
Interest and Ordinary Dividends - Known Limitations If you have another type of 1099, read STEP 2 Section 1 and Section 2B about entering federal withholding from another type of 1099 document. The only 1099 form you’ll need to transcribe into the program is Form 1099-R. Tax Return for Seniors – Known Limitationsĭistributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Payment Voucher (Print Only - Cannot e-file)Įstimated Tax Payments (Print Only - Cannot e-file) Individual Income Tax Return - Known Limitations Forms Available for Filing Season 2023 (Tax Year 2022) Form Number Review the list of available (supported) forms you plan to complete and click on the Known Limitations link to determine if the limitation will affect your ability to use the program.


See “Additional Information Areas” in the User’s Guide PDF and review your form on the Line-by-Line page.

When allowed, the form provides designated spaces for this information. You can enter a maximum of one description and amount combination per line, where writing in additional information is permitted. Your ability to do this is limited to Form 1040, Schedules 1, 2, and 3 plus, a few of the most frequently used forms and schedules. Writing in Additional Information - Instructions for some forms may require you to "write in" additional supporting information.If you need to attach any such documents, you will have to print and mail in the return. Attaching Statements - This program does not allow you to attach any documents to your return, except those available through the Add/View Forms menu.
