Supported forms

Is My Form Supported?

Every form we fill in, every document we read, and the few we don't handle yet, with what to do about them.

39 forms, in 4 folders

Federal forms

6

Free. Every student gets Form 8843, and Form 1040-NR with the schedules their income needs.

Form8843

Statement for Exempt Individuals and Individuals With a Medical Condition

Supported
Form1040-NR

U.S. Nonresident Alien Income Tax Return

Supported
ScheduleOIof Form 1040-NR

Other Information

Supported
ScheduleNECof Form 1040-NR

Tax on Income Not Effectively Connected With a U.S. Trade or Business

Supported
ScheduleAof Form 1040-NR

Itemized Deductions

Supported
Schedule1of Form 1040

Additional Income and Adjustments to Income

Supported

Income documents you can enter

4

The forms your employer, bank or broker sends you. Enter them and we put the figures on your return.

FormW-2

Wage and Tax Statement

Supported
Form1099-INT

Interest Income

Supported
Form1099-DIV

Dividends and Distributions

Supported
Form1099-MISC

Miscellaneous Information

Supported

State forms

18

For the states where you worked. In 9 states there is no state income tax, so there is no state return to file.

Illinois3 forms

FormIL-1040

Individual Income Tax Return

Supported
ScheduleNRof IL-1040

Nonresident and Part-Year Resident Computation of Illinois Tax

Supported
ScheduleIL-WIT

Illinois Income Tax Withheld

Supported

California3 forms

Form540NR

California Nonresident or Part-Year Resident Income Tax Return

Supported
ScheduleCAof 540NR

California Adjustments, Nonresidents or Part-Year Residents

Supported
FormFTB 3853

Health Coverage Exemptions and Individual Shared Responsibility Penalty

Supported

New York4 forms

FormIT-201

Resident Income Tax Return

Supported
FormIT-203

Nonresident and Part-Year Resident Income Tax Return

Supported
FormIT-203-B

Nonresident and Part-Year Resident Income Allocation Worksheet

Supported
FormIT-2

Summary of W-2 Statements

Supported

Massachusetts8 forms

Form1

Massachusetts Resident Income Tax Return

Supported
Form1-NR/PY

Massachusetts Nonresident or Part-Year Resident Income Tax Return

Supported
ScheduleB

Interest, Dividends and Certain Capital Gains and Losses

Supported
ScheduleD

Long-Term Capital Gains and Losses Excluding Collectibles

Supported
ScheduleHC

Health Care Information

Supported
ScheduleNTS-L-NR/PY

No Tax Status and Limited Income Credit, Nonresidents and Part-Year Residents

Supported
ScheduleX

Other Income

Supported
ScheduleY

Other Deductions

Supported

No state return needed in

  • Texas
  • Florida
  • Washington
  • Nevada
  • Wyoming
  • Alaska
  • South Dakota
  • Tennessee
  • New Hampshire

Not supported yet

11

The forms students ask about that we do not handle, and what to do instead.

Form1042-S

Foreign Person's U.S. Source Income Subject to Withholding

Scholarship, fellowship or treaty-exempt income reported on a 1042-S cannot be entered yet. You would need to report it another way.

Not yet
Form1099-B

Proceeds From Broker and Barter Exchange Transactions

Stock and crypto sales cannot be entered yet.

Not yet
Form1099-NEC

Nonemployee Compensation

Only W-2, 1099-INT, 1099-DIV and 1099-MISC income can be entered.

Not yet
Form1040

U.S. Individual Income Tax Return

This is the resident return. We prepare nonresident returns (Form 1040-NR) only.

Not yet
Dual-status return

The return for the year your residency status changed

If you became a resident partway through the year, you need a dual-status return, which we do not prepare.

Not yet
Form1040-X

Amended U.S. Individual Income Tax Return

We prepare original returns, not amendments.

Not yet
Form4868

Application for Automatic Extension of Time to File

We do not file extensions.

Not yet
Form843

Claim for Refund and Request for Abatement

Used with Form 8316 to claim back Social Security and Medicare (FICA) taken from your pay by mistake. Ask your employer first.

Not yet
Form8316

Information Regarding Request for Refund of Social Security Tax

Goes with Form 843 for a FICA refund, which we do not prepare.

Not yet
FormW-7

Application for IRS Individual Taxpayer Identification Number

We do not prepare ITIN applications.

Not yet
Form1098-T

Tuition Statement

Nonresidents cannot claim the education credits it is used for, so you do not need it for your 1040-NR.

Not needed

Everything You Need Is Here?

Your federal return is free. Answer plain-English questions and we fill in the forms.