User Guide Table Of Content
General Information
How do I contact Technical
Support
I don't remember my password. How can I
recover my password to log-in?
Is my password case sensitive?
How do I check the status of my e-filing return(s)?
Can I start my return and finish it at another time?
Can my tax return information be transferred to next year's return?
How long can my tax return information be kept at 1040Now?
Can I prepare part-year or non resident state returns?
Are the calculations in the tax returns prepared at 1040Now
guaranteed to be accurate?
Is my tax return information going to be private and secure?
What are the minimum system requirements for using the products and
services at 1040Now?
What is e-filing?
Can I print my return and mail it in rather than file it
electronically?
What information do I need to prepare my tax return on 1040Now.com?
Can I file my state return on 1040Now.com?
Do I need to download anything to use the 1040Now Online Service?
Is 1040Now an authorized IRS e-file provider?
How can I change the information on my tax return or correct a
mistake I made?
How do I get my refund or pay any tax liabilities I owe if I file
electronically?
How do I enter the direct deposit information?
Is 1040Now telephone support available?
Tax
Preparation
How many
tax returns can I prepare?
How do I start another tax return?
Why did my session expire?
What if I forgot my password?
What if I can’t remember my password with my password hint?
Can I open more than one (1) user account?
What are the 1040 forms supported by 1040Now?
Where do I enter the information from Form 1098-T?
Electronic
Filing
My
return has been rejected, how do I correct it?
What is my e-file Declaration Control Number (DCN)?
I did not receive my state tax efile confirmation
My state tax direct deposit information is not correct
List of all
E-File Errors
Error codes 522, - My birthday or my spouse's birthday
does not match the IRS master file
Error codes 679, 680, 681, 682 - Authentification Record
What forms do I need to mail into the IRS after doing the
electronic e-file?
General Information
Contact Us?
Technical Support: cs@1040now.com
Sales Support: cs@1040now.com
Telephone Support: Not Available
How do I contact Technical Support?
Technical Support may be reached by logging on to your account and
click on "Online Support"
In order for us to provide you with prompt and accurate service, please include
the following information:
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Your 1040Now User Name.
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Browser software type and version.
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Type of Internet connection (modem dial-up, cable, DSL, etc.) .
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Detailed description of the issue(s).
I don't remember my password. How can I
recover my password to log-in?
Due to security reasons, you can only request for your password hint.
Click "Online Support", select option 1. If you can not remember your
password with your password hint, you may request option 4 to recover
your account information. To request for your password hint, you need either
your user name or your e-mail address registered with your account.
Is my password case sensitive?
Yes. The password must meet the following requirements: 8 characters or more, at least one lowercase character, at least one uppercase character, at least one number and at least one symbol (e.g. !@#$).
How do I check the status of my e-filing return(s)?
You need to login to your account to check the e-filing status of your tax
return.
Can I start my return and finish it at another time?
1040Now automatically saves your information as you complete each step. You may
return to work on your tax return at any time by Login to 1040Now Online with
your username and password. You will be automatically brought back to where you
were the last time you logged in.
Can my tax return information be transferred to next year return?
Yes, any information which can be transferred from one tax year to the next will
be done automatically.
How long can my tax return information be
kept at 1040Now?
You can access your tax return information until October 15 of the tax filing
year. You should print out a copy of your tax return or save the return in
Adobe® Acrobat® (*.pdf) format before this date. After this date, you may need
to contact the IRS for a copy or transcript of your tax return.
Can I prepare part-year or non resident state returns?
Part-year or non resident state returns may
not be available for some states. Check "Federal / State Tax Forms"
for availability.
Are the calculations in the tax
returns prepared at 1040Now guaranteed to be accurate?
The tax preparation software engine at 1040Now has been tested for accuracy with
the I.R.S. If you are assessed an IRS penalty and/or interest due to a
calculation error by 1040Now, we will pay for your penalty and/or
interest subject to applicable laws and conditions. Contact us for more
information about this guarantee.
Is my tax return information going to be private and secure?
Yes. Privacy and Security are our top priorities at 1040Now. We
employed industry-standard Secure Socket Layers (SSL) protocol which provides
data encryption, message integrity, and server authentication when your data is
transmitted to us. When you see a small lock in the bottom right or left corner
of your browser window, you know your data is being encrypted for transmission.
Your personal information is never viewed by any employee at 1040Now unless
prompted by you, and we never sell or rent your information for
commercial purposes. For more information about our commitment to privacy and
security, please see our Privacy
Policy.
What are the minimum system requirements for using the products and
services at 1040Now?
1040Now requires the following:
Windows ®
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Any Windows Version
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Internet Explorer, Microsoft Edge, Google Chrome, Firefox and any other web browser.
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Your browser must be set up to accept cookies, Java, and JavaScript.
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Adobe® Acrobat® Reader® required. Adobe Acrobat Reader is available free of
charge.
Macintosh ®
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Macintosh® system 8.0 or greater.
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Internet Explorer 5.0 or higher, Netscape Navigator 4.06 or higher.
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Your browser must be set up to accept cookies, Java, and JavaScript.
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Adobe Acrobat Reader required.
What is e-filing?
E-Filing or electronic filing is a convenient and quick way of sending your tax
returns to the I.R.S. by using an on-line tax preparation site like 1040Now or
other service providers. Your return is securely transmitted by 1040Now
directly to I.R.S. computers for processing. You do not need to mail anything
to the I.R.S. The I.R.S. will notify 1040Now whether your tax return(s) has
been accepted and, in turn, you can access to the e-filing page for the status
of your tax return(s).
Can I
print my return and mail it in rather than file it electronically?
If you do not want to e-file your return, you can print and mail your return
FREE of charge. You will need Adobe® Acrobat® Reader® to view and print your
tax return. Your return can be printed on regular paper with the format that
I.R.S. accepts.
Problem with view/print tax forms: For Apple Users, open the Finder window and
in the User location choose Downloads. Once the icons pop up, look for the
files with the .aspx extension. Right-click (or control-click) one of them.
Click on Open with, then click Other. Scroll through until you see Adobe
Reader, and click it. Most importantly, check the little box at the bottom of
the window that says "Always open with". Click the Open button, and it will
open in Adobe Reader. I did this with about 5 files, and then it started
listing Adobe Reader in the "Open with" bar on its own. I tested it by trying
to download a new .aspx file, and it worked!
What information do I need to prepare my tax
return on 1040Now.com?
You need the same information as if you file a traditional paper return. We
have a Tax Filing checklist that you can refer to in the process of gathering
information to prepare your tax return.
Can I file my state return on 1040Now.com?
Yes, you can file your tax return after you complete preparation
of your federal tax return. Some states require state tax return filed at the
same as the federal tax return. Refer to "Federal and State Tax Forms" for
more details.
Do I need to download anything to use the 1040Now Online
Service?
No, you do not need to download any other software. The only software you
need for viewing and printing of your tax return is Adobe® Acrobat® Reader® as
stated above.
Is 1040Now an authorized IRS e-file provider?
1040Now undergo extensive testing with the I.R.S. before being accepted as an
authorized I.R.S. e-file provider. The I.R.S. requires testing to ensure that
the tax preparation software engine calculates tax liabilities accurately and
transmits tax returns electronically in the correct format and meets the I.R.S.
e-filing specifications.
How can I change the information on my tax return or correct a
mistake I made?
You can change the information you have entered as long as the tax return has not
been accepted by the I.R.S. After the tax return has been accepted by the
I.R.S., you will have to file an amended return (federal form 1040X) and/or
appropriate amended tax return form with your state authority.
How do I get my refund or pay any tax liabilities I owe if I file
electronically?
The same way as if you file a paper return. If you expect a refund, you can
select direct-deposit into your bank account. Otherwise, the I.R.S. will mail
you a check.
If you owe taxes, you can send a check with a voucher or have the payment
withdrawn from your bank account.
How do I enter the
direct deposit information?
Click on "Print/File". "Print/File Federal
Tax Return" screen appears. Select option "1", then click "Next". "Tax Refund
Options" screen appears. Select option "1", then "Next". "Direct Deposit
Information" screen appears.
Is 1040Now telephone
support available?
1040Now telephone technical support is available
for a fee. Click "Online Support" to request telephone technical support.
Tax Preparation
How many tax returns can I prepare?
There is a maximum of 5 tax returns allowed per user account. There is no
limitation for professional paid preparers.
How do I start another tax return?
Click "Start", "Start Tax Return" screen appears. Click "Start a new tax
return".
Why did my session expire?
Due to security reasons, 1) a session expires if it is idle without any activity
within 5 minutes; 2) maximum time allows for a session is 2 hours. You may
login back to your account immediately to start a new session.
What if I forgot my password?
Click on "Forgot your password". Enter either username or e-mail address. Click
on "Submit" to retrieve your password hint.
What if I can’t remember my password with my password hint?
You may request for your username and password recover for a fee. Click
"Online Support".
Can I open more than one (1) user account?
Yes, you may open more than one user account for you and your family and
friends. Each user account requires a different user name and e-mail address.
Due to IRS regulation, for self-preparer, you may prepare up to 5 tax returns
per user account. This limitation does not apply to paid preparer account.
What are the 1040 forms supported by 1040Now?
1040Now support most of the 1040 forms, statements and worksheets. Click on
"Federal and State Tax Forms".
Where do I enter the information
from Form 1098-T?
This information may be entered on either a) line 3 of
"Other Deductions/Payments" under "Deductions" or b) Education
Credit under "Tax/Credits".
Electronic Filing
My return has been
rejected, how do I correct my tax return?
Login and open your tax return. Click on
"Print/File". "Print/File Federal Tax Return" screen appears. Select option to
correct rejected tax return. "Error Codes" screen appears. Review your
error code and description. Correct each e-file error; resubmit your tax return
upon completion.
Form 8453-OL IRS Mailing
Address?
This form is no longer valid. All online returns must be
electronically signed by either last year AGI or self selected PIN
Error Code 522 -
My birthday or my spouse's birthday does not match the IRS master
file
If your birthday in the taxpayer
information sheet and, if filing a joint return, your spouse's birthday in
the spouse information sheet are correct, it is possible that your birthday or
your spouse's birthday does not match the IRS master file. Please contact
the IRS to verify their master record. You may have to file a paper return.
Error Codes 680, 681,
679, 676 - Authentification Record
Login and open your tax return, click on
"Print/File". "Print/File Federal Tax Return" appears. Select option "3",
click "Next". Authentification Page appears:
1) Make sure your prior year AGI and,
if filing a joint return, your spouse's prior year AGI are correct. If you are
not sure, you may file your tax return without prior year AGI information.
Check mark line 1. You may want to contact the IRS for your prior year AGI
information.
2) Make sure your self-selected PIN and, if
filing a joint return, your spouse self-selected PIN are correct. A valid
self-select PIN consists of 5 digits. Letters and all zeros are not allowed.
What forms do I need to
mail into the IRS after doing the electronic e-file?
Form 8453-OL is no longer
valid. There is no form to mail into the IRS since all online returns must
be electronically signed by last year AGI or PIN.
Form 4136 Type Of Use
Table
The following table lists the nontaxable
uses of fuels. You must enter the number from the table in the Type of use
column on Form 4136.
No. Type of Use
01 - On a farm for farming purposes
02 - Off-highway business use (for business use other than in
a highway vehicle registered or required to be registered for highway use)
03 - Export
04 - In a boat engaged in commercial fishing
05 - In certain intercity and local buses
06 - In a qualified local bus
07 - In a bus transporting students and employees of schools
(school buses)
08 - For diesel fuel and kerosene (other than kerosene used in
aviation) used other than as a fuel in the propulsion engine of a train or
diesel-powered highway vehicle (but not off-highway business use)
09 - In foreign trade
10 - Certain helicopter and fixed-wing aircraft uses
11 - Exclusive use by a qualified blood collector
organization
12 - In a highway vehicle owned by the United States that is
not used on a highway
13 - Exclusive use by a nonprofit educational organization
14 - Exclusive use by a state, political subdivision of a
state, or the District of Columbia
15 - In an aircraft or vehicle owned by an aircraft museum
16 - In military aircraft
Types of use 13 and 14. Generally, claims for sales of diesel fuel, kerosene,
kerosene for use in aviation, gasoline, or aviation gasoline for the exclusive
use of a state or local government (and nonprofit educationa organization for
gasoline or aviation gasoline) must be made following the order below.
General
Instructions:
It is very important that you read
the instructions, enter the correct information, and follow step by step
to prepare your return accurately. The system will automatically generate
the correct Forms 1040, 1040A, 1040-EZ, EIC, Child Tax Credit, etc. for you.
(a) This is the first step, Information,
of six main Tax Preparation Steps displayed above in
sequence as direct links. At the end of each step, click Next and you
will be guided to the next steps or topics.
(b) After
you complete entering data for your return, you can click or will be
guided to Print/E-File step, where you can enter bank info for refund
direct deposit or tax due payment option,
(c) View or Print your return,
(d) Submit your return for E-Filing, and
(e) Prepare your state return.
Note: If cent amounts
are entered, they will be automatically rounded to the nearest dollars.
All data, SSN, Last Name, Date of Birth, etc. must match information
from your Social Security Card. Your return will be rejected
if any information does not match with Social Security Administration
(SSA) data.
Please log back into your account 24-72 hours
after submission and make sure that your return has been accepted.
State Tax
Refund Status:
Federal
Tax Refund Status
AL Tax Refund Status
AR
Tax Refund Status
AZ Tax Refund Status
CA Tax Refund Status
CO
Tax Refund Status
CT Tax Refund Status
DC Tax Refund Status
DE Tax Refund Status
GA
Tax Refund Status
HI Tax Refund Status
IA Tax Refund Status
ID Tax Refund Status
IL Tax Refund Status
IN Tax Refund Status
KS
Tax Refund Status
KY Tax
Refund Status
LA
Tax Refund Status
MA Tax
Refund Status
MD Tax Refund Status
ME Tax Refund Status
MI Tax Refund Status
MN Tax Refund Status
MO
Tax Refund Status
MS
Tax Refund Status
MT Tax
Refund Status
NC Tax Refund Status
ND
Tax Refund Status
NE
Tax Refund Status
NJ
Tax Refund Status
NM
Tax Refund Status
NY Tax
Refund Status
OH Tax Refund Status
OK Tax
Refund Status
OR
Tax Refund Status
PA Tax Refund Status
RI
Tax Refund Status
SC
Tax Refund Status
UT
Tax Refund Status
VA Tax Refund Status
VT Tax
Refund Status
WI
Tax Refund Status
WV Tax
Refund Status
Testimonials
Hello
I did my taxes on your website and recieved my refund very quickly I may add,
Thank you SOOO much. But I was curious as to where do I need to mail my federal
W2 copy or do I even need to mail it anywhere at all?
I plan on using your website next year also.
Thank you for such a Quick refund
User #654125 USA
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can not seem to print a copy of my ny state tax form.Tried all your sugestions.
Still can not display or print state tax form. I had no trouble displaying or
printing federal form. Home phone ***-***-****. Any help will be greatly
appreciated.Tried another computer and had no problem displaying or printing my
state tax return. Thank you very much for your help. Will be sure to use
1040now next year due to the great service.
User #291801 Wolcott, NY
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Good Morning,
I just wanted to let you and the company know, that i appreciate your quick
responses and help along the way. Thanks so much,
User #541254 Jordan, NY
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Thank you for fixing filing error on my tax form and resubmitting. It has,
finally, been accepted. Thanks again.
User #2654248 Cavetown, MD
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thank you very much. have a blessed day.
until tax time, may the force be with you.
User #407954 Augusta, GA
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To Whom It May Concern:
My state return has been accepted. Thank you for your assistance.
User #428660 Palm Desert, CA
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I just wanted to say thank you for your help!!!!.
User #422247 Highland, IN
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Thank you. I appreciate your quick response to my concern. Enjoy your day.
User #284962 Newport Beach, CA
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I submitted a question earlier...but it didn't help my problem. My username is
***** and my pw is ********. This pw is not working. I can only think that I
may have made a typo in my entering this pw in the system, but every pw I've
tried has been incorrect. The response the online support gave was that my
return has indeed be accepted. GOOD JOB! And it gave me instructions on how to
submit my state return...which I have already finished. Can you guys tell me
what my pw is or make a new one please? I'd really like to get on and check
everything. THANKS.
User #21137592 Littleton, CO
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My WI state refund was deposited into my checking account yesterday(1/30/07). I
got it in seven days. That has never happened before. Thanks a lot.
User #6970 Milwaukee, WI
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You were such a great help & I really do appreciate it. You all are the
best.
Cathy
User #3109 Martinsburg, VA
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Thanks for your response. Yes, I see that both returns were accepted. Do you
know if I am supposed to submit a DC efile confirmation, much like I did with
the Federal return? I didn't see one print out. Thanks again for your service.
I am very happy with your product..
User #15519 Washington, DC
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Please disregard the letter I previously sent regarding the state refund I
hadn't received. I got it! My landlord had received it in her mail sometime
ago, but hadn't realized it was there. Thank you for making tax filing so
easy--I've used your services for the past two years, and I'll continue to use
it for many more years to come!!!.
User #17452 Stowe, VT
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Thanks for all your help!! I plan to use 1040now again next year. You guys are
great!
User #17452 Washington, UT
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Hooray! Both Federal and State have been accepted! Thank you all for your
wonderful time and assistance (and patience!)with my case! My family and I are
very thankful! See you next year?
User #74465 Norman, OH
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