Supported 2021 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)
• 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

• Form W-2
• Form 1095-A
• Form 1095-B
• Form 1095-C
• Form 1098
• Form 1098-C
• Form 1098-E
• Form 1098-T
• Form 1099-A
• Form 1099-B
• Form 1099-C
• Form 1099-DIV
• Form 1099-G
• Form 1099-INT
• Form 1099-K
• Form 1099-LTC
• Form 1099-MISC
• Form 1099-NEC
• Form 1099-OID
• Form 1099-Q
• Form 1099-QA
• Form 1099-R
• Form 1099-S
• Form 1099-SA
• Form 2439
• Form CSA-1099-R
• Form CSF-1099-R
• Form RRB-1099
• Form RRB-1099-R
• Form SSA-1099
• Form W-2G
• Mortgage Credit Certificate
• Schedule K-1 (Form 1041, Form 1065, Form 1120S)

Forms we file

• Form 1040
• Form 1040-SR
• Form 1040-X
• Form 1040-ES
• Form 1040-V
• Schedule 8812
• Schedule 1
• Schedule 2
• Schedule 3
• Schedule A
• Schedule B
• Schedule C
• Schedule D
• Schedule E
• Schedule EIC
• Schedule F
• Schedule H
• Schedule LEP
• Schedule R
• Schedule SE
• Form 461
• Form 982
• Form 1116
• Form 1310
• Form 2106
• Form 2120
• Form 2210
• Form 2210-F
• Form 2441
• Form 3800
• Form 3903
• Form 4136
• Form 4137
• Form 4562
• Form 4684
• Form 4797
• Form 4835
• Form 4868
• Form 4952
• Form 5329
• Form 5405
• Form 5695
• Form 5884
• Form 6251
• Form 6252
• Form 6781
• Form 7202
• Form 8283
• Form 8379
• Form 8396
• Form 8453
• Form 8582
• Form 8582-CR
• Form 8606
• Form 8615
• Form 8801
• Form 8814
• Form 8829
• Form 8839
• Form 8853
• Form 8862
• Form 8863
• Form 8867
• Form 8878
• Form 8879
• Form 8880
• Form 8888
• Form 8889
• Form 8911
• Form 8915C
• Form 8915D
• Form 8915F
• Form 8919
• Form 8936
• Form 8938
• Form 8941
• Form 8948
• Form 8949
• Form 8959
• Form 8960
• Form 8962
• Form 8995
• Form 8995-A
• Form 8995-A Schedule A
• Form 8995-A Schedule C
• Form 8995-A Schedule D
• Form 9465

View supported state tax forms

Supported credits

Common credits

• Earned Income Credit (Schedule EIC)
• Recovery Rebate Credit (EIP)
• 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)