Types of Income/1099's Supported
- W2 ( Wage and Tax Statement )
- W2-G ( Certain Gambling Winnings )
- 1099-MISC ( Miscellaneous Income )
- 1099-R ( Distributions from pensions, IRAs, etc )
- 1099-INT ( Interest Income )
- 1099-DIV ( Dividends and distributions )
- 1099-G ( Unemployment compensation )
- 1099-OID ( Original Issue Discount )
- 1099-B ( Brokerage Statement )
- 1098-T (Tuition and Fees statement)
- 1098-E ( Student Loan Interest Statement )
- SSA-1099 { Social Security Benefits )
- See our State page for State support
Forms We Support
- IRS Form 1040-EZ
- IRS Form 1040-A
- IRS Form 1040
- IRS Schedule A ( Itemized Deductions. Mortgage Interest, Medical Expenses, Income Taxes, etc )
- IRS Schedule B ( Interest and Dividend Income)
- IRS Schedule C ( Net Profit/Loss From Business - Sole Proprieto. We support a subset of Schedule C)
- IRS Schedule D ( Capital Gains/Losses )
- IRS Schedule EIC ( Earned Income Credit )
- IRS Schedule R ( Credit for Elderly and Disabled )
- IRS Schedule SE ( Self-Employment Tax )
- IRS Schedule L ( Standard Deduction for Certain Filers -Real Estate Taxes, New Vehicle Tax)
- IRS Schedule M ( Making Work Pay and Govt Retiree Credits)
- IRS Schedule 3 ( Credit for Elderly or Disabled )
- IRS Form 2106-EZ ( Unreimbursed Employee Business Expenses )
- IRS Form 2441 ( Child and Dependent Day Care )
- IRS Form 5405 ( First Time Home Buyer Credit)
- IRS Form 6251 ( Alternative Minimum Tax)
- IRS Form 8903 ( Moving expenses )
- IRS Form 8283 ( Noncash Charitable Contributions )
- IRS Form 8812 ( Additional Child Tax Credit )
- IRS Form 8863 ( Hope, Lifetime Learning, and American Opportunity Tuition Credits )
- IRS Form 8880 ( Qualified Retirement Savings Contributions Credit )
- IRS Form 8901 ( Non Dependent Qualifying Children Information For Child Tax Credit )
- IRS Form 8917 ( Tuition and Fees Deduction )
- Estimated Tax Payments
Other Limitations
- Disability income SSA-1099 is supported ONLY if you determine that it is non-taxable using IRS Publication 915
- Childcare credit is supported for up to two caregivers or two dependents
- All W2s must have employer addresses in the United States
- 1099-MISC is supported but only for 'nonemployee compensation', box 7
- No support for filing tax returns on behalf of the Deceased
- No support for Farm income
- No support for Rental Real Estate income, Royalties, Partnerships, S Corporations, Schedule K, or Trusts
- No support for APO / FPO addressees
- Maximum 5 Interest, 5 Dividend transactions ( Schedules B )
- Maximum 10 stock transactions, 5 Long term, 5 Short term ( Schedule D )
- All returns are considered to be 'self-prepared', and we encourage you to contact a tax professional with any questions. Our software has some other minor limitations. If you have a question about our limitations, just send us an email
- State returns - we can efile some States - see our State page