track your donations year-round – whether you donate
donations of cash, clothing, household items or mileage, use the app to
document and track them anytime, anywhere
Save receipts and photos – take a photo of your donation and receipt to
save with the donation entry
Provides audit-backed values for donations of clothing and household
items – get fair market values for more than 1,300 items to help maximize
your deduction
At tax time, import your Donation Assistant app information into TaxACT
2014 Deluxe, and the program will calculate your deduction to help guide
you to your guaranteed maximum refund.
15 | www.TaxACT.com
Business Federal Editions
1065, 1120S and 1120 Editions
TaxACT walks you through your partnership,
S corporation or C corporation return.
Key Features
$44.99 each – Online & Desktop*
New for 2013
New! Now available as TaxACT Online — In addition to download software,
1065, 1120 and 1120S Editions are now available as TaxACT Online products
Easy guidance from start to finish — As you answer easy questions, TaxACT
completes your tax forms. TaxACT Alerts checks for errors, omissions &
missed savings. Free IRS e-file & notification when your return is processed.
Automatic partner/shareholder allocation — 1065 & 1120S Schedule K-1
items automatically allocate & update as business income, deductions &
credits change
New! Accounting Records Import — Import a trial balance report & let
TaxACT transfer the info to the correct lines of your business return
TaxACT TaxPayer Support — Unlimited free tax help via e-mail and phone
Schedule K-1 Deluxe Import — Import Schedule K-1 data from your 1065 or
1120S return into your TaxACT Deluxe 1040 return
Fast data entry — Enter M-3, 4562, K-1 & Schedule L data directly into forms
or use quick entry methods
Depreciation reports — Sort and print depreciable assets, quoting
depreciation for current & next year and fiscal & short year
Investment data tools — Import stock transactions directly from
GainsKeeper®, TD Ameritrade™, ShareBuilder®, Form8949.com or a Comma
Separated Values (CSV) file provided by your brokerage. Or use Stock
Assistant for fast entry.
* CD-ROM available for S&H fee
2013 Tax Year Media Guide | 16
Business State Editions
State 1065, 1120S and 1120 Editions
Seamlessly integrates with TaxACT Federal Business
Editions to prepare and print a State Business return
quickly and easily.
$19.99 each* – Online & Desktop
$59.99 All States* – Desktop only
New for 2013
Key Features
Complete your State return in minutes — TaxACT automatically completes
your state forms as you complete the Federal interview. Just answer a few
questions and your state taxes are done!
1065 and 1120S Editions — AL, AR, AZ, CA, CT, CO, FL, GA, IA, IL, IN, KS, KY,
LA, MA, MD, MN, MO, MS, NC, NJ, NY (incl. NYC**), OH, OK, OR, PA, SC, TN, TX,
UT, VA & WI
1120 Editions — AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD,
MI, MN, MO, MS, NC, NJ, NY (incl. NYC**), OK, OR, PA, SC, TN, TX, UT, VA & WI
TaxACT TaxPayer Support — Unlimited free tax help via e-mail and phone
Bookmarks — Add notes & easily return to selected interview questions later
Free e-file — Available for AL, AR, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MI
(1120), MN, MS, NJ (1120S & 1120), NY (incl. NYC), OK, OR, PA, TN, UT, VA & WI
Please note: Florida, Louisiana & Oklahoma do not accept e-filed 1065 returns.
My Forms — Go to forms in your desktop return quickly and easily
17 | www.taxact.com
* CD-ROM available for S&H fee
** See Web site for a complete list of city forms
Home & Business Bundle
Need to file personal and business tax returns?
Maximize your savings by purchasing a Home &
Business Bundle!
$59.99* – Desktop only
Additional States $19.99 each*
Includes
Your choice of TaxACT Business 1065, 1120 or 1120S Federal Edition
TaxACT Deluxe (for your Federal 1040 return)
TaxACT State (for your State 1040 return)
One free Federal 1040 e-file
One free Federal Business e-file
State 1040 e-file for just $9.99 (fee does not apply to NY returns)
Add TaxACT Business 1065, 1120 or 1120S State Editions for just $19.99 each
* CD-ROM available for S&H fee
2013 Tax Year Media Guide | 18
About TaxACT, Inc.
TaxACT is the critically acclaimed
leader of affordable digital, mobile
and download tax preparation
solutions for consumers, business
owners and tax professionals. Since
2000, TaxACT Online has assisted
with more than 45 million e-filed
Federal returns.
the makers of TurboTax, acquired
Parsons Technology and Personal
Tax Edge, their next closest
competitor. By 1997, Personal Tax
Edge was gone, which inspired the
founders - all of whom had worked
on the Personal Tax Edge product to create TaxACT.
In the 2005 tax season, TaxACT
became the first to offer free
Federal tax software and free e-file
to all American taxpayers.
In January 2012, TaxACT was
acquired by Blucora, Inc.™
[NASDAQ: BCOR], then InfoSpace.
In addition to TaxACT, Blucora
operates two businesses InfoSpace, a leading provider
of white label search and
monetization solutions, and
Monoprice, an eCommerce leader
specializing in high quality cables,
components and accessories
for computer and consumer
electronics.
TaxACT offers year-round digital
and mobile tax preparation
solutions. Preview Versions are
released in early October, with
Final Versions released in early
January.
TaxACT, then 2nd Story Software,
was founded in 1998, created
from the ashes of a product called
Personal Tax Edge marketed by
Parsons Technology. In 1994, Intuit,
19 | www.taxact.com
Contact Us
www.taxact.com
TaxACT
1425 60th St. NE, Suite 300
Cedar Rapids, IA 52402
Jessi Dolmage
Public Relations
(319) 373-3600
[email protected]
Press Center
www.taxact.com/press
Mobile apps
www.taxact.com/apps
TaxACT website about health care healthcareact.com
reform’s impact on taxes
TaxACT Blog
blog.taxact.com
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www.twitter.com/taxact
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For TaxACT System Requirements, please visit our Web site.
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