Tax Forms and Schedules You May Receive / Use to Prepare Your Return
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These forms/schedules may be included as indicated below. However, if one of these documents generates an additional form/schedule that needs to be submitted with your return, please refer to the table below for product coverage.
Form W-2Wages and Tax Statement
Form 1095-AHealth Insurance Marketplace Statement
Form 1098Mortgage Interest Statement
Form 1098-CContributions of Motor Vehicles, Boats and Airplanes
Form 1098-EStudent Loan Interest Statement
Form 1098-TTuition Statement
Form 1099-INT*Interest Income (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-DIV*Dividends and Distributions (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-OID*Original Issue Discount (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-G*Unemployment Income and other government payments (State and Local Refund Only)
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-QPayments From Qualified Education Programs
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Tax Forms and Schedules Submitted with Your Return
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Form 1040U.S. Individual Income Tax Return
Form W-4Employee's Withholding Allowance Certificate
Schedule 1*Additional Income and Adjustments to Income (Student Loan Interest only)
Schedule 8812Additional Child Tax Credit
Schedule EICEarned Income Credit
Schedule LEPRequest for Change in Language Preference
Form 1040-ESEstimated Tax for Individuals
Form 1040-VPayment Vouchers
Form 1040-XAmended U.S. Individual Income Tax Return
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 14039Identity Theft Affidavit
Form 2120Multiple Support Declaration
Form 2210/2210AIUnderpayment of Tax/Annualized Income
Form 4506Request for Copy of Tax Form
Form 4852Substitute for Form W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 8332Release of Claim to Exemption for Child of Divorced or Separated Parents
Form 8379Injured Spouse Allocation
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8822Change of Address
Form 8857Request for Innocent Spouse Relief
Form 8862Information to Claim Certain Refundable Credits After Disallowance
Form 8888Direct Deposit of Refund
Form 9465Installment Agreement Request
* Only a portion of the form/schedule may be covered, as explained in the above tables.
Tax Forms and Schedules You May Receive / Use to Prepare Your Return
Free Edition
–
Live Basic
Deluxe
–
Live Deluxe
Premium
–
Live Premium
These forms/schedules may be included as indicated below. However, if one of these documents generates an additional form/schedule that needs to be submitted with your return, please refer to the table below for product coverage.
Form W-2Wages and Tax Statement
Form 1095-AHealth Insurance Marketplace Statement
Form 1098Mortgage Interest Statement
Form 1098-CContributions of Motor Vehicles, Boats and Airplanes
Form 1098-EStudent Loan Interest Statement
Form 1098-TTuition Statement
Form 1099-INT*Interest Income (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-DIV*Dividends and Distributions (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-OID*Original Issue Discount (If 1099-DIV/INT/OID combined is <=$1500)
Form 1099-G*Unemployment Income and other government payments (State and Local Refund Only)
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-QPayments From Qualified Education Programs
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Form 1099-INT*Interest Income (If 1099-DIV/INT/OID combined is >$1500)
Form 1099-DIV*Dividends and Distributions (If 1099-DIV/INT/OID combined is >$1500)
Form 1099-OID*Original Issue Discount (If 1099-DIV/INT/OID combined is >$1500)
Form 1099-G*Unemployment Income and other government payments (Entire Form)
Form 1099-AAcquisition or Abandonment of Secured Property
Form 1099-CCancelation of Debt
Form 1099-MISCMiscellaneous Income
Form 1099-NECNon Employee Compensation
Form 1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSA
Form W-2GCertain Gambling Winnings
Schedules K-1 (Form 1041)Estates and Trusts
Schedules K-1 (Form 1065)Partner's Share of Income, Credits, Deductions
Schedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc.
Schedules K-3 (Form 1065)Partner's Share of Income, Deductions, Credits, etc.-International
Schedules K-3 (Form 1120S)Shareholder's Share of Income, Credits, etc-International
Form 1099-BProceeds from Broker Transactions
Tax Forms and Schedules Submitted with Your Return
Free Edition
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Deluxe
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Premium
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Form 1040U.S. Individual Income Tax Return
Form W-4Employee's Withholding Allowance Certificate
Schedule 1*Additional Income and Adjustments to Income (Student Loan Interest only)
Schedule 8812Additional Child Tax Credit
Schedule EICEarned Income Credit
Schedule LEPRequest for Change in Language Preference
Form 1040-ESEstimated Tax for Individuals
Form 1040-VPayment Vouchers
Form 1040-XAmended U.S. Individual Income Tax Return
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 14039Identity Theft Affidavit
Form 2120Multiple Support Declaration
Form 2210/2210AIUnderpayment of Tax/Annualized Income
Form 4506Request for Copy of Tax Form
Form 4852Substitute for Form W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 8332Release of Claim to Exemption for Child of Divorced or Separated Parents
Form 8379Injured Spouse Allocation
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8822Change of Address
Form 8857Request for Innocent Spouse Relief
Form 8862Information to Claim Certain Refundable Credits After Disallowance
Form 8888Direct Deposit of Refund
Form 9465Installment Agreement Request
Schedule 1*Additional Income and Adjustments to Income (Entire Schedule)
Schedule 2Additional Taxes
Schedule 3Additional Credits and Payments
Schedule AItemized Deductions
Schedule BInterest and Dividend Income
Schedule C*Profit or Loss from Business (Income only)
Schedule SESelf-Employment Tax
Schedule HHousehold Employment Taxes
Schedule RCredit for Elderly or Disabled
Form 1116/AMTAMT Foreign Tax Credit/Foreign Tax Credit
Form 2106Employee Business Expenses
Form 2441Child and Dependent Care Expenses
Form 2555Foreign Earned Income
Form 3903Moving Expenses
Form 4137Tax on Unreported Tip Income
Form 4562Depreciation and Amortization
Form 4684Casualties and Theft
Form 4952/AMTAMT Investment Interest Expense Deduction/Investment Interest Expense Deduction
Form 4972Tax on Lump-Sum Distributions
Form 5329Additional Taxes on Qualified Plans (including IRAs)
Form 5405First-Time Homebuyer Credit and Repayment of the Credit
Form 5695Residential Energy Credits
Form 6251Alternative Minimum Tax
Form 8283Non-cash Charitable Contributions
Form 8396Mortgage Interest Credit
Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations
Form 8606Nondeductible IRAs
Form 8615Tax for Certain Children who have Unearned Income
Form 8801Credit for Prior Year Minimum Tax
Form 8814Parents' Election To Report Child's Interest and Dividends
Form 8815Exclusion of Interest from Series EE and I U.S. Savings Bonds
Form 8834Qualified Electric Vehicle Credit
Form 8839Qualified Adoption Expenses
Form 8853Archer MSAs and Long-Term Care Insurance Contracts
Form 8859Carryforward of D.C. First-Time Homebuyer Credit
Form 8863Education Credits
Form 8880Credit for Qualified Retirement Savings Contributions
Form 8889Health Savings Account
Form 8910Alternative Motor Vehicle Credit
Form 8911Alternative Fuel Vehicle Refueling Property Credit
Form 8915FQualified Disaster Retirement Plan Distribution and Repayments
Form 8919Uncollected Social Security and Medicare Tax on Wages
Form 8936Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8938Statement of Specified Foreign Financial Assets
Form 8958Allocation of Community Property Amounts
Form 8959Additional Medicare Tax
Form 8960Net Investment Income Tax
Form 8962Premium Tax Credit
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 8994Employer Credit for Paid Family and Medical Leave
Form 8995Qualified Business Income Deduction
Form 8995-AQualified Business Income Deduction Simplified Computation
Form 8995-A Sch ASpecified Service Trades or Businesses
Form 8995-A Sch BAggregation of Business Operators
Form 8995-A Sch CLoss Netting and Carryforward
Form 8995-A Sch DSpecial Rules for Patrons of Agricultural or Horticultural Cooperatives
Form SS-4Application for Employer Identification Number
Schedule C*Profit or Loss from Business (Entire Schedule)
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss, including rental property
Schedule FProfit or Loss from Farming
Schedule JIncome Averaging for Farmers and Fishermen
Form 2210-FUnderpayment of Estimated Tax by Farmers and Fishermen
Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 3468Investment Credit
Form 3800General Business Credit
Form 4136Credit for Federal Tax Paid on Fuels
Form 4255Recapture of Investment Credit
Form 4797Sales of Business Property
Form 4835Farm Rental Income and Expenses
Form 6198At-Risk Limitations
Form 6252Installment Sale Income
Form 6781Gains/Losses from Section 1256 Contracts and Straddles
Form 8586Low-Income Housing Credit
Form 8824Like-Kind Exchange
Form 8949Sales and Other Dispositions of Capital Assets
Form 8829Expenses for Business Use of Your Home
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8941Credit for Small Employer Health Insurance Premiums
* Only a portion of the form/schedule may be covered, as explained in the above tables.