How to add additional forms

Need Help Adding Additional Forms to Your Tax Return?

This Article is for You!

Our user-friendly system makes it easy to add any additional forms you may need for your tax return with just a few simple steps.

Search for a Form tool

Within the return, you can quickly access essential forms like W-2s, 1099s, Schedule A, and more. The Search for a Form tool lets you effortlessly add any forms you may require. If you're having trouble locating a form, schedule, or credit, simply use the search tool for quick access. Plus, the Forms In Return menu will display the forms you've already added, helping you stay organized and on track throughout the process!

1) Enter the return, Click Search for a Form

2) Search for a form ex) 1099R

3) Once you click into the entry page displayed, you can begin adding your information 

Please Note: If you cannot locate the search tool within your return, this means you have not completed the interview process. The Search for a Form tool will become accessible once the Interview process has been complete.