Deluxe
If you do not qualify for the Simp
- You have self-employment income (including farm income)
- You received $20 or more in unreported tips in any one month
- You received income as a partner in a partnership, as a shareholder of an S corporation, or as a beneficiary of an estate or trust
- You received dividends on insurance policies if they exceed the total of all net premiums you paid for the contract
- Your taxable income is $100,000 or more
- You itemize deductions
- Your Form W-2, box 12, shows uncollected tax on tips or group term life insurance
- Your Form W-2, box 12, show a code Z
- You owe excise tax on insider stock compensation from an expatriated corporation
- You are a debtor in a Chapter 11 bankruptcy case filed after October 16, 2005
- You have an alternative minimum tax adjustment on stock you acquired from the exercise of an incentive stock option
- You owe household employment taxes
- You are claiming the adoption credit or received adoption benefits from an employer
- You are eligible for the health coverage tax credit
- You are an employee and your employer did not withhold Social Security and Medicare tax
- You had a qualified health savings account funding distribution from your IRA
- You have a net disaster loss attributable to a federally declared disaster
- You are eligible for the First-time Homebuyer Credit
State Preparation is Automatic!
After you complete your federal tax return, your information will automatically create the needed state tax return(s) based on any income you might’ve received from those states. Answer a few simple questions related to your state and you’re done. If you need more than one state, click on States in the left menu to add more.
The state fee is only $19.95, which covers as many states as you need to prepare and e-file.