2010 Tax Year Media Guide

Transcription

1 2010 Tax Year Media Guide 2010 Tax Year Media Guide 1

2 TaxACT Overview TaxACT Free Federal Edition 33 The most complete free federal tax solution for everyone! 33 Free to prepare, print and e-file refunds in as few as 8 days with e-file and direct deposit 33 Forms for simple and complex returns, all e-fileable forms 33 Free answers to all of your tax questions 33 Maximum refund, accuracy & satisfaction guarantees 33 Import 2009 tax data from many software solutions 33 Preview versions released in Oct. for year-end tax planning and early preparation; final versions released in Jan. 33 Fast and easy State solution for as little as $8 33 Web and desktop versions available Table of Contents 2-4 Overview 5 Premium Phone Support Data Archive Service TaxACT Endeavor Card 6-7 Free Federal Edition 8-9 Deluxe Federal Edition 10 State Edition 11 Ultimate Bundle 12 Federal Business Editions 13 State Business Editions 14 Home & Business Bundle 15 2nd Story Software 16 Contact us 2

3 What s new in TaxACT this year? 33 The Answer Center free personalized tax and program help every step of the way, whether you have a specific tax question, are looking for a certain part of your return or need help with TaxACT 33 TaxACT Bookmarks navigate your federal or state return on your terms add a bookmark and any notes, then easily return to that question at any time 33 Life Event Tips in Deluxe important tax alerts and information about your life changes as you complete your return 33 Tax and program help via phone now available to users of all Consumer products for the 2010 tax year at one low price of $7.95. Deluxe or Bundle users who purchased or started an online return by Dec. 31, 2010 receive free phone help upon product payment. Unlimited help is still free for all customers. 33 Enhanced Donation Assistant in Deluxe easier to use, with auditbacked values for more than 1,300 items 33 Enhanced PDF Import transfers more data from 2009 returns 33 Enhanced Forms View easier, as-you-go access to PDF copies of your tax forms upon payment 33 One free e-file for Federal Business & several State Business Editions 33 More Business State Editions 1065 and 1120S Editions for KS, MD, NJ & TX; 1120 Editions for IN, KS, MD & TX 2010 Tax Year Media Guide 3

4 Personal Tax Products* Online / Web-based Price E-file Online Free Federal Edition FREE 1 free Federal Online Deluxe $ free Federal Online State $ free State Online Ultimate Bundle (Deluxe + State) $ free Federal + 1 free State Download or CD-ROM*** Price E-file** Free Federal Edition FREE 1 free Federal Deluxe $ free Federal, up to 4 additional $7.95 each State $14.95 $7.95 per State e-file Ultimate Bundle (Deluxe + State) $ free Federal, $7.95 per State, up to 4 additional Federal $7.95 each Business Tax Products* Download or CD-ROM*** Price New! E-file** Federal 1065, 1120S or 1120 $39.95 each 1 free Federal State 1065, 1120S or 1120 Home & Business Bundle (1 Federal Business Edition, Deluxe 1040 and State 1040) $14.95 per State $51.80 All States 1 free State per State All States free unlimited $54.95 each 1 free Federal free Federal Business + 1 free State 1040 * All prices and product features subject to change without notice ** E-file fees do not apply to New York State returns *** Prices do not include S&H charges 4

5 New! Premium Phone Support $7.95 for 2010 tax year Stumped by a tax or program question? Get one-on-one guidance from tax specialists via phone for the 2010 tax year. If you purchased a TaxACT 2010 paid desktop product or started a TaxACT Online 2010 Deluxe or Ultimate Bundle return before Dec. 31, 2010, phone support is free upon product payment. Data Archive Service (DAS) $ $12.95 Online products only Price based on product & purchase date Access 2010 taxes until Getting a copy of your tax return from the IRS involves completing a form and paying nearly $60. 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 Taxpayers who e-file with direct deposit can have their refund in as few as 8 days. Online Deluxe, State and Bundle users can pay for their TaxACT product by deducting the amount from their refund. Users can receive their refund on a TaxACT Endeavor Card Prepaid MasterCard (debit card). Use all or part of a refund to purchase U.S. Savings Bonds in increments of $ VALID THRU 2010 Tax Year Media Guide 5

6 FREE Federal Edition Free to prepare, Free to print, Free to e-file for Everyone! Includes TaxACT s Maximum Refund Pledge and Accuracy Guarantee. Free Online & Desktop Key Features All e-fileable forms for simple and complex returns Including Forms 1040, 1040A, and 1040EZ and Schedules A, C, D, E, and F answer simple interview questions and TaxACT will complete the correct forms for you Free e-file Get your refund in as few as 8 days with e-file & direct deposit Enhanced! Competitor Import Import tax data from 2009 returns prepared by other software solutions* TaxACT TaxPayer Support Unlimited free tax help via New! Answer Center In-depth personalized tax and TaxACT program help every step of the way New! Bookmarks Add notes and easily return to interview questions later Stock Assistant Enter investment data quickly and view a summary College Financial Aid Worksheet All the tax information you need for the FAFSA in one printable document Enhanced! Fast data entry option Enter data directly into forms or use quick entry methods for W-2, 1099 and 4562 (new) data 6 * See Web site for a complete list of software supported

7 Audit Assistant Guides you through the process if you happen to be audited by the IRS TaxACT Guarantees Maximum Refund Pledge, Accuracy Guarantee, Satisfaction Guarantee (Online only) & Money-Back Guarantee (Desktop only) TaxACT Life Events Understand how life changes such as getting married, having children & selling your home can affect your taxes choice of 1 event Examiner Series Boost your tax savings with Credit, Deduction and Income Examiners TaxACT Alerts Warns you of errors, omissions and tax-saving opportunities you may have missed Loan & Savings Calculators Estimate payments and future values based on amounts, interest rates and time period New! Tax term glossary with linked terms throughout the interview 2010 Tax Year Media Guide 7

8 Deluxe Federal Edition Key Features Recommended for last year s TaxACT customers and those seeking extra tax help, tools and guidance. Includes all the features in Free Federal Edition, plus all the features listed below. $9.95 Online $12.95* Desktop TaxACT Import Import essential tax data from last year s TaxACT return to save time and reduce errors Enhanced! Stock Import Import stock transaction information provided by your brokerage company using a Comma Separated Values (CSV) file Enhanced! Donation Assistant Maximize your non-cash charitable contributions by tracking donations and obtaining audit-backed values for 1,300+ commonly donated items Enhanced! Unlimited TaxACT Life Events See how life changes such as getting married, having children & selling your home can affect your taxes, plus new Life Events Tips provide key information throughout the interview Enhanced! Forms Preview Fast, as-you-go access to PDFs of your forms upon payment TaxACT Guarantees Maximum Refund Pledge, Accuracy Guarantee, Price Lock Guarantee (Online only), Satisfaction Guarantee (Online only) and Money-Back Guarantee (Desktop only) TaxACT TaxTutor Guidance Tips and extra information from America s #1 bestselling tax guide, J.K. Lasser s Your Income Tax 8 * Price does not include S&H charges

9 TaxWatch 2011 Customize a plan to lower next year s taxes Tax Calculator Perform what-if scenarios without adjusting the actual numbers on your return allows you to see the impact of adjustments on your 2010, 2011 & 2012 federal returns Loan & Savings Calculators Estimate payments and future values based on amounts, interest rates and time period Joint vs. Separate Report See how filing separately or jointly will change your tax obligation National Averages Comparison Compare your taxes to the average U.S. citizen to identify hot spots that the IRS may notice Capital Gains Summary View all stock and asset sales to quickly compare and reconcile with your brokerage statement Depreciation Summaries View all depreciation and disposal assets in one list for current and future years W-2 Import Import W-2 data from select employers or use the quick entry method to save time 2010 Tax Year Media Guide 9

10 State Edition Key Features One of the most affordable State tax solutions! Available for all 44 income taxing states. TaxACT automatically transfers necessary Federal data into a State return. Just answer a few questions to have your state return completed and filed in minutes. $14.95 per State* Online & Desktop $51.80 All States* Desktop only Free State e-file for a faster refund Available for all income taxing states that accept e-filed returns (Desktop users can print for free or e-file for $7.95 per return, fee does not apply to NY returns) Complete your State return in minutes Information from your Federal TaxACT return transfers seamlessly into your State return just answer a few questions to e-file your State return in minutes ALL part-year & non-resident forms 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 TaxACT TaxPayer Support Unlimited free tax help via New! Answer Center In-depth personalized tax and TaxACT program help every step of the way Enhanced! Forms preview Fast, as-you-go access to State forms as PDFs upon payment New! Bookmarks Add notes and easily return to interview questions later 10 * Prices do not include S&H charges

11 Ultimate Bundle (Deluxe + State) TaxACT s best value! Save more than 21% and get everything you need to prepare and print your Federal & State returns - includes free federal e-file. $17.95 Online $21.95* Desktop Additional States $14.95 each* Included in Online Ultimate Bundle TaxACT Deluxe + one State Edition of your choice One free Federal e-file One free State e-file Included in Desktop Ultimate Bundle TaxACT Deluxe + one State Edition of your choice One free Federal e-file Add up to 4 more Federal e-files for just $7.95 each Desktop State e-file just $7.95 each (fee does not apply to NY returns) Prepare and print unlimited returns * Prices do not include S&H charges 2010 Tax Year Media Guide 11

12 Federal Business Editions 1065, 1120S or 1120 Editions TaxACT walks you through your partnership, S corporation or C corporation return, and allocates & updates Schedule K-1 items as income changes. $39.95 each* Desktop only Key Features Easy interview process Answer simple questions and TaxACT will do the calculations and complete the appropriate forms for you New! One free e-file E-file your return and get confirmation when the IRS has processed your return Automatic partner/shareholder allocation All 1065 and 1120S Schedule K-1 items are automatically allocated and updated as business income, deductions and credits change TaxACT TaxPayer Support Unlimited free tax help via Enhanced! Fast data entry options Enter data directly into forms or use quick entry methods (new) for M-3 and 4562 data New! Bookmarks Add notes and easily return to interview questions later Depreciation reports Sort and print a list of all depreciable assets, quoting depreciation for the current and next year Loan and Savings Calculators Calculate loan payments or the future value of savings deposits, then print amortization & accumulation schedules TaxACT Alerts Warns you of errors, omissions and tax-saving opportunities you may have missed Enter multiple occurrences of many supporting forms 12 * Price does not include S&H charges

13 State Business Editions State 1065, 1120S or 1120 Editions Seamlessly integrates with TaxACT Federal Business Editions to prepare and print a State Business return quickly and easily. $14.95 each* Desktop only $51.80 All States* Desktop only Key Features Complete your State return in minutes Information from your TaxACT Federal Business return transfers seamlessly into your State return answer a few questions and complete your State return in minutes New! One free e-file Available for CA, FL, KS, NY & WI Please note: Florida does not accept e-filed 1065 returns TaxACT TaxPayer Support Unlimited free tax help via and 1120S Editions Available for AZ, CA, FL, GA, IA, IL, IN, KS, MD, MN, MO, NC, NJ, NY (includes NYC**), PA, SC, TX, VA & WI 1120 Editions Available for CA, FL, GA, IL, IN, KS, MD, MN, NC, NY (includes NYC**), PA, SC, TX, VA & WI New! Bookmarks Add notes and easily return to interview questions later New for 2010 * Prices do not include S&H charges ** See Web site for a complete list of city forms 2010 Tax Year Media Guide 13

14 Home & Business Bundle Need to file personal and business tax returns? Save money by purchasing all your software in one package! $54.95* Desktop only Additional States $14.95 each* Includes Your choice of TaxACT Federal Business 1065, 1120 or 1120S Edition TaxACT Deluxe (for your Federal 1040 return) TaxACT State (for your State 1040 return) One free Federal 1040 e-file New! One free Federal Business e-file State 1040 e-file for just $7.95 (fee does not apply to NY returns) 14 * Prices do not include S&H charges

15 About 2nd Story Software & TaxACT 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, 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 of 2nd Story Software (all of whom had worked on the Personal Tax Edge product) to create TaxACT. Critically acclaimed for quality and affordability year after year, TaxACT is the 2nd most visited online destination for tax preparation services 1. Since 2000, TaxACT Online has assisted with more than 19 million e-filed Federal returns. TaxACT is the only Web-based tax planning and preparation product to offer a year-round tax preparation solution (Preview versions are released each October, with Final versions released in January). 2nd Story Software has earned the BizRate Circle of Excellence for six years. The award recognizes the top performing online retailers that provided outstanding customer experiences throughout the year, as rated by their customers. 1. According to collective week end reports released by Hitwise during the 2005, 2006, 2007, 2008 and 2009 tax seasons. In the 2005 tax season, TaxACT became the first to offer free Federal tax software and free e-file to all American taxpayers Tax Year Media Guide 15

16 Contact Us 2nd Story Software, Inc th St. NE, Suite 300 Cedar Rapids, IA Need More Information or a Complimentary Copy of TaxACT? Jessi Dolmage Public Relations & Creative Solutions Manager p: (319) x2193 e: pr@taxact.com Sales (319) Fax: (319) Technical Support & Tax Help (319) Social Media Mobile site blog.taxact.com m.taxact.com For TaxACT System Requirements, please visit our Web site nd Story Software All rights reserved.