In this section, you'll find a list of additional tax forms you can upload, apart from your income tax forms, during the filing process.
Form 1095, Health Insurance Coverage
Form 1095 is actually composed of three different forms that report information regarding your health insurance information. You may receive a 1095-A, 1095-B, or 1095-C.
📝 When filing your taxes with us, you only need to report or upload the information from your Form 1095-A. There’s no need to include your 1095-B or 1095-C, as these forms are used for record-keeping purposes only.
- Form 1095-A: Issued to individuals who enrolled in a qualified health plan through the Marketplace. It provides information about the coverage, premium amounts, and any advance premium tax credits received. You can upload this form or enter the information manually in the 'Drop-off Forms' section under the File Taxes tab.
- Form 1095-B: Typically sent by health insurance providers, including insurance companies, government-sponsored programs, and self-insured employers. It reports information about the health insurance plan, including the months of coverage. Form 1095-B is used to verify that you and your dependents had the minimum coverage. You don’t need to report it on your return.
- Form 1095-C: This form is provided by an employer. It reports information about the health insurance coverage offered to employees, including the months of coverage and any applicable employer contributions. This form is intended for your records and does not need to be reported when you file your return.
Form 1098, Mortgage Interest Statement
If you have a mortgage on your home, your lender or mortgage servicer will provide you with this form. You can upload this form or enter the information manually in the 'Drop-off Forms' section under the File Taxes tab.
Form 1098 E, Student Loan Interest Statement
If you made payments on a qualified student loan, the lender or loan servicer will provide you with this form. The student loan interest you paid may be eligible for a deduction on your federal income tax return, subject to certain income limitations. You can upload this form or enter the information manually in the 'Drop-off Forms' section under the File Taxes tab.
Form 1098-T, Tuition Statement
Form 1098-T provides information on the amounts paid for tuition, scholarships or grants received, and other educational expenses. It’s used to determine if the taxpayer is eligible for education-related tax credits or deductions, such as the American Opportunity Credit or Lifetime Learning Credit. You can upload this form or enter the information manually in the 'Drop-off Forms' section under the File Taxes tab.
To learn more we have a blog about this — Tax breaks for college tuition.