Miscellaneous tax forms

Here you'll find a wide variety of miscellaneous tax forms, credits, and filing information that will help you understand the specifics of filing and maximize your return.

  • 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.

    • 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. This is the most important Form 1095, as you’ll need to report the information from this form in the “Credits and deductions” section of the filing flow in the app.
    • 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. Include this information when you file in the "Credits and deductions" section of the app.

  • 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.

  • 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 report the information on this form under the "Credits and deductions" section of the filing flow in the app.

    To learn more we have a blog about this — Tax breaks for college tuition.

  • Form 4868, Federal Tax Extension

    This is the form you use to request an extension for filing your taxes. It gives you an additional six months to submit your tax return to the IRS.

    Here are some important points about Form 4868:

    • Extended filing deadline: The regular due date for individual tax returns is typically April 15th (or the next business day if April 15th falls on a weekend or holiday). By submitting Form 4868, you can extend the filing deadline to October 15th.
    • Filing requirements: To request an extension using Form 4868, you need to provide your personal information, including your name, address, Social Security number (or taxpayer identification number), and an estimate of your total tax liability for the tax year.
    • Automatic extension: The extension granted is automatic, meaning that as long as you submit the form by the original due date of your tax return, you will automatically receive the additional six months to file. It’s good to note that the extension only applies to the filing deadline, not the payment deadline. Any taxes owed are still due by the original deadline if you want to avoid potential penalties and interest.
    • E-filing: Head over to the IRS link below to find more information on the extension and how to file electronically: https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return
  • Form 8879, IRS e-file Signature Authorization

    This form is used to authorize and confirm the electronic filing of your federal income tax return. When you file your tax return electronically, the IRS requires your consent and authentication to ensure the accuracy and validity of your submission.

    Here are some important things to remember:

    • Electronic filing: Form 8879 is specifically used for electronically filed tax returns. If you choose to e-file your tax return, you’ll need to sign and submit Form 8879 to authorize the electronic transmission of your return to the IRS. This will be one of the very last things you do when filing with us. We take the stress out of having you fill out the entire form — you’ll just e-sign within the filing flow, and weʻll include your Form 8879 form along with your return when itʻs submitted to the IRS.
    • Reviewing your return: Before signing Form 8879, it's crucial to carefully review your tax return to ensure that all the information is accurate and complete. Confirm that your personal details, income, deductions, and credits are correctly reported.
    • Retaining records: After signing Form 8879 and submitting it to your tax preparer or e-filing service, it is important to keep a copy of the form and all supporting documentation for your records. This includes copies of your tax return and any relevant documents used to prepare your return.
  • Form 8959, Additional Medicare Tax

    This form is used to calculate and report the Additional Medicare Tax owed by certain individuals. This is an extra tax imposed on earned income above a certain threshold to help fund Medicare.

    Here are some key points about Form 8959:

    • Purpose of the tax: The Additional Medicare Tax was introduced as part of the Affordable Care Act (ACA) and is aimed at higher-income individuals.
    • Income thresholds: For most individuals, the Additional Medicare Tax applies if your wages, self-employment income, or railroad retirement (Tier 1) compensation exceed $200,000 for single filers or $250,000 for married couples filing jointly. Different thresholds may apply if you are married and filing separately.
    • Tax calculation: The tax rate for the Additional Medicare Tax is 0.9% of the earned income above the threshold. Form 8959 is used to calculate your Additional Medicare Tax liability based on your total wages, self-employment income, and other compensation subject to Medicare tax.
    • Reporting requirements: Form 8959 is used to report the Additional Medicare Tax on your individual income tax return (Form 1040). If you’re an employee, the Additional Medicare Tax may have been withheld from your wages by your employer. You would report the withheld amount on Form 8959 and reconcile it with the total tax liability on your tax return.
    • Employer responsibility: Employers are responsible for withholding the Additional Medicare Tax from wages and compensation that exceed the applicable threshold. However, your employer's withholding may not fully cover your tax liability, especially if you have multiple jobs or other sources of income. In such cases, you may need to make additional estimated tax payments or adjust your withholding.
  • Form 8960, Net Investment Income Tax - Individuals, Estates, and Trusts

    This tax form is used to calculate and report your Net Investment Income Tax (NIIT), and any additional tax imposed on certain individuals, estates, and trusts with investment income.

    Here are a few important points:

    • Purpose of the tax: The Net Investment Income Tax (NIIT) was introduced as part of the Affordable Care Act (ACA) and is aimed at higher-income taxpayers. It applies to individuals, estates, and trusts that have certain types of investment income and meet specific income thresholds.
    • Determining the tax: Form 8960 helps calculate the NIIT by determining your net investment income and applying the relevant tax rates and thresholds. Net investment income includes income from sources such as interest, dividends, capital gains, rental income, royalties, and passive business activities.
    • Income thresholds: For individuals, the NIIT generally applies if your modified adjusted gross income (MAGI) exceeds specific thresholds, which are $200,000 for single filers and $250,000 for married couples filing jointly. Different thresholds may apply to estates and trusts.
    • Reporting requirements: Form 8960 is used to report and calculate the NIIT. We donʻt currently support this form, but we may in the future, so check back.
  • Form 8995, Qualified Business Income (QBI)

    Form 8995 is a tax form used to calculate and claim the Qualified Business Income (QBI) deduction. This deduction is available to eligible taxpayers who have qualified business income from pass-through entities or certain sole proprietorships.

    Here are some key points about Form 8995:

    • Purpose of the deduction: The Qualified Business Income (QBI) deduction is a tax benefit introduced as part of the Tax Cuts and Jobs Act (TCJA) of 2017. It allows eligible taxpayers to deduct a portion of their qualified business income from sole proprietorships, partnerships, and S corporations.
    • Eligibility: To be eligible for the QBI deduction, you must have qualified business income. However, certain types of businesses, such as specified service trades or businesses (SSTBs), may have limitations on how much they can deduct.
    • Simplified computation: Form 8995 is a simplified version of the QBI deduction calculation. It is used for taxpayers with income below certain thresholds and whose businesses don’t fall into the category of specified service trades or businesses.
    • Reporting: When you file your return with us, you don't have to worry about this form. We'll take the income and information you report on your return to determine if you qualify for the deduction. If you do, we'll automatically add it to your return.
  • STEX, State Tax Extension

    If you want an extension on your state return, refer to your state department of revenue. They’ll have information on the extensions they offer, as well as instructions on how to apply for them. This is not something we are currently able to assist with in the app.

  • STEX2, State Tax Extension (Variant)

    Should a major disaster be declared in your area by federal or state authorities, both the IRS and your state may offer an extension for individuals and businesses to file or make their tax payments. Generally, state authorities align with the extended deadlines set forth by the IRS for filing and paying taxes. Please check with your state's department of revenue to get information on any state extensions they may have announced.

  • Taxpayer Identification, Taxpayer's ID Number (SSN or ITIN)

    A Taxpayer Identification Number is the unique number the Internal Revenue Service uses to identify you and track your tax obligations. The two primary types of TINs are Social Security Numbers (SSN) and the Individual Taxpayer Identification Numbers (ITIN).

    • Social Security Number (SSN): An SSN is a nine-digit number issued by the Social Security Administration (SSA). It’s primarily used for Social Security benefits and other government programs, but it’s also used as a TIN for tax purposes. SSNs are typically assigned to US citizens, permanent residents, and other individuals authorized to work in the United States.
    • Individual Taxpayer Identification Number (ITIN): An ITIN is a nine-digit number issued by the IRS to individuals who are required to have a US taxpayer identification number but are not eligible for an SSN. ITINs are primarily used by nonresident aliens, foreign nationals, and dependents or spouses of US citizens or residents withoutSSNs. ITINs enable these individuals to meet their tax filing and reporting obligations.
    • How to use when filing: When you’re working through our filing flow, you can use either of these numbers if you’re asked for your Social Security Number or TIN.
  • Direct Deposit Info, Bank Account Info for Tax Refunds

    When you file your return with us, you’ll be asked to include bank account info on your return. If you are expected to receive a federal tax refund, it will be disbursed to this account. If you don’t include an account, any refunds will be mailed to you as a check from the IRS. 

    Any state refund will be automatically disbursed to this account as well.

  • Electronic Funds Withdrawal Info and Bank Account Info for Tax Payments

    The bank account you include on your return can also be used to pay any balance you owe the IRS. If you have a balance owed, it will be deducted from the account the day of the federal tax deadline or if the deadline has passed, when your return is accepted by the IRS.

    If you’re unable to pay your balance in one lump sum, choose the pay later option within the filing flow. Once you’ve finished filing your return, you can head over to this IRS link to view your payment options or apply for a payment plan: https://www.irs.gov/payments 

  • EF Selection, Electronic Filing Selection

    The Electronic Filing Selection, often abbreviated as EF Selection, allows you to electronically file forms, schedules, and attachments along with your tax return.

    We'll file your tax return electronically, which is a quick and secure method for submitting tax information to the IRS and state tax agencies. However, not all tax forms may be eligible for electronic filing due to various reasons such as certain IRS restrictions.

    In these cases, we'll let you know if we're unable to electronically file your return. Generally, if this happens we can provide a copy of your tax return with paper filing instructions so you can mail it in yourself. We're here to make the process of filing your tax returns simpler, faster, and more accurate.