Forms
E-file Errors
Do I need to verify PII?
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Transfers and Escalations
100

This form is generally given to employee's by their employer. This form includes federal, state, social security, and other tax information.

W-2

100

I received an e-file error saying my AGI does not match.

Response from "All about AGI and AGI errors"

100

Chat: Where do I find my QBI?

No, you do not need to verify PII

100

How do I download my tax returns?

100

I forgot my password

What is Transfer AM Tier 1?

200

What form would list your Mortgage Interest Statement?

1098

200

What tool would you use to check for e-file rejection errors?

Tax Admin

200

Unauthenticated email: Was my tax return accepted?

Yes, you need to verify PII

200

Where can I input my 1099-INT?

200

I no longer have access to my phone number

What is transfer to AM tier 1?

300

What form might you receive for Proceeds from Real Estate Transactions?

1099-S

300

What should the member do if they receive the error message "Form W-2, Line B 'EmployerEIN' must match data in the e-File database?

Review their W-2 for accuracy, contact their employer for an updated W-2.

300

Unauthenticated email: My mother lives with me and I take care of her, she is permanently disabled, can I claim her as a dependent?

No, you do not need to verify PII.

300

I am a teacher, where can I input expenses I had for my class supplies?

300

I received a letter from the IRS

What is escalate to Tax tier 2?

400

What is a W-7 used for?

Application for IRS Individual Taxpayer Identification Number (ITIN)

400

What should the member do if they receive the error 'PrimarySSN' and 'PrimaryNameControlTxt' in the return header must match the e-File database?

Review their SSN for accuracy. If it is correct, contact the Social Security Administration, then the IRS.

400

Chat: I filed my taxes but they got rejected, why did the IRS reject my taxes?

What is no, you don't need to verify PII?
400

Where can I enter my Federal Estimated Payments?

400

How do I remove something from my credit report?

What is transfer to Core Tier 1

500

What is form 9465 used for?

Installment Agreement Request

500

What does the error "DependentSSN" in "DependentDetail" on the return was used as a Dependent SSN on a previously filed tax return for the same tax period" mean?

Your dependent had already been claimed as a dependent on another tax return

500

Unauthenticated Email: My tax return is showing a $9,000,000 refund, can you fix it?

What is you need to verify PII?

500

Where can I enter in my Form 8960?

500

How can I deposit my tax return into my Credit Karma Savings account?

What is escalate to Tax tier 2?