👋🏼 Welcome to Ramsey SmartTax!
Whether you're new to Ramsey SmartTax or you're a veteran user, this article will troubleshoot technical issues you may experience while utilizing the software.
Let's jump in so we can get you back to filing your return pronto! 🚀
New to Ramsey SmartTax?
⭐️ Premium Members of EveryDollar
- If you are a Premium Member of EveryDollar, you may be eligible to receive a free Classic Federal return for the first year you file with Ramsey SmartTax.
- If you qualify, you will receive an email with a link to activate your Ramsey SmartTax benefit!
- Check out this article for more information.
⭐️ Financial Peace & Ramsey+ Members
If you are a Financial Peace or Ramsey+ member, you may be eligible to receive a free Federal return annually!
- Log in to your Financial Peace or Ramsey+ dashboard.
- Navigate to the Benefits section.
- If Ramsey SmartTax is listed, click the icon.
- Click on File Smarter.
- Then Activate Offer and Get Started.
- Sign in to SmartTax or create a SmartTax account.
- To learn more, follow this link.
⭐️ SmartDollar Members
- If you are a member of SmartDollar, you are eligible to receive free Federal and State tax returns.
- Please follow this link to learn more.
⭐️ New SmartTax Users (if none of the above applies)
- Follow this link to create a new Ramsey SmartTax account.
Need to file multiple Federal returns?
- Each Ramsey SmartTax account can accommodate one (1) Federal return and multiple State returns.
- Unless married, multiple individuals cannot file under a single SmartTax account/username.
- Users can create up to five (5) accounts/usernames associated with a single email address.
Cannot create a new Ramsey SmartTax account due to an error or message?
405 Error
- Access the site on a different device.
- Wait an hour and try logging in again using your normal browser.
Passwords Do Not Match
- Input the password you wish to use and click/tab to the next field.
- The error should clear, and you will be able to progress through the remaining steps to create your account.
Invalid Username or Password
- Input the username or password you wish to use and click/tab to the next field.
- The error should clear, and you will be able to progress through the remaining steps to create your account.
Username Already Taken
- Input the username you wish to use and click/tab to the next field.
- The error should clear, and you will be able to progress through the remaining steps to create your account.
- If the error does not clear, input a more unique username (with upper- and lowercase letters and numbers) to see if that helps.
Error/Issue Not Listed Above
- Access Ramsey SmartTax in a different browser than the one that is having issues.
- Open an incognito or private window in the current browser and try logging in again.
- Clear cache/cookies, then log in again to see if the issue improves.
- Access the site on a different device.
- Wait an hour and try logging in again using your normal browser.
If none of these steps resolves the issue, please let us know.
Returning Ramsey SmartTax user?
- Click this link to log in to your existing account.
Sign-In Issues?
1️⃣ General Troubleshooting Tips
- Access Ramsey SmartTax in a different browser than the one that is having issues.
- Open an incognito or private window in the current browser and try logging in again.
- Clear cache/cookies, then log in again to see if the issue improves.
- Access the site on a different device.
If none of these options work, move on to the next step to reset your credentials.
2️⃣ Reset User Credentials
If neither of these options works, scroll to the bottom of this article to the Still Need Help? section.
Need to access a prior year's tax return? Follow this link
Considerations
- If you filed the prior year return with Ramsey SmartTax, the information should be pulled forward for you, assuming the same username was used.
- If you are filing under a different username than last year, you can log into the prior year account for a copy of the prior year return.
- If you filed the prior year return using another service, you can get a transcript of the return from the IRS website. This takes about 15 minutes to complete online, and the IRS will email you the transcript showing the Adjusted Gross Income amount.
Corrections/Rejections
- If the return was not e-filed or was rejected, log in to the account and click on the tax year you wish to view under the Prior Year Returns heading.
- Select Fix Return > Continue.
- Continue to the Summary/Print screen to print a copy of the current information in the account.
Still Need Help?
If you've reached this point with no success, we apologize! This scenario is not ideal, and we wish we could have helped you reach the finish line. 😭 The good news? You are not out of options!
The best course of action is to get in touch with TaxSlayer, the company that powers Ramsey SmartTax. Their Support Team is standing by, and they'll take it from here! 🦸🏻
‼️ Important ‼️ When you reach out to TaxSlayer, please tell them that you are a Ramsey SmartTax user so that they can troubleshoot the issue properly.
Log in to your Ramsey SmartTax dashboard and click on Help & Support in the upper right-hand corner
Search for the answer to your question or search for a related issue that has already been addressed by TaxSlayer.
If an answer or solution is not available via the search, select the appropriate option to call or send a message.
Note: If you cannot log into your Ramsey SmartTax account, call (888-458-1112) or email TaxSlayer directly.