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 (2018):
Please note, the 2018 Form 1040 has a different look from previous years. You may or may not have Schedule 1 Form included with your personal 1040 tax return.
Schedule 1 (2018):
Previous years' 1040 should look similar to:
Form Schedule C:
Form Schedule E: