Do unused Credits roll over?
Yes, with plan-specific limits (e.g., annual pools with rollover caps).
Filed prevents waste while avoiding stockpiles. Depending on plan, unused Credits can roll forward within stated caps and expire at renewal. In-product usage ledgers and alerts keep teams informed well ahead of renewal dates.
credit rollover, annual pool, usage ledger
Pre-Season Pricing
1040s starting from $45 per return
Limited-time early pricing for the 2026 tax season




