2012 Tax Year Media Guide

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1 2012 Tax Year Media Guide 2010 Tax Year Media Guide 1

2 TaxACT Overview TaxACT Free Federal Edition for simple & complex returns Prepare, print and e-file your federal return free no restrictions! All e-fileable forms to cover complex tax situations Quickly bring in key data from last year s return with Quick Convert Free answers to all your tax and technical questions in the Answer Center, online or via Fastest guaranteed maximum refund with e-file & direct deposit New! Android and ipad tablet compatible download the new tablet app, use TaxACT Online on your tablet browser, or use interchangeably (sign into both with same username & password) Always 100% risk-free to try, backed by maximum refund, accuracy & satisfaction guarantees Fast and easy state solution for as little as $8 Preview Version released in Oct. for estimating federal taxes and year-end planning; Final Version released in Jan. Table of Contents 2-4 Overview 5 Premium Phone Support Data Archive Service Federal Refund Options 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? New! TaxACT tablet app download the new TaxACT 2012 Free Federal Edition app for Android and ipad tablets, use TaxACT Online optimized for your tablet s browser, or use both interchangeably with the same username & password. Enhanced! 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. New & Improved Content! TaxACT TaxTutor Guidance in Deluxe Brand new, powerful content written by TaxACT CPAs and accountants. Information is now tailored to each interview question and includes easy-to-understand tax explanations, tips and hints. New! Additional savings option for desktop Deluxe Deluxe already includes one federal e-file free and e-file for 4 additional federal returns for $7.95 each. Now Deluxe owners have the choice of purchasing Deluxe + 5 federal e-files for just $19.95, a savings of nearly $25! Ultimate Bundle + 5 federal e-files is just $ More Business State Editions and e-filing options TaxACT now offers 1065, 1120S and 1120 Editions for 26 states, and supports e-filing for 15 states. New! TaxACT DocVault A free smartphone app for securely saving and organizing tax documents throughout the year. Take photos of your tax forms (W-2, 1099, 1098, etc.), receipts, charitable donations and other information to support your tax return. Upload to At tax time, import your images into TaxACT Deluxe for safekeeping with your tax return. Enhanced! TaxACT Central Free companion app for the iphone, ipod Touch, ipad and Android devices makes tax time faster and easier Tax Year Media Guide 3

4 1040 Products* Online / Tablet Price** E-file Online or Tablet Free Federal Edition FREE 1 free Federal Online or Tablet Deluxe $ free Federal Online or Tablet State $ free State Online or Tablet Ultimate Bundle (Deluxe + State) $ free Federal + 1 free State Download or CD-ROM# Price E-file## Free Federal Edition FREE 1 free Federal Deluxe Deluxe + 5 federal e-files State Ultimate Bundle (Deluxe + State) Ultimate Bundle + 5 federal e-files $12.95 $19.95 $14.95 per State $59.95 All States $21.95 $ free Federal, up to 4 additional $7.95 each $7.95 per State e-file 1 free Federal, $7.95 per State, up to 4 additional Federal $7.95 each Business Tax Products* Download or CD-ROM# Price 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) $19.95 per State $59.95 All States 1 free State per State $54.95 each 1 free Federal free Federal Business + $7.95 per State 1040 * All prices and product features subject to change without notice ** Tablet prices may vary # CD-ROMs available for S&H fee ## E-file fees do not apply to New York State returns 4

Premium Phone Support One-time fee of $7.95 for 2012 tax year (Included with Deluxe, Ultimate Bundle & Business Editions upon product payment) Stumped by a tax or program question?

95 Online products only Price based on product & purchase date Access 2012 taxes until 2016. Getting a copy of your tax return from the IRS involves completing a form and paying nearly $60.

5 Premium Phone Support One-time fee of $7.95 for 2012 tax year (Included with Deluxe, Ultimate Bundle & Business Editions upon product payment) Stumped by a tax or program question? Get one-on-one guidance from TaxPayer Support specialists via phone for the entire 2012 tax year. Data Archive Service (DAS) $6.95 $13.95 Online products only Price based on product & purchase date Access 2012 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 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 $ Tax Year Media Guide 5

FREE Federal Edition Prepare, print & e-file free. Free for You, Free for Everyone! Backed by TaxACT s Maximum Refund Pledge and Accuracy Guarantee. Always risk-free to try.

questions and TaxACT will complete the correct forms for you Free e-file Get your refund the fastest way possible with direct deposit Quick Convert Starting with TaxACT doesn t mean starting from

6 FREE Federal Edition Prepare, print & e-file free. Free for You, Free for Everyone! Backed by TaxACT s Maximum Refund Pledge and Accuracy Guarantee. Always risk-free to try. Free Online, Tablet & 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 the fastest way possible with direct deposit Quick Convert Starting with TaxACT doesn t mean starting from scratch! Get a boost by bringing in info from last year s return or import a PDF of last year s TurboTax or H&R Block At Home return TaxACT TaxPayer Support Unlimited free tax help via (unlimited phone support for 2012 tax year available for one-time fee of $7.95) Enhanced! Answer Center In-depth personalized tax and TaxACT program help every step of the way Bookmarks Add notes and easily return to 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 Fast data entry option Enter data directly into forms or use quick entry methods for W-2, 1099 and 4562 data 6

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 Tax term glossary with nearly 300 linked terms throughout the interview New! My Forms Go to forms in your desktop return quickly and easily 2012 Tax Year Media Guide 7

8 Deluxe Federal Edition 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. Key Features $9.95 Online & Tablet* $12.95 Desktop** or New! Desktop Deluxe + 5 federal e-files $19.95 TaxACT Import Import essential tax data from last year s TaxACT return to save time and reduce errors Stock Import Import stock transaction information directly from GainsKeeper or a provided by your brokerage company using a Comma Separated Values (CSV) file Donation Assistant Maximize your deduction for non-cash charitable contributions with audit-backed values for nearly 1,300 items Unlimited access to 35+ TaxACT Life Events See how life changes such as getting married, having children & selling your home can affect your taxes, plus Life Events Tips with important hints and info throughout the interview Forms Preview Fast, as-you-go access to PDFs of your forms upon product payment TaxACT Guarantees Maximum Refund Pledge, Accuracy Guarantee, Price Lock Guarantee (Online only), Satisfaction Guarantee (Online only) and Money-Back Guarantee (Desktop only) New! Additional Savings Option for Desktop Customers Deluxe already includes 1 federal e-file free and e-file for 4 additional federal returns for $7.95 each. Now Deluxe owners have the choice of purchasing Deluxe + 5 federal e-files for just $19.95, a savings of nearly $25! 8 * Tablet prices may vary ** Desktop prices do not include S&H charges

New & Improved! TaxACT TaxTutor Guidance Easy-to-understand tax explanations, tips and hints written by TaxACT CPAs and accountants, tailored to each interview question New!

9 New & Improved! TaxACT TaxTutor Guidance Easy-to-understand tax explanations, tips and hints written by TaxACT CPAs and accountants, tailored to each interview question New! Tax Document Import Save digital copies of your tax forms, receipts and photos with your Deluxe return by importing from your computer or DocVault, TaxACT s free app for organizing and saving tax documents Tax Calculator Perform what-if scenarios without adjusting the actual numbers on your return, allowing you to see the impact of adjustments on your 2012, 2013 and 2014 federal returns TaxWatch 2013 Customize a plan to lower next year s taxes National Averages Comparison Compare your taxes to the average U.S. citizen to identify hot spots that the IRS may notice Capital Gains & Depreciation Summaries Use to reconcile with your brokerage statement and view depreciation & disposal assets for current & future years Fast W-2 Entry Import W-2 data from select employers or use the quick entry method to save time Joint vs. Separate Report See how filing separately or jointly will change your tax obligation 2012 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 your State forms. Just answer a few questions to have your State return completed & filed in minutes. $14.95 per State* Online, Tablet & Desktop** $59.95 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 forms 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 Enhanced! Answer Center In-depth personalized tax and TaxACT program help every step of the way Forms preview Fast, as-you-go access to forms as PDFs upon payment New! My Forms Go to forms in your desktop return quickly and easily Bookmarks Add notes and easily return to questions later 10 * Tablet prices may vary ** Desktop 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. $17.95 Online & Tablet* $21.95 Desktop** or New! Desktop Ultimate Bundle + 5 federal e-files $28.95 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 New! Additional Savings Option for Desktop Customers Ultimate Bundle includes 1 free federal e-file and up to 4 additional federal e-files for $7.95 each. Now Ultimate Bundle owners have the choice of purchasing Ultimate Bundle +5 federal e-files for just $28.95, a savings of nearly $25! * Tablet prices may vary ** Desktop prices do not include S&H charges 2012 Tax Year Media Guide 11

12 Federal Business Editions 1065, 1120S and 1120 Editions TaxACT walks you through your partnership, S corporation or C corporation return, and allocates & updates Schedule K-1 items as income changes. Key Features $39.95 each* Desktop only Easy Q&A interview Answer simple questions, TaxACT does the rest One free e-file E-file plus confirmation when your return is processed Automatic partner/shareholder allocation 1065 & 1120S Schedule K-1 items automatically allocate & update as business income, deductions & credits change TaxACT TaxPayer Support Unlimited free tax help via New! Schedule K-1 Deluxe Import Import Schedule K-1 data from your 1065 or 1120S return into TaxACT Deluxe to file your 1040 federal return fast Fast data entry options Enter data directly into forms or use quick entry methods for M-3, 4562, K-1 & Schedule L data Bookmarks Add notes and easily return to questions later Enhanced! Depreciation reports Sort and print depreciable assets, quoting depreciation for current & next year, now supports fiscal & short year Investment data tools Import transactions from GainsKeeper, or a Comma Separated Values (CSV) file provided by your brokerage company, or use Stock Assistant for fast data entry New! My Forms Go to forms in your return quickly and easily TaxACT Alerts Warns of errors, omissions & tax-saving opportunities 12 * Prices do not include S&H charges

State Business 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.

13 State Business 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. Key Features $19.95 each* Desktop only $59.95 All States* Desktop only 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 One free e-file Available for AL, AR, CA, FL, GA, IL, KS, LA (1120s & 1120 only), MA, MD, MN, NY (including NY City), PA, UT & WI Please note: Florida and Louisiana do not accept e-filed 1065 returns TaxACT TaxPayer Support Unlimited free tax help via and 1120S Editions AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NY (includes NYC**), OK, PA, SC, TX, UT, VA & WI 1120 Editions AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NY (includes NYC**), OK, PA, SC, TX, UT, VA & WI Bookmarks Add notes and easily return to questions later New! My Forms Go to forms in your return quickly and easily New for 2012 * Prices do not include S&H charges ** See Web site for a complete list of city forms 2012 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 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 TaxACT & 2nd Story Software Critically acclaimed for quality and affordability year after year, TaxACT is the second most visited online destination for tax preparation services 1. Since 2000, TaxACT Online has assisted with more than 38 million e-filed Federal returns. In the 2005 tax season, TaxACT became the first to offer free Federal tax software and free e-file to all American taxpayers. 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 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. In January 2012, 2nd Story Software and TaxACT were acquired by Blucora, Inc. [NASDAQ: BCOR]. Blucora also operates InfoSpace, a leading provider of white label search and monetization solutions. 1. According to collective week end reports released by Hitwise during the 2005, 2006, 2007, 2008, 2009, 2010 and 2011 tax seasons Tax Year Media Guide 15

Contact Us www.taxact.com 2nd Story Software, Inc. 1425 60th St.

com For a digital copy of this guide, press releases, more product information, and screen shots, visit www.taxact.

16 Contact Us 2nd Story Software, Inc th St. NE, Suite 300 Cedar Rapids, IA Jessi Dolmage Public Relations & Creative Solutions p: (319) x2193 e: For a digital copy of this guide, press releases, more product information, and screen shots, visit Sales (319) Fax: (319) Technical Support & Tax Help (319) Social Media Mobile site TaxACT s Tablet App TaxACT Central blog.taxact.com m.taxact.com For TaxACT System Requirements, please visit our Web site nd Story Software All rights reserved.

2010 Tax Year Media Guide

2010 Tax Year Media Guide 2010 Tax Year Media Guide 1 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