Individual Income Tax

2016 Approved Software Products

Software products that have been approved for Fed/State electronic filing

Click on each product name for additional details including software limitations and contact information.

Professional

Advanced Tax Solutions, LLC (MyTaxPrepOffice.com)

Official Company Name: Advanced Tax Solutions, LLC
Product Name: MyTaxPrepOffice.com
Mailing Address: 1603 Capitol Ave. Suite 310 A254, Cheyenne, WY 82001
Helpline: 307-222-6858
Website Address: www.MyTaxPrepOffice.com

Limitations

  • No foreign phone number
  • No partial direct debits
  • No PDF attachments

CCH Incorporated (CCH ProSystem fx)

Official Company Name: CCH Incorporated 
Product Name: CCH ProSystem fx  
Mailing Address: 9111 E Douglas, Suite 300, Wichita, KS 67207  
Helpline: 800-739-9998  
Website Address: www.cchgroup.com

Limitations  

  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No IT 10
  • No amended Returns
  • No State 1099-B or 1099-K

CCH Small Firm Services (ATX)

Official Company Name: CCH Small Firm Services 
Product Name: ATX
Mailing Address: 225 Chastain Meadows Parkway, Suite 200, Kennesaw, GA 30144
Helpline: 866-345-4172
Website Address: https://www.cchsfs.com/

Limitations

  • No fiscal year filers
  • No amended returns
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • Primary and spouse information must be the same on the IT 10
  • No State 1099-B, 1099-K or 1099-OID
  • Direct deposit into checking or savings accounts only (no IRA or 529 accounts)
  • No State Distribution amounts on 1099-G, 1099-DIV or 1099-INT

CCH Small Firm Services (TaxWise)

Official Company Name: CCH Small Firm Services
Product Name: TaxWise
Mailing Address: 225 Chastain Meadows Ct, Suite 200, Kennesaw, GA 30144
Helpline: 1-866-641-9473
Website Address: https://www.cchsfs.com/

Limitations

  • No foreign preparer address/phone number
  • No stand-alone SD 100 return (must be filed with IT 1040)
  • SD 100 must be included with submission of IT 1040 if taxpayer lives in a taxing school district
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-INT, 1099-K or 1099-OID
  • No PDF attachments
  • No amended returns

CS Professional Suite (UltraTax CS)

Official Company Name: CS Professional Suite
Product Name: UltraTax CS
Mailing Address: 6300 Interfirst Dr, Ann Arbor, MI 48109-9130
Helpline: 800-968-0600
Website Address: https://tax.thomsonreuters.com/cs-professional-suite/ultratax-cs/

Limitations

  • Each return type (IT 1040, SD 100 & IT 10) will be sent in a separate submission.
  • No State 1099-K
  • No foreign phone number

Drake Enterprises (Drake Software)

Official Company Name: Drake Enterprises (Drake Software)
Product Name: Drake Software 2016
Mailing Address: 235 East Palmer Street, Franklin, NC 28734
Helpline: 828-524-8020
Website Address: www.Drakesoftware.com

Limitations

  • No foreign phone numbers
  • No stand-alone SD 100 (must be filed with IT 1040)
  • No IT 10

HRB Development LLC (BlockWorks)

Official Company Name: HRB Development LLC
Product Name: BlockWorks
Mailing Address: 545 Metro Place South, Ste 350, Dublin, OH 43017
Helpline: 800-472-5625
Website Address: www.hrblock.com

Limitations

  • H&R Block paid-preparers only
  • No multiple direct deposits
  • Direct deposit to checking and savings accounts only (no IRA or 529 accounts)
  • No partial direct debits
  • No $0 Federal adjusted gross income
  • No job retention credit
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No IT 10
  • No state 1099-K or 1099-OID
  • No PDF attachments
  • No amended returns

Intuit Inc. (Lacerte)

Official Company Name: Intuit Inc.
Product Name: Lacerte
Mailing Address: 5601 Headquarters Drive, Plano, TX 75024
Helpline: 1-800-933-9999
Website Address: https://proconnect.intuit.com/lacerte

Limitations

  • No multiple direct deposits
  • Direct deposit into a checking or savings account only (no IRA or 529 account)
  • SD 100 direct deposit/debit must be the same account as used for the IT 1040 direct deposit/debit
  • No foreign phone numbers
  • No K-1 information for Pass-through entity credit or Financial institutions tax credit
  • No stand alone SD 100 (must be filed with IT 1040)
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-K or 1099-OID
  • No amended returns

Intuit Inc. (ProSeries)

Official Company Name: Intuit Inc.
Product Name: ProSeries
Mailing Address: 7535 Torrey Santa Fe Rd., San Diego, CA 92129
Helpline: http://accountants.intuit.com/support/index.jsp?product=proseries
Website Address: http://accountants.intuit.com/tax/proseries/

Limitations

  • No multiple direct deposits
  • Direct deposit into a checking or savings account only (no IRA or 529 accounts)
  • No partial direct debits
  • No K-1 information for Pass-through entity credit or Financial institutions tax credit
  • No amended returns
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No amended returns
  • No state 1099-B or 1099-K
  • No foreign phone numbers
  • No payer/recipient address, state distribution amount, payer federal ID number, on 1099-DIV
  • No state distribution amount on 1099-OID

Intuit Inc. (ProConnect)

Official Company Name: Intuit Inc.
Product Name: ProConnect Tax Online
Mailing Address: 5601 Headquarters Drive, Plano, TX 75024
Helpline: 1-800-933-9999
Website Address: https://proconnect.intuit.com/tax-online/

Limitations

  • No multiple direct deposits
  • Direct deposit into a checking or savings account only (no IRA or 529 account)
  • SD 100 direct deposit/debit must be the same account as used for the IT 1040 direct deposit/debit
  • No foreign phone numbers
  • No K-1 information for Pass-through entity credit or Financial institutions tax credit
  • No stand alone SD 100 (must be filed with IT 1040)
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-K or 1099-OID
  • No amended returns

Jackson Hewitt Technology Services, LLC (ProFiler)

Official Company Name: Jackson Hewitt Technology Services, LLC
Product Name: ProFiler
Mailing Address: 301 N Cattlemen Rd., Ste 300, Sarasota, FL 34232
Helpline: 800-668-8264
Website Address: www.JacksonHewitt.com

Limitations

  • No self-prepared returns
  • No non-paid preparer returns
  • No foreign paid preparer returns
  • Direct deposit into a checking or savings account only (no IRA or 529 account)
  • No multiple direct deposits
  • SD 100 direct deposit must be same account as IT 1040 direct deposit
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No IT 10
  • No State 1099-B or 1099-K
  • No state distribution amount on 1099-DIV, 1099-INT or 1099-OID
  • No amended returns

Liberty Tax Service Software, Inc. (LibTax)

Official Company Name: LTS Software, Inc. (Liberty Tax Service)
Product Name: LibTax
Mailing Address: 1716 Corporate Landing Pkwy, Virginia Beach, VA 23454
Helpline: 866-871-1040
Website Address: https://www.libertytax.com/

Limitations

  • No non-paid preparers
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account only (no IRA or 529 accounts)
  • No preparer foreign address
  • No foreign phone numbers
  • No stand-alone SD 100 (must be filed with IT 1040)
  • No PDF attachments
  • No amended returns
  • No $0 Federal adjusted gross income
  • No partial direct debit

On-Line Taxes, Inc. (OLTPro Desktop)

Official Company Name: On-Line Taxes, Inc.
Product Name: OLTPro Desktop
Mailing Address: 724 Jules Street, Saint Joseph, MO 64501
Helpline: 877-658-4776
Website Address: www.OLTPRO.com

Limitations

  • No self-prepared returns
  • No non-paid preparer returns

On-Line Taxes, Inc. (OLTPro Web)

Official Company Name: On-Line Taxes, Inc.
Product Name: OLTPro Web
Mailing Address: 724 Jules Street, Saint Joseph, MO 64501
Helpline: 877-658-4776
Website Address: www.OLTPRO.com

Limitations

  • No self-prepared returns
  • No non-paid preparer returns

PDP Tax Service (ELECTRO - 1040)

Official Company Name: PDP Tax Service
Product Name: ELECTRO - 1040
Mailing Address: 5510 Pearl Rd Ste 303, Parma, OH 44129
Helpline: 440-842-1231
Website Address: www.pdptax.com

Limitations

  • No non-paid preparer returns
  • No foreign paid preparer returns
  • IT 10 - limited to 5 filing reasons (check boxes) total for taxpayer and spouse
  • No State 1099-B, 1099-G, 1099-INT, 1099-K, 1099-MISC or 1099-OID
  • No PDF attachments

Petz Enterprises, Inc. (Crosslink)

Taluy California Corporation (FileYourTaxes.com) (ProTaxPro.com)

Official Company Name: Taluy California Corporation (FileYourTaxes.com)
Product Name: ProTaxPro.com
Mailing Address: P.O. Box 7657, Oxnard, CA 93031
Helpline: 805-256-1791
Website Address: http://www.protaxpro.com

Limitations

  • Paid preparers only
  • Taxpayer and spouse must have same residency status
  • No multiple direct deposits
  • Direct deposit into a checking or savings account only (no IRA or 529 account)
  • No direct debit/deposit for SD 100
  • The following items are not supported on the IT 1040:
    • Adjustment for IRC sections 168(k) and 179 (add-back or deduction)
    • Lump Sum Distribution Credit
    • Lump Sum Retirement Credit
    • K-1 information for Pass-through entity credit or financial institutions tax credit
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-INT, 1099-K or 1099-OID
  • No PDF attachments
  • No amended returns

TaxAct, Inc. (TaxAct Professional)

Official Company Name: TaxAct, Inc.
Product Name: TaxAct Professional
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA 52402
Helpline: 319-373-3600
Website Address: www.taxact.com

Limitations

  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No stand-alone IT 10 (must be filed by paper)
  • No partial debit payment amounts
  • No state distribution amounts for 1099-B, 1099-DIV, 1099-G, 1099-INT, 1099-K or 1099-OID

TaxHawk, Inc. (TaxHawk.com, FreeTaxUSA.com, Express1040.com)

Official Company Name: TaxHawk, Inc.
Product Name: TaxHawk.com, FreeTaxUSA.com, Express1040.com
Mailing Address: 1344 East 1120 South, Provo, UT 84606
Helpline: support@taxhawk.com support@freetaxusa.com support@express1040.com
Website Address: www.taxhawk.com www.freetaxusa.com www.express1040.com

Limitations

  • All returns will be filed with paid preparers
  • No "In Care Of" address
  • No multiple direct deposits
  • Direct deposits into checking or savings accounts only (no IRA or 529 accounts)
  • No foreign phone numbers
  • Primary taxpayer and spouse may not have different residency statuses
  • The following items are not supported on the IT 1040:
    • Schedule A:
      • Certain pass-through entity taxes paid
      • Taxable federal interest/dividends add-back
      • Lump sum distribution add-back
      • Wage expense deduction
      • Federal interest and dividends deduction
    • Refundable credits
    • Amended returns
  • The following items are not supported on the SD 100:
    • Stand-alone SD 100 (must be filed with the IT 1040)
    • Separate account for SD 100 direct deposit or direct debit
    • Direct deposit or debit without a direct deposit or debit on the IT 1040
    • Amended return
  • No IT 10
  • No state tax withheld on state 1099-B
  • No payer's identification number or address on state 1099-DIV, 1099-INT or 1099-OID
  • No payer's address on state 1099-G
  • No state distribution amount on state 1099-DIV, 1099-G, 1099-INT or 1099-OID
  • No state 1099-K
  • No PDF attachments

TaxLync LLC (TaxLync)

Official Company Name: TaxLync LLC
Product Name: TaxLync
Mailing Address: 1630 S Church St, STE 207, Murfreesboro, TN 37130
Helpline: 1-866-703-1040
Website Address: www.taxlync.us

Limitations

  • No foreign phone number
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account only (no IRA or 529 accounts)
  • No partial payment debit amounts
  • No preparer foreign address
  • No SD 100 with IT 10 submissions (both must be filed as stand alone)
  • No state 1099-B, 1099-K or 1099-OID
  • No PDF attachments
  • No amended returns

TaxSlayer (TaxSlayer Pro)

Official Company Name: TaxSlayer
Product Name: TaxSlayer Pro
Mailing Address: 3003 Allen Drive, Evans, GA 30809
Helpline: 706-868-0985
Website Address: www.taxslayerpro.com

Limitations

  • No foreign phone number
  • No partial direct debits
  • No multiple direct deposits
  • Direct deposit into checking or savings account (no IRA or 529 account)
  • No stand-alone SD 100 return (must be filed with the IT 1040)
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-INT, 1099-K or 1099-OID

Taxware Systems, Inc. (Wintax)

Official Company Name: Taxware Systems, Inc.
Product Name: Wintax
Mailing Address: 924 W 9th St., Upland, CA 91786
Helpline: 800-877-1065
Website Address: www.taxwaresystems.com

Limitations

  • No nonpaid preparer returns
  • No foreign preparer address or phone number
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account only (no IRA or 529 accounts)
  • No 1099-B, 1099-DIV, 1099-INT, 1099-K or 1099-OID

Thomson Reuters (GoSystem/ONESOURCE)

Official Company Name: Thomson Reuters
Product Name: GoSystem/ONESOURCE
Mailing Address: 2395 Midway Rd, Carrollton, TX 75006
Helpline: 800-968-8900
Website Address: https://cs.thomsonreuters.com/gosystem/

Limitations

  • No non-paid preparer returns
  • No stand-alone SD 100 (must be filed with IT 1040)
  • No IT 10

Online

Credit Karma Tax, Inc. (Credit Karma Tax)

Official Company Name: Credit Karma Tax, Inc.
Product Name: Credit Karma Tax
Mailing Address: 760 Market Street, San Francisco, CA 94102
Website Address: www.creditkarma.com/tax

Limitations

  • All returns will be self-prepared
  • No amended returns
  • No non-residents or part-year residents
  • No multiple direct deposits
  • Deposits into checking or savings accounts only (no IRA or 529 accounts)
  • No partial direct debits
  • No K-1 information for Pass-through entity credit or Financial Institutions Tax (FIT) credit
  • No IT 10
  • No 1099-B, 1099-K or 1099-OID

Drake Software (1040.com)

Official Company Name: Drake Software (1040.com)
Product Name: 1040.com
Mailing Address: 235 E. Palmer St, Franklin, NC 28734
Helpline: 828-524-8020
Website Address: www.1040.com

Limitations

  • All returns are self-prepared
  • No foreign phone numbers
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No IT 10
  • No amended returns

E File Tax Returns, Inc. (MAXBACK)

Official Company Name: E File Tax Returns, Inc.
Product Name: MAXBACK
Mailing Address: 50 West Liberty Street, Ste 880, Reno, NV 89501
Website Address: http://e-file-tax-returns.org/

Limitations

  • No "In Care Of" name/address
  • All returns are self-prepared
  • No home address
  • No part-year or non-resident returns
  • No foreign addresses
  • No foreign phone numbers
  • No multiple direct deposits
  • Direct deposits to checking or savings accounts only (no IRA or 529 accounts)
  • No partial direct debits
  • No amended returns
  • The following items are not supported on the IT 1040:
    • Federal Adjusted Gross Income of $0
    • Taxable business income
    • Credit carryforward to 2017
    • Form IT-BUS
    • Schedule A adjustments:
      • Certain Ohio pass-through entity and financial institutions taxes paid and ORC section 5733.40(A) pass-through entity adjustments
      • Adjustment for IRC sections 168(k) and 179 depreciation expense addition and deduction
      • Federal interest and dividends subject to state taxation
      • Miscellaneous federal income tax additions and deductions
      • Business income deduction
      • Employee compensation earned in Ohio by full-year residents of neighboring states
      • Repayment of income reported in a prior year
      • Wage expense not deducted due to the targeted jobs or work opportunity credit
      • Military pay for Ohio residents stationed outside of Ohio
      • Certain income earned by military nonresidents and civilian nonresident spouses
      • Uniformed services retirement income and military injury relief fund amounts
      • Pell/Ohio College Opportunity taxable grant amounts used to pay room and board
      • Amounts contributed to an individual development account
      • Amounts contributed to STABLE account, Ohio's ABLE plan
      • Qualified organ donor expenses
    • Schedule of Credits:
      • Lump sum distribution credit
      • Lump sum retirement credit
      • Ohio political contributions credit
      • Adoption credit
      • Non-refundable business credits
      • Nonresident/part-year resident credit
      • Resident credit
      • Refundable credits
  • The following items are not supported on the SD 100:
    • Installment payments
    • Direct deposit or debit
    • Credit carryforward to 2017
    • Business income deduction add-back
    • Depreciation expense adjustment
    • Non-resident income
  • No IT 10
  • No K-1
  • No 1099-K or 1099-OID
  • No state withholding for 1099-B or 1099-DIV

ezTaxReturn.com, LLC (ezTaxReturn.com)

Official Company Name: ezTaxReturn.com, LLC
Product Name: ezTaxReturn.com
Mailing Address: 100 Ring Road West, Garden City, NY 11530
Website Address: www.eztaxreturn.com

Limitations

  • All returns are self-prepared
  • No amended returns
  • No deceased taxpayer or spouse
  • No foreign address
  • No "In Care Of" name/address
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account (no IRA or 529 account)
  • The following items are not supported on the IT 1040:
    • Part-year or non-residents
    • $0 Federal adjusted gross income
    • Adoption credit
    • Refundable credits
    • Ohio Schedule A adjustments
      • Certain pass-through entity taxes paid
      • Federal interest and dividends subject to state taxation
      • Reimbursement of college tuition expenses and fees deducted in any previous year(s) and non education expenditures from a college savings account
      • Losses from the sale or disposition of Ohio public obligations
      • Nonmedical withdrawals from a medical savings account
      • Reimbursement of expenses previously deducted for Ohio income tax purposes
      • Lump sum distribution add-back and miscellaneous federal income tax adjustments
      • Adjustment for Internal Revenue Code sections 168(k) and 179 depreciation expenses (addition and deduction)
      • Employee compensation earned in Ohio by full-year residents of neighboring states
      • Certain income earned by military non-residents and civilian non-resident spouses
      • Refund or reimbursements for itemized deductions claimed on a prior year federal income tax return
      • Repayment of income reported in a prior year
      • Miscellaneous federal tax adjustments
      • Certain Ohio National Guard reimbursements and benefits
      • Funds deposited into, and earnings of, a medical savings account for eligible health care expenses
      • Qualified organ donor expenses
      • Amounts contributed to an individual development account
      • Wage expense not deducted due to the targeted jobs or the work opportunity tax credits
      • Interest income from Ohio public obligations and from Ohio purchase obligations; gains from sale or disposition of Ohio public obligations; public service payments received from state of Ohio or income from transfer agent
    • Lump sum distribution credit
    • Lump sum retirement credit
    • Resident credit
    • Non-resident credit
    • Nonrefundable business credits
    • Amended returns
  • The following items are not supported on the SD 100:
    • Amended returns
    • Depreciation
    • Direct debit/deposit
  • No IT 10

HRB Development LLC (H&R Block Online (HRBO))

Official Company Name: HRB Development LLC
Product Name: H&R Block Online (HRBO)
Mailing Address: 545 Metro Place South, Ste 350, Dublin, OH 43017
Helpline: 800-472-5625
Website Address: www.hrblock.com

Limitations

  • All returns are self-prepared
  • No alternate home address
  • No partial direct debits
  • No multiple direct deposits
  • Direct deposits to checking and savings accounts only (no IRA or 529 accounts)
  • Taxpayer and spouse must have the same residency status
  • No foreign phone numbers
  • No $0 Federal adjusted gross income
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No IT 10
  • No state 1099-B, 1099-DIV, 1099-INT, 1099-K, 1099-MISC or 1099-OID
  • No amended returns
  • No PDF attachments
  • No non-refundable business credits
  • No refundable credits
  • No school district direct debit/direct deposit

Intuit Inc. (TurboTax)

Official Company Name: Intuit Inc.
Product Name: TurboTax
Mailing Address: 7535 Torrey Santa Fe Rd., San Diego, CA 92129
Helpline: https://support.turbotax.intuit.com/contact/
Website Address: https://turbotax.intuit.com/

Limitations

  • All returns are self-prepared
  • No amended returns
  • No multiple direct deposits
  • No partial direct debits
  • Direct deposits into a checking or savings account only (no IRA or 529 accounts)
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No state 1099-B or 1099-K
  • No state distribution amount on 1099-G, 1099-INT or 1099-OID
  • No payer or recipient address and state distribution amount on 1099-DIV
  • No prior year returns

Lamson Tech (1040NOW)

Official Company Name: Lamson Tech
Product Name: 1040NOW
Mailing Address: 325 Bainbridge Street, Philadelphia, PA 19147
Helpline: cs@1040now.com
Website Address: www.1040now.net

Limitations

  • No IT 10
  • No SD 100X amended return
  • No State 1099-B or 1099-K
  • No foreign phone number
  • No Financial Institutions Tax (FIT) credit

LTS Software, Inc. (DIY Free Tax, eSmart Tax, eSmart Tax FFA, Liberty Online)

Official Company Name: LTS Software, Inc.
Product Name: DIY Free Tax, eSmart Tax, eSmart Tax FFA, Liberty Online
Mailing Address: 1716 Corporate Landing Pkwy, Virginia Beach, VA 23454
Helpline: 844-563-3833
Website Address: http://www.freetax.com/ https://www.esmarttax.com/ https://www.esmarttax.com/ffa/ http://www.libertytax.com/online/

Limitations

  • All returns are self-prepared
  • No multiple direct deposits
  • No partial direct debits
  • The following items are not supported on the IT 1040:
    • No $0 Federal adjusted gross income
    • Lump sum distribution add-back
    • Miscellaneous federal income tax adjustments
    • Lump sum distribution credit
    • Lump sum retirement credit
    • Refundable credits
  • No amended returns
  • No stand-alone SD-100 (must be filed with the IT 1040)
  • No state 1099-B, 1099-K, 1099-OID
  • No PDF attachments

On-Line Taxes, Inc. (OLT.com)

Official Company Name: On-Line Taxes, Inc.
Product Name: OLT.com
Mailing Address: 724 Jules Street, St. Joseph, MO 64501
Helpline: 888-658-4829
Website Address: www.OLT.com

Limitations

  • All returns are self-prepared

On-Line Taxes, Inc. (OLT Desktop)

Official Company Name: On-Line Taxes, Inc.
Product Name: OLT Desktop
Mailing Address: 724 Jules Street, Saint Joseph, MO 64501
Helpline: 888-658-4829
Website Address: www.OLT.com

Limitations

  • All returns are self-prepared

Petz Enterprises, LLC (CrosslinkOnline)

Official Company Name: Petz Enterprises, LLC
Product Name: CrosslinkOnline
Mailing Address: P.O. Box 611, Tracy, CA 95378
Helpline: 800-345-4337
Website Address: www.petzent.com

Limitations

  • No non-paid preparer returns
  • No partial direct debits
  • No multiple direct deposits
  • Direct deposits to checking or savings accounts only (no IRA or 529 accounts)
  • No refundable credits (including Pass-through entity and FIT credit)
  • No stand-alone SD 100 (must be filed with IT 1040)
  • No IT 10
  • No State 1099-B or 1099-K
  • No state distribution amounts on 1099-DIV, 1099-INT or 1099-OID

 

Solutions for Progress (The Benefit Bank)

Official Company Name: Solutions for Progress
Product Name: The Benefit Bank
Mailing Address: 1128 Walnut Street, Philadelphia, PA 19107
Website Address: www.thebenefitbank.org

Limitations

  • No deceased taxpayers
  • No foreign address or foreign phone number
  • Non non-resident returns
  • All returns will be self-prepared
  • No amended returns
  • No Federal adjusted gross income above $65,000 for single filers or above $95,000 for joint filers
  • The following items are not supported on the IT 1040:
    • Schedule A items:
      • Certain Ohio pass-through entity and financial institutions taxes paid
      • Non-education expenditures from a college savings account
      • Losses from the sale or disposition of Ohio public obligations
      • Non-medical withdrawals from a medical savings account
      • Adjustment for IRC sections 168(k) and 179 depreciation expense add-back and deduction
      • Federal interest and dividends subject to state taxation
      • Miscellaneous federal income tax additions and deductions
      • Business income deduction
      • Employee compensation earned in Ohio by full-year residents of neighboring states
      • Interest income from Ohio public obligations and from Ohio purchase obligations; gains from the sale or disposition of Ohio public obligations; public service payments received from the state of Ohio or income from a transfer agreement
      •  Wage expense not deducted due to claiming the federal work opportunity tax credit
      • Certain income earned by military non-residents and civilian nonresident spouses
      • Funds deposited into, and earnings of, a medical savings account for eligible health care expenses
    • Schedule of Credits items:
      • Ohio adoption credit
      • Job retention credit, nonrefundable portion
      • Credit for eligible new employees in an enterprise zone
      • Credit for purchases of grape production property
      • Invest Ohio credit
      • Enterprise zone day care and training credit
      • Research and development credit
      • Ohio historic preservation credit, non-refundable carryforward portion
      • Resident credit
      • Business jobs credit
      • Pass-through entity credit
      • Motion picture production credit
      • Financial Institutions Tax (FIT) credit
      • Venture Capital Credit

Taluy California Corporation (FileYourTaxes.com)

Official Company Name: Taluy California Corporation (FileYourTaxes.com)
Product Name: FileYourTaxes.com
Mailing Address: P.O. Box 7657, Oxnard, CA 93031
Website Address: https://www.fileyourtaxes.com

Limitations

  • All returns are self-prepared
  • Taxpayer and spouse must have same residency status
  • No multiple direct deposits
  • Direct deposit into a checking or savings account only (no IRA or 529 account)
  • No direct debit/deposit for SD 100
  • The following items are not supported on the IT 1040:
    • Adjustment for IRC sections 168(k) and 179 (add-back or deduction)
    • Lump Sum Distribution Credit
    • Lump Sum Retirement Credit
    • K-1 information for Pass-through entity credit or financial institutions tax credit
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-INT, 1099-K or 1099-OID
  • No PDF attachments
  • No amended returns

TaxAct, Inc. (TaxAct)

Official Company Name: TaxAct, Inc.
Product Name: TaxAct
Mailing Address: 1425 60th Street NE, Cedar Rapids, IA 52402
Helpline: 319-373-3600
Website Address: www.taxact.com

Limitations

  • All returns are self-prepared
  • No stand-alone SD 100 (must be filed with IT 1040)
  • No stand-alone IT 10 (must be filed with IT 1040)
  • No partial debit payments
  • No state distribution amounts for 1099-B, 1099-DIV, 1099-G, 1099-INT, 1099-K or 1099-OID

TaxHawk, Inc. (TaxHawk.com, FreeTaxUSA.com, Express1040.com)

Official Company Name: TaxHawk, Inc.
Product Name: TaxHawk.com, FreeTaxUSA.com, Express1040.com
Mailing Address: 1344 East 1120 South, Provo, UT 84606
Helpline: support@TaxHawk.com support@FreeTaxUSA.com support@Express1040.com
Website Address: www.TaxHawk.com www.FreeTaxUSA.com www.Express1040.com

Limitations

  • All returns will be filed as self-prepared
  • No "In Care Of" address
  • No multiple direct deposits
  • Direct deposits into checking or savings accounts only (no IRA or 529 accounts)
  • No foreign phone numbers
  • Primary taxpayer and spouse may not have different residency statuses
  • The following items are not supported on the IT 1040:
    • Schedule A:
      • Certain pass-through entity taxes paid
      • Taxable federal interest/dividends add-back
      • Lump sum distribution add-back
      • Wage expense deduction
      • Federal interest and dividends deduction
    • Refundable credits
    • Amended returns
  • The following items are not supported on the SD 100:
    • Stand-alone SD 100 (must be filed with the IT 1040)
    • Separate account for SD 100 direct deposit or direct debit
    • Direct deposit or debit without a direct deposit or debit on the IT 1040
    • Amended return
  • No IT 10
  • No state tax withheld on state 1099-B
  • No payer's identification number or address on state 1099-DIV, 1099-INT or 1099-OID
  • No payer's address on state 1099-G
  • No state distribution amount on state 1099-DIV, 1099-G, 1099-INT or 1099-OID
  • No state 1099-K
  • No PDF attachments

TaxSlayer (TaxSlayer.com)

Official Company Name: TaxSlayer
Product Name: TaxSlayer.com
Mailing Address: 3003 Allen Drive, Evans, GA 30809
Helpline: 706-868-0985
Website Address: www.taxslayer.com

Limitations

  • All returns are self-prepared
  • No foreign phone numbers
  • No partial direct debits
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account only (no IRA or 529 account)
  • No amended returns
  • No stand-alone SD 100
  • No IT 10
  • No State 1099-B, 1099-DIV, 1099-INT, 1099-K, 1099-OID
  • No PDF attachments
Over-the-Counter

HRB Development LLC (H&R Block Software (HRBS) )

Official Company Name: HRB Development LLC
Product Name: H&R Block Software (HRBS)
Mailing Address: 545 Metro Place South, Ste. 350, Dublin, OH 43017
Helpline: 800-472-5625
Website Address: www.hrblock.com

Limitations

  • All returns are self-prepared
  • No deceased taxpayer
  • No "In Care Of" address
  • No foreign taxpayers
  • No multiple direct deposits
  • Direct deposits must be made into a checking or savings account only (no IRA or 529 accounts)
  • No partial direct debits
  • No pass-through entity add-back
  • No refundable business credits
  • No non-refundable business credits (other than Grape Production Property Credit)
  • No amended returns
  • No IT !0
  • No Ohio K-1
  • No State 1099-B, 1099-DIV, 1099-INT, !099-K, 1099-MISC or 1099-OID
  • No PDF attachments

Intuit Inc. (TurboTax)

Official Company Name: Intuit Inc.
Product Name: TurboTax
Mailing Address: 7535 Torrey Santa Fe Rd., San Diego, CA 92129
Helpline: https://support.turbotax.intuit.com/contact/
Website Address: https://turbotax.intuit.com/

Limitations

  • All returns are self-prepared
  • No amended returns
  • No multiple direct deposits
  • No partial direct debits
  • Direct deposits into a checking or savings account only (no IRA or 529 accounts)
  • No stand-alone SD 100 (must be filed with the IT 1040)
  • No state 1099-B or 1099-K
  • No state distribution amount on 1099-G, 1099-INT or 1099-OID
  • No payer or recipient address and state distribution amount on 1099-DIV
  • No prior year returns