How Do I Get a Refund from TaxAct?

There are several ways to request a refund from TaxAct. It's important to have the proper information available when you submit your request, not matter which way you chose to request your refund. If you have any challenges requesting your refund or inquiring about the progress of your refund, you can always call the TaxAct customer service desk.

Have you ever filed your taxes using TaxAct? If so, this post will give you some insight into the company and how they deal with refunds. TaxAct is a tax preparation software that can be accessed online or through an app. You can use it for free if you don't have any complicated situations like investments, rental properties, etc. For those who do have these types of complexities, there's a paid version that includes additional help and guarantees accuracy. But how can you get a refund from TaxAct when need be?

Request a Refund Via the Website

Log-in to the TaxAct website and click on the "Contact Us" link. From there, enter your name and email address. Fill out the required information, such as how you would like to be contacted by TaxAct and what type of refund request you are submitting (if it is not already listed). Then, click on the "Continue" button to send your request.

Write an Email Request

Email is another way that you can submit a refund request. First. navigate to Tax Act's homepage. Click on the "Contact Us" tab on the website to bring up a form with options for contacting TaxAct. Select the "Email Request" option and fill out your contact information, as well as what kind of request you are submitting. Then, click the "Continue" button to send the email.

Call Customer Service

Call TaxAct customer service directly and ask for a refund. You can find the contact information on the website, just under the "Contact Us" heading. When using this option, the customer service agent may request your name and contact details. Don't give the agent any information you're not comfortable sharing.

Send a Letter

If you cannot submit an online request or do not want to contact TaxAct via email, you can send a letter by postal mail. Include your name and address, as well as the refund that you are requesting. Be sure to include the specific reason you are filing the refund request in the letter.

Additionally, do not neglect to follow up on the refund you are requesting. Although it may take some time, you must get in touch with TaxAct to ensure that they have received your refund request.

How Can You Track Your Refund?

The TaxAct website can help you track your refund. By going to the website and entering your log-in information, you will see what stage the refund is currently in. If it has been approved, you will also see a list of documents used for the tax return. If you have not received your refund after 30 days of submitting your request, you can contact TaxAct to find out about the next step.

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Christian has been writing about long hold times and customer service call center experiences since 2010. He's been featured in Bloomberg, the Wall Street Journal and the Boston Globe.

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Guide to getting a refund from TaxAct
How to request a refund from TaxAct

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