Roth IRA

A Roth IRA is an individual retirement plan that, except as explained in this chapter, is subject to the rules that apply to a traditional IRA (defined below). It can be either an account or an annuity. Individual retirement accounts and annuities are described in chapter 1 under How Can a Traditional IRA Be Set Up. To be a Roth IRA, the account or annuity must be designated as a Roth IRA when [...]

Resident State

You must select a resident state. If you are filing multiple state returns, please select the state of which you are currently a resident. Your resident state is where you maintain your domicile (living quarters) but you may file your return, if required as a part year or non resident depending on how long you have been there in the tax year. *Your domicile is your true, fixed, and permanent [...]

Taxable refunds on form 1099G (box 2)

Taxable Refunds, Credits, or Offsets of State and Local Income Taxes None of your refund is taxable if, in the year you paid the tax, you either a) did not itemize deductions or b) elected to deduct state and local general sales taxes instead of state and local income taxes. If you itemized your deductions including state tax (line 5) in the prior year then you will report the refund as [...]

Printing Problems

Your tax forms will be shown in .PDF format. The free Adobe Acrobat Reader allows you to open and print your tax forms. Some users have trouble if they do not have the latest version of Acrobat installed. Occasionally, a user still has trouble even after reinstalling Acrobat. If that happens, try right-clicking on the link that opens the Acrobat file and "Save Target As" onto your desktop. Then, [...]

Presidential Election Campaign Fund

This fund helps pay for Presidential election campaigns. The fund reduces candidates' dependence on large contributions from individuals and groups and places candidates on an equal financial footing in the general election. If you want $3 to go to this fund, check the Yes box. If you are filing a joint return, your spouse may also have $3 go to the fund. If you check Yes, your tax or refund will [...]