Currently Supported Tax Forms

Last updated: October 22, 2026

This article lists every tax form and document type currently supported. Forms supported for multiple tax years are noted with the applicable years; where no year is shown, all available years are supported.

Federal Forms

Primary Individual Returns

  • Form 1040 (U.S. Individual Income Tax Return)

  • Form 1040-SR (U.S. Tax Return for Seniors)

  • Form 1040-X (Amended U.S. Individual Income Tax Return)

Business & Estate Returns

  • Form 1041 (U.S. Income Tax Return for Estates and Trusts)

  • Form 1065 (U.S. Return of Partnership Income)

  • Form 1120 (U.S. Corporation Income Tax Return)

  • Form 1120-S (U.S. Income Tax Return for an S Corporation)

Wage & Income Statements

  • W-2 (Wage and Tax Statement)

  • Form W-2G (Certain Gambling Winnings)

  • Form 1098 (Mortgage Interest Statement)

  • Consolidated 1099 (Brokerage statement bundling 1099-B, 1099-INT, and 1099-DIV data)

  • Form 1099-INT (Interest Income)

  • Form 1099-DIV (Dividends and Distributions)

  • Form 1099-MISC (Miscellaneous Information)

  • Form 1099-NEC (Nonemployee Compensation)

  • Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc.)

  • Form 5498 (IRA Contribution Information)

  • Form 5498-SA (HSA, Archer MSA, or Medicare Advantage MSA Information)

Income Schedules

  • Schedule 1 (Additional Income and Adjustments to Income)

  • Schedule 1-A (Additional Deductions)

  • Schedule B (Interest and Ordinary Dividends)

  • Schedule C (Profit or Loss From Business)

  • Schedule D (Capital Gains and Losses)

  • Schedule E (Supplemental Income and Loss — Rental, Royalty, Partnership, S-Corp, Trust)

  • Schedule F (Profit or Loss From Farming)

  • Schedule H (Household Employment Taxes)

  • Schedule K-1 (Partner’s/Shareholder’s Share of Income)

  • Schedule K-1 (1120-S) - Shareholder’s Share of Income (S Corp)

  • Schedule K-1 (1041) - Beneficiary’s Share of Income (Estates/Trusts)

  • Schedule K-3 (Partner’s Share of International Transactions) — 2024, 2025

  • Schedule R (Credit for the Elderly or Disabled)

  • Schedule SE (Self-Employment Tax)

Tax & Credit Schedules

  • Schedule 2 (Additional Taxes)

  • Schedule 3 (Additional Credits and Payments)

  • Schedule A (Itemized Deductions)

  • Schedule 8812 (Credits for Qualifying Children and Other Dependents)

Additional Forms

  • Form 709 (United States Gift and Generation-Skipping Transfer Tax Return) — 2023, 2024, 2025

  • Form 1040-ES (Estimated Tax for Individuals)

  • Form 1116 (Foreign Tax Credit)

  • Form 2210 (Underpayment of Estimated Tax)

  • Form 2441 (Child and Dependent Care Expenses)

  • Form 2555 (Foreign Earned Income)

  • Form 3800 (General Business Credit)

  • Form 4562 (Depreciation and Amortization)

  • Form 4797 (Sales of Business Property)

  • Form 4952 (Investment Interest Expense Deduction)

  • Form 5329 (Additional Taxes on Qualified Plans, Including IRAs, and Other Tax-Favored Accounts)

  • Form 5695 (Residential Energy Credits)

  • Form 6251 (Alternative Minimum Tax — Individuals)

  • Form 6252 (Installment Sale Income)

  • Form 6765 (Credit for Increasing Research Activities)

  • Form 7203 (S Corporation Shareholder Stock and Debt Basis Limitations)

  • Form 7206 (Self-Employed Health Insurance Deduction)

  • Form 8283 (Noncash Charitable Contributions)

  • Form 8582 (Passive Activity Loss Limitations)

  • Form 8606 (Nondeductible IRAs)

  • Form 8801 (Credit for Prior Year Minimum Tax)

  • Form 8863 (Education Credits — American Opportunity and Lifetime Learning Credits)

  • Form 8889 (Health Savings Accounts)

  • Form 8949 (Sales and Other Dispositions of Capital Assets)

  • Form 8959 (Additional Medicare Tax)

  • Form 8960 (Net Investment Income Tax)

  • Form 8962 (Premium Tax Credit)

  • Form 8990 (Limitation on Business Interest Expense)

  • Form 8995 (Qualified Business Income Deduction)

  • Form 8995-A (Qualified Business Income Deduction — Complex)

Other Document Types

  • Equity Compensation Statements

  • MoneyGuidePro Reports

  • IRS Tax Return Transcripts

State-Specific Forms

Arizona

  • AZ Form 140 (Arizona Resident Personal Income Tax Return)

  • AZ Form 140NR (Arizona Nonresident Personal Income Tax Return)

  • AZ Form 140PY (Arizona Part-Year Resident Personal Income Tax Return)

  • AZ Schedule A (Itemized Deduction Adjustments — Full-Year Residents)

  • AZ Schedule A(NR) (Itemized Deduction Adjustments — Nonresidents)

  • AZ Schedule A(PY) (Itemized Deduction Adjustments — Part-Year Residents)

  • AZ Schedule A(PYN) (Itemized Deduction Adjustments — Part-Year Residents with Nonresident-Period Arizona Income)

  • AZ Form 140-SBI (Small Business Income Tax Return — Residents)

  • AZ Form 140NR-SBI (Small Business Income Tax Return — Nonresidents)

  • AZ Form 140PY-SBI (Small Business Income Tax Return — Part-Year Residents)

  • AZ Form 301 (Nonrefundable Individual Tax Credits and Recapture)

  • AZ Form 301-SBI (Nonrefundable Tax Credits for the Small Business Income Tax Return)

  • AZ Form 309 (Credit for Taxes Paid to Another State or Country)

  • AZ Form 355 (Credit for Entity-Level Income Tax Paid by a Pass-Through Entity)

  • AZ Form 165 Schedule K-1 (Partner’s Share — Resident/Part-Year Resident Partners)

  • AZ Form 165 Schedule K-1(NR) (Partner’s Share — Nonresident/Out-of-State Partners)

California

  • CA Form 540 (Resident Income Tax Return)

  • CA Form 540 2EZ (Resident Income Tax Return — Short Form)

  • CA Form 540NR (Nonresident or Part-Year Resident Income Tax Return)

  • CA Form 3804-CR (Pass-Through Entity Elective Tax Credit)

  • CA Schedule CA (540) (California Adjustments — Residents)

  • CA Schedule K-1 (565) (Partner’s Share of Income, Deductions, Credits, etc.)

Colorado

  • CO DR 0104 (Individual Income Tax Return) — 2024, 2025

  • CO DR 0104AD (Subtractions from Income Schedule) — 2024, 2025

Connecticut

  • CT-1040 (Resident Income Tax Return) — 2024, 2025

  • CT-1040NR/PY (Nonresident/Part-Year Resident Return) — 2024, 2025

  • Schedule CT-SI (Income From Connecticut Sources)

  • Schedule CT-1040AW (Part-Year Resident Income Allocation)

  • Schedule CT-PE (Pass-Through Entity Tax Credit)

  • Schedule CT-CHET (CHET 529 College Savings Plan Contribution)

  • CT-6251 (Connecticut Alternative Minimum Tax) — 2024, 2025

  • Schedule CT-IT Credit (Income Tax Credit Summary) — 2024, 2025

Georgia

  • GA Form 500 (Georgia Individual Income Tax Return)

  • GA Form 501 (Georgia Fiduciary Income Tax Return — Estates and Trusts)

  • GA Form 600 (Georgia Corporation Tax Return)

  • GA Form 600S (Georgia S Corporation Tax Return)

  • GA Form 700 (Georgia Partnership Tax Return)

  • GA Form IT-CR (Georgia Nonresident Composite Tax Return)

Illinois

  • IL-1040 (Individual Income Tax Return) — 2024, 2025

  • IL Schedule M (Other Additions and Subtractions) — 2024, 2025

  • IL Schedule NR (Nonresident and Part-Year Resident) — 2024, 2025

  • IL Schedule IL-WIT (Illinois Income Tax Withheld) — 2024, 2025

  • IL Schedule CR (Credit for Tax Paid to Other States) — 2024, 2025

  • IL Schedule ICR (Illinois Credits) — 2024, 2025

  • IL Schedule 1299-A (Tax Subtractions and Credits — Partnerships and S Corporations) — 2024, 2025

  • IL Schedule 1299-C (Income Tax Subtractions and Credits) — 2024, 2025

  • IL Schedule 1299-D (Income Tax Credits for Corporations and Fiduciaries) — 2024, 2025

  • IL Schedule E-EITC (Illinois Exemption and Earned Income Tax Credit) — 2024, 2025

  • IL Schedule K-1-P (Partner’s/Shareholder’s Share of Income) — 2024, 2025

  • IL-2210 (Computation of Penalties for Individuals) — 2025

  • IL-4562 (Special Depreciation) — 2025

  • IL-8453 (Individual Income Tax Electronic Filing Declaration)

Indiana (2023-2025)

  • IN Form IT-40 (Full-Year Resident Individual Income Tax Return)

  • IN Schedule 1 (Add-Backs)

  • IN Schedule 2 (Deductions)

  • IN Schedule 3 (Exemptions)

  • IN Schedule 4 (Other Taxes)

  • IN Schedule 5 (Credits, including Schedule IN-DONATE)

  • IN Schedule 6 (Offset Credits)

  • IN Schedule 7 (Additional Required Information)

Kansas (2023-2025)

  • KS Form K-40 (Individual Income Tax Return)

  • KS Schedule S (Supplemental Schedule — Modifications and Nonresident Allocation)

  • KS Schedule A (Kansas Itemized Deductions)

  • KS Form K-9 (Partnership/S Corporation Tax Paid — PTET Credit)

  • KS Schedule K-30 (Angel Investor Credit)

  • KS Form K-120S (Partnership/S Corporation Elective Pass-Through Entity Tax Return)

Maryland (2023-2025)

  • MD Form 502 (Resident Income Tax Return)

  • MD Form 502B (Dependents’ Information)

  • MD Form 502CG (Capital Gain Income) — 2025

  • MD Form 502CR (Income Tax Credits for Individuals)

  • MD Form 502R (Retirement Income)

  • MD Form 502SU (Subtractions from Income)

Massachusetts (all 2025)

  • MA Form 1 (Resident Income Tax Return)

  • MA Form 1-NR/PY (Nonresident/Part-Year Resident Return)

  • MA Schedule B (Interest, Dividends, and Short-Term Capital Gains)

  • MA Schedule C (Profit or Loss from Business)

  • MA Schedule CB (Circuit Breaker Tax Credit)

  • MA Schedule D (Long-Term Capital Gains and Losses)

  • MA Schedule DI (Dependent Information)

  • MA Schedule E (Supplemental Income and Loss)

  • MA Schedule HC (Health Care Information)

  • MA Schedule OJC (Income Tax Due to Other Jurisdictions)

  • MA Schedule X (Other Income)

  • MA Schedule Y (Other Deductions)

  • MA Schedule 4% Surtax (Millionaire’s Surtax)

Michigan

  • MI-1040 (Michigan Individual Income Tax Return)

  • MI-1041 (Michigan Fiduciary Income Tax Return — Estates and Trusts)

  • MI Schedule 1 (Additions and Subtractions)

  • MI Schedule W (Withholding Tax Schedule)

  • MI Schedule NR (Nonresident and Part-Year Resident Schedule)

Minnesota

  • MN Form M1 (Individual Income Tax Return)

  • MN Schedule M1W (Minnesota Income Tax Withheld)

  • MN Schedule M1M (Income Additions and Subtractions) — 2025

  • MN Schedule M1CR (Credit for Income Tax Paid to Another State) — 2025

  • MN Schedule NIIT (Net Investment Income Tax) — 2025

Missouri

  • MO-1040 (Individual Income Tax Return — Long Form) — 2024, 2025

  • MO-1040A (Individual Income Tax Return — Short Form) — 2024, 2025

  • Form MO-A (Individual Income Tax Adjustments) — 2024, 2025

  • Form MO-CR (Credit for Income Taxes Paid to Other States) — 2024, 2025

  • Form MO-NRI (Missouri Income Percentage — Nonresident/Part-Year)

  • Form MO-TC (Miscellaneous Income Tax Credits) — 2024, 2025

  • Form MO-PTS (Property Tax Credit Schedule)

  • Form MO-CRP (Certification of Rent Paid)

  • Form MO-PTE (Pass-Through Entity Income Tax Return) — 2024, 2025

  • Form MO-60 (Application for Extension of Time to File)

Montana (2024-2025)

  • MT Form 2 (Individual Income Tax Return)

  • MT Schedule I (Additions to Federal Taxable Income)

  • MT Schedule II (Subtractions from Federal Taxable Income)

  • MT Schedule III (Itemized Deductions)

  • MT Schedule IV (Nonresident/Part-Year Resident Ratio)

  • MT Transition Schedule — 2024

  • MT Schedule K-1 (PTE Owner’s Share of Income, Deductions, Credits, etc.)

Nebraska (2023-2025)

  • NE Form 1040N (Individual Income Tax Return — Residents, Part-Year Residents, and Nonresidents)

  • NE Form 1040N Schedules I, II, and III (Adjustments to Income, Credit for Tax Paid to Another State, Computation of Nebraska Tax)

  • NE Form 1041N (Fiduciary Income Tax Return — Estates and Trusts)

  • NE Form 1065N (Return of Partnership Income)

  • NE Form 1120-SN (S Corporation Income Tax Return)

New Jersey (all 2025)

  • NJ-1040 (Resident Income Tax Return)

  • NJ-1040NR (Nonresident Income Tax Return)

  • NJ Schedule COJ (Credit for Taxes Paid to Other Jurisdictions)

  • NJ BUS-1 Resident (Business Income Summary — Resident)

  • NJ BUS-1 Nonresident (Business Income Summary — Nonresident)

  • NJ BUS-2 Resident (Alternative Business Calculation Adjustment — Resident)

  • NJ BUS-2 Nonresident (Alternative Business Calculation Adjustment — Nonresident)

New York (all 2025)

  • NY IT-201 (Resident Income Tax Return)

  • NY IT-201-ATT (Other Tax Credits and Taxes)

  • NY IT-203 (Nonresident/Part-Year Resident Income Tax Return)

  • NY IT-203-B (Nonresident/Part-Year Resident Income Allocation)

  • NY IT-225 (New York State Modifications)

  • NY IT-196 (New York Resident Itemized Deduction)

  • NY IT-112-R (Resident Credit for Taxes Paid to Other States)

  • NY IT-2 (Summary of W-2 Statements)

North Carolina (2023-2025)

  • NC D-400 (Individual Income Tax Return)

  • NC D-400 Schedule A (N.C. Itemized Deductions)

  • NC D-400 Schedule S (N.C. Adjustments for Individuals)

  • NC D-400 Schedule PN (Part-Year Resident and Nonresident Schedule)

  • NC D-400 Schedule PN-1 (Other Additions and Other Deductions)

Ohio

  • OH Form IT-1040 (Ohio Individual Income Tax Return)

  • OH Form IT-1041 (Ohio Fiduciary Income Tax Return)

  • OH Form IT-1140 (Pass-Through Entity and Trust Withholding Tax Return)

  • OH Form IT-4708 (Pass-Through Entity Composite Income Tax Return)

  • OH Form IT-4738 (Electing Pass-Through Entity Income Tax Return)

  • OH Form IT-NRC (Ohio Nonresident Credit Calculation)

  • OH Form IT K-1 (Investor’s/Owner’s/Beneficiary’s Share from a Pass-Through Entity or Trust)

  • OH Form IT/SD 2210 (Interest Penalty on Underpayment of Individual Income and/or School District Income Tax)

Oregon (2023-2025)

  • OR Form 40 (Full-Year Resident Individual Income Tax Return)

  • OR Form 40-N (Nonresident Individual Income Tax Return)

  • OR Form 40-P (Part-Year Resident Individual Income Tax Return)

  • OR Schedule OR-A (Oregon Itemized Deductions)

  • OR Schedule OR-ASC (Oregon Adjustments for Form OR-40 Filers)

  • OR Schedule OR-ASC-NP (Oregon Adjustments for Form OR-40-N and OR-40-P Filers)

Pennsylvania

  • PA-40 (Individual Income Tax Return) — 2024, 2025

  • PA Schedule A (Interest Income) — 2024, 2025

  • PA Schedule B (Dividend and Capital Gains Distributions) — 2024, 2025

  • PA Schedule D (Sale, Exchange or Disposition of Property) — 2024, 2025

  • PA Schedule E (Rents and Royalty Income) — 2024, 2025

  • PA Schedule G-L (Resident Credit for Taxes Paid) — 2024, 2025

  • PA Schedule SP (Special Tax Forgiveness) — 2024, 2025

  • PA Schedule UE (Employee Business Expenses) — 2024, 2025

  • PA-40 W-2 RW (W-2 Reconciliation Worksheet) — 2024, 2025

Virginia

  • VA Form 760 (Virginia Resident Individual Income Tax Return)

  • VA Form 770 (Virginia Fiduciary Income Tax Return — Estates and Trusts)

  • VA Schedule A (Virginia Itemized Deductions)

  • VA Schedule ADJ (Virginia Schedule of Adjustments)

  • VA Schedule ADJS (Supplemental Schedule of Adjustments)

  • VA Schedule OSC (Credit for Tax Paid to Another State)

  • VA Schedule CR (Credit Computation Schedule)