Need Help Adding Additional Forms to Your Tax Return?
This Article is for You!
Our user-friendly system makes it easy to add any additional forms you may need for your tax return with just a few simple steps.
Search for a Form tool
Within the return, you can quickly access essential forms like W-2s, 1099s, Schedule A, and more. The Search for a Form tool lets you effortlessly add any forms you may require. If you're having trouble locating a form, schedule, or credit, simply use the search tool for quick access. Plus, the Forms In Return menu will display the forms you've already added, helping you stay organized and on track throughout the process!
1) Enter the return, Click Search for a Form
2) Search for a form ex) 1099R
3) Once you click into the entry page displayed, you can begin adding your information
Federal forms list
If you are unsure of the form name/number you are looking for, you can browse from our federal forms list. Our forms list will be broken up by the type of federal forms as displayed below. Simply locate and click the the form type you are looking for and browse from our available options. Plus, the Forms In Return menu will display the forms you've already added, helping you stay organized and on track throughout the process!
1) Enter the return, Click Federal
2) Click the form type desired (Ex: Income)
3) Locate and click the form desired (Ex: Form 1099-NEC)
Please Note: If you cannot locate the search tool nor federal forms list within your return, this means you have not completed the interview process. The Search for a Form tool will become accessible once the Interview process has been complete.