TaxAct Reviews

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Longtime TaxAct user whose e-file account was wrongly flagged as a tax pro. After many calls and emails with no response, they asked for a refund and switched to a competitor; the phone reps were nice but the issue went unfixed.

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Confused by TaxAct's vague pay-later notice after filing, they were still billed by the IRS; two TaxAct phone reps explained that card payment must now be started by the taxpayer on the IRS site.

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Used TaxAct online for over a decade without trouble, but this year their return showed as in progress and never reached the IRS. Customer service later admitted an error on their end, yet they swore off online tax services.

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Had the confusing Worldpay pay-later issue after filing with TaxAct, tried to call on tax day but the phone line was not taking calls due to high volume, so they paid on the IRS site by bank account.

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Used TaxAct for many years but had to phone support this season over a documented feature that was missing. The rep had an attitude and got irritated at questions, so they discourage using TaxAct.

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Hit the same false account suspension message right after filing with TaxAct, was told their product has no email support, deleted the return and moved to another service, calling the customer service terrible.

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They personally use TaxAct for their own filing but describe its user interface as very unique, suggesting it takes some getting used to compared with other tax software.

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Four-year TaxAct user who calls it never user-friendly and says this year a bug in SALT calculations forced them to amend a state return on paper, leaving them ready to give up on it.

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Tried TaxAct for their S corp returns over two years but found the state side lacking; tech support could not fix the bugs before the deadline, though they may use it again to double-check and e-file.

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Trusts TaxAct to calculate their return correctly and used its Stock Assistant for investment sales, but finds the manual data entry of every 1099 row very tedious and wanted software that imports better.

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Bought TaxAct using an affiliate link and card offer to save money, but was unhappy that the home and S-corp bundle price roughly doubled, and planned to buy earlier next year.

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Long-time TaxAct user who found the price ballooned this year and was only revealed at the very end with add-ons, so they switched to a cheaper service and got the same return.

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Used TaxAct online to e-file a past-year return; the screen froze, business expenses were wrong, and the return was later marked printed and not e-filed with a damaged PDF. They called it a horrible experience.

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They use TaxAct for business returns with depreciation and other schedules, noting it carries data through to the next year but can be a little buggy, and say it is all they have ever known.

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Uses TaxAct Professional for about 300 returns a year, including clients with multi-state returns, several Schedules D/E and foreign income, and has had no major issues.

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Electronic filing was submitted several times with transmission problems and no confirmation emails or texts, and an 'Invalid Return Received' email suggested updating the software though no update was available.

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Interview prompts around a Backdoor Roth conversion led TaxAct to claim a partial IRA deduction during the phase-out after a wrong answer, a result that differed from TurboTax.

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Filed a joint return with a self-employed spouse on TaxAct, TurboTax, H&R Block and FreeTaxUSA to compare; TaxAct matched H&R Block closely and cost less than TurboTax, but they chose FreeTaxUSA.

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Importing many tiny IBIT fee transactions produced hundreds of missing cost-basis warnings that had to be reviewed one by one, with no way found to batch them.

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Tried TaxAct for a 2025 return needing kiddie tax for a non-dependent child in California; the software asked for parents' state form info and did not seem to handle the case, so they considered another product.

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Long-time TaxAct user with no problems over many years; notes that the software sends a notification when a return is submitted and another when it is accepted.

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Ran into the same state e-file signature problem with TaxAct, and support only told them to print a form from the Print Center, which did not fix it, so they expected to mail the return.

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Used TaxAct for years and was surprised this year by an unexplained Worldpay pay-later notice and no payment pulled as usual; they distrusted handing card details to an unknown third party.

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Long-time TaxAct user whose state return was rejected over a confusing signature option. Two support calls ran for a long time without a fix and left them frustrated, calling the reps incompetent.

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Got the erroneous suspended-account message while filing with TaxAct; support replied that the account was not suspended and the return was transmitted to the IRS, which they took as an internal TaxAct error.

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Filed with TaxAct and got an acceptance notice saying they chose to pay through Worldpay later, with no voucher and vague instructions, leaving them unsure how or when to pay the balance owed.

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Owner of three LLCs (two C-corps and an S-corp) who prepares all the business returns plus their personal return with K-1s themselves using TaxAct Self Employed.

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First-year TaxAct user filing only federal who kept failing at the AGI and five-digit PIN step to e-file, despite entering the correct prior-year AGI, and could not get through.

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Used TaxAct with a very large number of stock transactions and found its electronic brokerage import choked on the volume, so they switched to entering summary data instead.

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Used a referral discount on TaxAct to import their prior-year return and prepare a federal self-employed return at a reduced price, and expected extra savings from a card offer.

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Has used TaxAct for about ten years and is getting tired of it, though they like having everything in one place; considering switching to another service.

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A CPA who chose TaxAct to file their partnership and S-corp business returns (one return per entity) alongside H&R Block for personal, and says it worked perfectly for their needs.

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Used TaxAct for an extension and the return; at filing it forced Form 2210 and offered no safe harbor waiver reason. They filed anyway requesting penalty abatement and the return was accepted.

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Dislikes the printing and depreciation handling; they haven't figured out how to print the depreciation report and Schedule A with the return or set that as a default.

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Amending past years in TaxAct to enter peer-to-peer lending 1099-B losses on Form 8949; found the process confusing, saw the loss deduction capped, and called TaxAct's instructions very poorly done.

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First-time TaxAct user filing a simple return with a rental property; federal and state were e-filed and accepted within minutes, after one federal rejection from a simple typo.

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Switched to TaxAct from another service for the first time and found it confusing, with big unexpected owed amounts showing before filing. They said they would not use it again after a stressful experience.

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Has used several tax programs over the years and finds TaxAct skips some prompts, such as confirming dependents, which can drop the child tax credit, so they cross-check numbers against TurboTax before filing there.

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Filed with TaxAct on April 13 and ran into the same confusing Worldpay pay-later notice that other filers described in the thread.

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Filed through TaxAct and hit the same unclear Worldpay pay-later problem; they also found that TaxAct's help page returns nothing when searching for Worldpay.

Summary of a Reddit comment

Enterprise edition handles multi-state returns and Forms 706 and 709 easily while letting four preparers work on returns together.