Supported Federal Tax Forms

Types of Income Supported

Common Income

• Wages and salaries (Form W-2)
• IRA and pension distributions (Form 1099-R)
• Interest and dividend income (Form 1099-INT and Form 1099-DIV)
• Unemployment compensation (Form 1099-G)
• Social security benefits (Form SSA-1099)
• Taxable state or local refunds (Form 1099-G)
• Capital gain distributions (Form 1099-DIV)
• Sales of stocks and mutual funds (Form 1099-B)
• Capital loss carryover

Business Income

• Self-employment income (Form 1099-NEC, Form 1099-MISC, and Schedule C)
• Payment card and third-party network business sales (Form 1099-K)
• Partnership or S corporation income (Schedule K-1)
• Rental real estate income (Schedule E)
• Farm income (Schedule F)
• Farm rental income (Form 4835)
• Self-employment taxes (Schedule SE)
• Sale of business property (Form 4797)

Less Common Income

• Gambling income or losses (Form W-2G)
• Original Issue Discount income (Form 1099-OID)
• Estate and trust income (Schedule K-1)
• Seller-financed loan interest income
• Royalty income (Schedule E)
• Unreported tip income (Form 4137)
• Uncollected Social Security and Medicare Tax on Wages (Form 8919)
• Sale of home (Form 1099-S)
• Installment Sale (Form 6252)
• Cancellation of debt income (Form 1099-C or Form 1099-A)
• Tuition program distributions (Form 1099-Q)
• Long-Term Care Insurance Payments (1099-LTC)
• ABLE account distributions (Form 1099-QA)
• Child investment income (Form 8814)
• Undistributed Capital Gains (Form 2439)
• Contracts and Straddles (Form 6781)
• Clergy and church employee income

Other Income

• Alimony received
• Alaska Permanent Fund dividends
• Household employee wages
• Taxable scholarships and grants
• Net Operating Loss carryover
• Jury duty fees
• Prizes and miscellaneous income

Common Deductions Supported

Education

• Education expenses (Form 1098-T)
• Teacher (educator) expenses
• Student loan interest (Form 1098-E)

Home and Taxes

• Home mortgage interest, points, and insurance (Form 1098)
• Real estate taxes (Schedule A)
• Personal property taxes (Schedule A)
• State and local taxes (Schedule A)
• Sales tax (Schedule A)

Health and Investment

• Medical expenses (Schedule A)
• Deduction for health savings account (HSA) (Form 8889)
• Deduction for Archer medical savings account (MSA) (Form 8853)
• IRA deduction
• Investment expenses (Schedule A)
• Margin loan interest (Form 4952)

Business Deductions

• Qualified Business Income (QBI) Deduction (Form 8995 or 8995-A)
• Self-employed retirement contributions
• Depreciation expense (Form 4562)
• Home office deduction (Form 8829)

Other Deductions

• Alimony paid
• Donations to charities
• (Schedule A and Form 8283)
• Qualified Charitable Distributions (Form 1099-R)
• Employee business expenses (Form 2106)
• Gambling losses (Schedule A)
• Casualty losses (Form 4684)
• Penalty paid on early withdrawal of savings
• Jury duty repayments
• Military moving expenses (Form 3903)

Items Not Supported

• Foreign employment income (Form 2555)
• Nonresident alien returns (Form 1040NR)
• Customers or preparers living outside the United States when they file their taxes
• At-risk limitations (Form 6198)
• Casualty or theft gain or loss for business and income producing property
• Donations of high value property over $5,000 such as collectibles, equipment, or real estate*

• * We do support Form 8283, Section A, which includes donations of publicly traded securities even if the deduction is over $5,000.

Supported Federal Forms

Forms You Receive

Forms We File

View Supported State Tax Forms

Supported Credits

Common Credits

• Earned Income Credit (Schedule EIC)
• Child Tax Credit
• Additional Child Tax Credit (Schedule 8812)
• Credit for Other Dependents
• Child and Dependent Care Credit (Form 2441)
• Education Credits - American Opportunity and Lifetime Learning Credits (Form 8863)
• Refundable American Opportunity Credit (Form 8863)
• Retirement Savings Contribution Credit (Form 8880)

Less Common Credits

• Home Energy Credits (Form 5695)
• Electric Vehicle Credit (Form 8936)
• Premium Tax Credit (Form 8962)
• Adoption Credit (Form 8839)
• Mortgage Interest Credit (Form 8396)
• Elderly Credit (Schedule R)
• Foreign Tax Credit (Form 1116)*
• Excess Social Security Credit
• General Business Credits (Form 3800)
• Credit for Federal Tax Paid on Fuels (Form 4136)
• Prior Year Minimum Tax Credit (Form 8801)
• Investment Credit (Form 3468)

• * For interest and dividend income only