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You're requesting that I upload tax documents for my application. What should I provide? (tax form examples shown)

Sometimes tax documents can be tricky, but we’re here to help! We ask that your tax forms and schedules are uploaded to us in their entirety (all pages). This helps us make sure we give you proper credit for your income. Don't worry, we'll let you know which ones we need.

Here are examples of common tax forms that we may request.

Form 1040 (2020): 

Please note, the 2020 Form 1040 has a different look from previous years.

2020_Tax_1.jpg

Tax_Form_2.jpg

Schedule 1 (2020):

Schedule_1.jpg

Form Schedule C:

Schedule_C_1.jpg

Schedule_C_2.jpg

Form Schedule E:

Schedule_E_1.jpgSchedule_E_2_.jpg

Previous years' 1040 should look similar to:

2019_Tax_1.jpg

2019_Tax_2.jpg

Form 1065 Partnerships (page 1 of 5 shown) - Also the Location of K-1's:

K-1_Partnership.jpg

Schedule K-1 From the 1065:

Schedule_K-1.jpg

Form 1120 Shared Corporation (page 1 of 6 shown) - Also the Location of K-1's:

S-Corp_1_.jpg

Schedule K-1 From the 1120-S:

Schedule_K-1_S-corp.jpg

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