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Upload Errors and Unsuccessful Uploads

Sometimes a file is submitted, and Holistiplan can't process the return as uploaded. We'll explain your next steps as well as why this might happen.

The following messages may populate when Holistiplan needs more information. We'll also directly email the user who uploaded the return to provide details and next steps. 

If you are not the one who uploaded the return, you may consider contacting the person who did for more information.

Critical Data Missing
Awaiting A Response
File Size 
Document Type
Corrupted Document / Unable to Upload

Password-Protected
Unsupported Calculation

Critical Data Missing

  • In addition to the actual 1040, there are almost always other necessary forms/schedules that need to be included with the uploaded return. More information on required forms and schedules can be found in our article here.
  • If/when those are missing, we will highlight those additional documents that need to be included with the 1040 in one combined PDF and reuploaded to have that return processed successfully.
  • Our system cannot combine separate uploads into one, so all necessary documents must be included in the same upload. Options for combining files can be found in our Knowledge Base article, here.

Awaiting A Response

  • When there is a discrepancy between Holistiplan's internal calculation and what is reported on the return, the support team will reach out with more information to the uploader of the return with those questions and next steps. Reply to that email or contact our Support Team for assistance.

File Size 

  • Returns must be under 50MB to be accepted. If the file is too large, please refer to our File Size Limit article to reduce the file size of your uploaded return. If those steps don't work, delete unnecessary pages and refer to our article on what forms are necessary.

Document Type

  • Holistiplan reads in PDFs of the Federal Form 1040 (and 1040-SR) returns and their supporting forms and schedules. Other return types, like state, business, and trust returns, are not supported. Our state tax feature is a manual entry portion of the Scenario Analysis screen for those on a Premium plan.

Corrupted Document / Unable to Upload

  • Sometimes files can get jumbled when moving from place to place. This causes an issue with the PDF that makes it unreadable. 

Often, reprinting (or resaving) the file as a new PDF removes the corrupt aspects of the file. If you are able to open the file, try selecting the 'Print' option and in the drop down select "Save as a PDF." You may also try to print out a physical copy of the return and rescan the pages to create a new file.

Password-Protected

  • To read PDFs that have password protection, that password must be provided as part of the upload process. Learn more about uploading those password-protected returns successfully in our article here.

Unsupported Calculation

  • There are a limited number of calculations that are not supported within Holistiplan. Most of these revolve around non-standard calculations of the tax on line 16 of Form 1040. We make note of the frequency of these unsupported calculations and adjust our development roadmap accordingly to provide support for such calculations at some point in the future.

Note: Removing the unsupported forms below does not make the return supported, as the tax calculation used on the return still utilizes these unsupported forms, regardless of whether they are included in the uploaded return or not.


Some examples include:

  • Taxpayers claimed as Dependent (Form 8814)
  • Social Security Lump Sum Election
  • Income Averaging for Farmers and Fishermen (Schedule J)
  • Partner’s Additional Reporting Year Tax (Form 8978)
  • Information Return of U.S. Persons for Certain Foreign Corporations (Form 5471)
  • Nonresident Alien Income Tax Return (Form 1040-NR)
  • Amended Individual Income Tax Return (Form 1040-X)
    • When Taxpayers amend their returns, they receive a Form 1040-X (a summary of what was amended) and a new federal Form 1040 with the new values. We require the amended Form 1040 in order to provide an accurate Tax Report.