Reviewing generated forms

How form generation works

When you reach the workspace, TakoTax assembles tax forms for local review using your reviewed input data and the results of the tax calculations performed by the Rust engine in your browser.

What forms TakoTax generates

TakoTax generates federal forms and state calculation outputs based on the data you have entered. See the supported forms matrix for the current list of output forms. Forms can also reach intermediate readiness states, which the workspace surfaces explicitly so you can tell which forms are ready to review and which are still partial.

Reviewing the generated output

Before relying on any generated form, review it carefully. Compare the values on the generated form against:

• Your input documents (W-2, 1099s, etc.)
• Official IRS or state form instructions for the tax year
• Any amounts you entered manually

If any value is wrong, go back to the input stage, correct it, and recompute.

Using form previews

Review forms only after you have reviewed the return.

Once the return passes review you can download your filled forms as a PDF bundle. Use the on-screen previews to verify your numbers first, then file the downloaded forms with the IRS or state, or through another filing channel that you choose.

If a form is blocked or marked incomplete, return to the input and review screens, correct the issue, and recompute before relying on the preview.

Filing your forms

TakoTax does not submit your return to the IRS or state agencies today. After you review the generated forms, you are still responsible for filing separately. Options may include:

• Mailing authoritative IRS or state forms you prepare separately
• Using another filing method that accepts separately prepared forms
• Consulting a tax professional who can review and file on your behalf

You can download your filled forms from TakoTax; built-in e-file is not available yet. See the pricing page for details.