What Forms Do I Need to Upload?

When uploading a tax return, a nice, clean PDF is the best way to upload something into the software to achieve the optimum result. If not completed, you run the risk of the return failing to be accepted. A full return, as is suggested for uploading, includes any supporting schedules or forms that are required by Form 1040 for filing.

Uploading just the 1040 is rarely enough for our internal calculations to match. If the upload is lacking information, the missing information will need to be added to the original file and uploaded again, so we strongly recommend uploading the full document the first time.

Here's a list of the forms and schedules we support and need if the return requires:

• Form 1040 pages 1 and 2 (pages 1, 2, and 3 for Form 1040-SR returns)
• Schedule 1 - Additional Income and Adjustments to Income
• Schedule 1-A - Additional Deductions (new for 2025 returns)
• Schedule 2 - Additional Taxes 
• Schedule 3 - Additional Credits and Payments
• Schedule 4 - Other Taxes (2018 returns)
• Schedule A - Itemized Deductions
• Schedule B - Interest and Ordinary Dividends
• Schedule C - Profit or Loss From Business
• Schedule D - Capital Gains and Losses
• Schedule D for AMT - Capital Gains and Losses (if return is subject to AMT)
• Schedule E - Supplemental Income and Loss
• Schedule SE - Self-Employment Tax 
• Form 2441 - Child and Dependent Care Expenses
• Form 2555 - Foreign Earned Income
• Form 4797 - Sales of Business Property
• Form 4952 - Investment Interest Expense Deduction
• Form 5695 - Residential Energy Credits
• Form 6251 - Alternative Minimum Tax (AMT)
• Form 8606 - Nondeductible IRAs
• Schedule 8812 - Credits for Qualifying Children and Other Dependents
• Form 8863 - Education Credits (American Opportunity and Lifetime Learning Credits)
• Form 8889 - Health Savings Accounts (HSAs)
• Form 8959 - Additional Medicare Tax
• Form 8960 - Net Investment Income Tax
• Form 8962 - Premium Tax Credit
  
  

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How do we know if the above forms are required?

Form 1040 indicates what should accompany it. For example, as seen below in the screenshots from Form 1040:

• Line 7 indicates Schedule D is required (unless the box is checked).
• Line 8 and/or line 10 indicates Schedule 1 is required.
• Line 17 and/or line 23 indicates Schedule 2 is required.
• Line 20 indicates Schedule 3 is required.

Likewise, some forms also require additional forms, such as with Schedule 2. As seen below, Schedule 2 will indicate if any of Schedule SE, Form 8959, or Form 8960 are required, as shown on lines 4, 11, and 12, respectively. If an upload requires Schedule 2 but doesn't include it, our team will do our best to let you know what might be required in addition to the Schedule 2, but we ultimately can't know until we see the Schedule itself.

If you find your combined PDF is larger than our 50MB size limit, you can find tips on how to reduce the size of your PDF in our article here.