While we support most forms required to file an individual federal income tax return, there are some forms and business returns that are not currently supported.
If your tax situation requires one of the forms listed below, you may need to:
- File using different tax preparation software
- Prepare the return manually
- Consult a qualified tax professional
- File the required form separately with the IRS when permitted
Unsupported Individual Tax Forms
Form 8919
Uncollected Social Security and Medicare Tax on Wages
Form 8919 is used when a worker believes they were incorrectly treated as an independent contractor rather than an employee and needs to report their share of Social Security and Medicare taxes.
Status: Not supported.
Form 709
United States Gift (and Generation-Skipping Transfer) Tax Return
Form 709 is used to report taxable gifts and certain transfers made during the year.
Status: Not supported.
Form 1042-S
Foreign Person's U.S. Source Income Subject to Withholding
Form 1042-S reports certain U.S.-source income paid to foreign individuals and entities.
Status: Not supported.
Form 4029
Application for Exemption From Social Security and Medicare Taxes
Form 4029 is generally used by qualifying members of recognized religious groups seeking exemption from Social Security and Medicare taxes.
Status: Not supported.
Form 8621
Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC)
Form 8621 is used by taxpayers who own shares in certain foreign investment companies and must report income, distributions, or elections related to those investments.
Status: Not supported.
Form 3520
Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Form 8520 is used by U.S. citizens, resident aliens, domestic estates, and certain trusts that engage with foreign assets or receive high-value overseas gifts.
Unsupported Schedules
Schedule K-3
Schedule K-3 is used to report certain international tax information from partnerships, S corporations, and other pass-through entities.
Taxpayers who receive a Schedule K-3 should carefully review whether additional reporting requirements apply to their return.
Status: Not supported.
Unsupported Business and Entity Returns
Form 1065
U.S. Return of Partnership Income
Used by partnerships to report business income, deductions, gains, losses, and credits.
Status: Not supported.
Important: If you received a Schedule K-1 (Form 1065) as a partner, you can generally enter the K-1 information on your individual return. The limitation applies to filing the partnership return itself.
Form 1041
U.S. Income Tax Return for Estates and Trusts
Used by estates and trusts to report income, deductions, gains, and losses.
Status: Not supported.
Important: If you received a Schedule K-1 (Form 1041) as a beneficiary, you can generally report the K-1 information on your individual return. The limitation applies to filing the estate or trust return itself.
Form 1120-S
U.S. Income Tax Return for an S Corporation
Used by S corporations to report corporate income, deductions, and credits.
Status: Not supported.
Important: Shareholders may generally enter information from a Schedule K-1 (Form 1120-S) on their individual return. The limitation applies to filing the S corporation return.
Form 1120
U.S. Corporation Income Tax Return
Used by C corporations to report corporate income, gains, losses, deductions, credits, and to calculate any corporate income tax due.
Status: Not supported.
Important: The limitation applies to filing the C corporation return. Shareholders generally do not report corporate income directly on their individual returns unless they receive distributions, such as dividends, which are typically reported on Form 1099-DIV.
Form 990
Return of Organization Exempt From Income Tax
Used by tax-exempt organizations to report financial information and maintain exempt status.
Status: Not supported.
Form 990-T
Exempt Organization Business Income Tax Return
Used by tax-exempt organizations to report unrelated business taxable income.
Status: Not supported.
Form 900 Returns
Certain specialized business filings referred to as Form 900 returns are not supported.
Status: Not supported.
Other Unsupported Forms
Form 9325
Acknowledgment and General Information for Taxpayers Who File Returns Electronically
Form 9325 is an IRS acknowledgment document related to electronic filing and is not supported as a standalone filing form.
Status: Not supported.
What If I Need to File an Unsupported Form?
- The form must be filed separately from your individual tax return
- The return must be prepared using business tax software
- A paper filing is required
- Professional tax assistance may be beneficial
Can I Still Use the Software?
In many situations, yes.
For example:
- You can generally report a Schedule K-1 received from a partnership, S corporation, estate, or trust on your individual return.
- You can use our software for your personal Form 1040 even if a separate business or fiduciary return was prepared elsewhere.
- You may only need alternative filing methods for the unsupported form itself rather than your entire return.