Forms for US tax year 2019.
This supports the following filing statues:
- Single
- Married Filing Joint
- Married Filing Separate
The following forms are at least partially supported:
- Form 1040: Individual income tax return
- Schedule 1: Additional income and adjustments
- Schedule 2: Additional taxes
- Schedule 3: Additional credits and payments
- Schedule B: This form is not directly modeled, and instead the computations are done on 1040.
- Schedule A: Itemized deductions
- Schedule D: Capital gains and losses
- Form 1098: Mortgage interest deduction
- Form 1099-B: Proceeds from broker transactions
- Form 1099-DIV: Dividend income
- Form 1099-INT: Interest income
- Form 1099-R: Retirement account distributions
- Form 1116: Foreign tax credit
- Form 6251: Alternative Minimum Tax without Form 1116 and Schedule D recalculation
- Form 8606: Nondeductible IRAs
- Form 8949: Sales and dispositions of capital assets
- Form 8959: Additional medicare tax
- Form 8960: Net investment income tax
- Form 8995: Qualified business income deduction for REIT dividends only
- W2: Wages
However several credits and situations are not supported. Check the code file for each form for details.
The U.S. tax code is incredibly complicated. This software is meant to help understand how the tax system works, to verify output from other software (assuming that this software is correct), and to model/project various tax situations.