Coverage

Supported forms

What TakoTax can read as input, compute, or generate as TY2025 output. Rows marked Supported can produce a local form to review; partial and unsupported rows are not filing-ready output.

SupportedPartialPlannedNot supported

About e-file scope

Built-in e-file is not available yet. This page describes current document and form preparation coverage, not electronic filing availability. If e-file is enabled later, the federal and state filing scope will be published separately before launch.

E-file disclosures →

Input forms

Forms TakoTax can currently recognize and extract data from when the PDF includes a usable text layer. Input status is extraction coverage only; it does not mean every tax situation on the source form is filing-ready.

Form	Name	Status	Notes
W-2	Wage and Tax Statement	Supported	Wages, withholding, state fields
Consolidated 1099	Brokerage composite (INT/DIV/B/OID sections)	Supported	Reads interest, dividend, sales, and original issue discount sections across multi-page brokerage statements
1099-INT	Interest Income	Supported	—
1099-DIV	Dividends and Distributions	Supported	—
1099-B	Proceeds from Broker Transactions	Supported	Separates short-term and long-term sales
Section 1256 statement	Section 1256 contracts year-end statement	Partial	Reads aggregate Section 1256 gain or loss; verify the totals against your broker statement
1099-R	Distributions from Pensions, Annuities, etc.	Partial	Common boxes; basis-heavy cases need careful manual review
1099-NEC	Nonemployee Compensation	Supported	—
1099-MISC	Miscellaneous Income	Partial	Reads boxes 1-4 and 8
1099-G	Certain Government Payments	Supported	—
1099-K	Payment Card and Third Party Network Transactions	Supported	—
1099-OID	Original Issue Discount	Partial	Reads common original issue discount fields; some interest workflows still need manual review
1099-SA	Health Savings Account Distributions	Partial	HSA distributions only; Archer MSA and Medicare Advantage MSA cases need Form 8853 outside TakoTax
1099-DA	Digital Asset Proceeds from Broker Transactions	Supported	—
1099-S	Proceeds from Real Estate Transactions	Partial	Reads sale proceeds; review against your closing documents
1099-C	Cancellation of Debt	Supported	Reads cancellation-of-debt amounts; you enter any exclusion eligibility yourself
1098	Mortgage Interest Statement	Supported	—
1098-T	Tuition Statement	Supported	—
W-2G	Certain Gambling Winnings	Partial	Reads winnings and withholding; verify each box against the source statement
1042-S	Foreign Person's U.S. Source Income	Partial	Reads income and withholding; review the income code and treaty fields manually
SSA-1099	Social Security Benefit Statement	Partial	Limited sample coverage; review manually
1095-A	Health Insurance Marketplace Statement	Partial	Manual entry is available; automatic extraction still needs fixture coverage
Schedule K-1	Partner's/S-Corp Shareholder Share of Income	Partial	Manual entry is available; automatic extraction still needs fixture coverage

Output forms

Supported output rows are forms TakoTax can generate locally for TY2025. Partial rows may have compute support but lack a complete TY2025 output pipeline, so they are not filing-ready output.

Form	Name	Status	Notes
Form 1040	U.S. Individual Income Tax Return	Supported	—
Form 1040-NR	U.S. Nonresident Alien Income Tax Return	Partial	Basic 1040-NR calculation coverage; treaty claims and complete TY2025 filled-form output are not ready
Form 1040-V	Payment Voucher	Supported	—
Form 1040-ES	Estimated Tax for Individuals	Not supported	Safe-harbor estimate only; TakoTax does not generate vouchers or payment instructions yet
Schedule 1	Additional Income and Adjustments to Income	Partial	Common TY2025 lines are covered; rare adjustment lines still need review outside TakoTax
Schedule 2	Additional Taxes	Partial	Common TY2025 lines are covered; detailed household-employment tax cases are not ready
Schedule 3	Additional Credits and Payments	Partial	Common TY2025 lines are covered; full foreign-tax-credit detail is not ready
Schedule A	Itemized Deductions	Partial	Common TY2025 lines are covered; some detailed deduction lines are not ready
Schedule B	Interest and Ordinary Dividends	Supported	—
Schedule C	Profit or Loss from Business	Partial	Covers common business income and expense lines; at-risk and complex meal-limit cases are not ready
Schedule D	Capital Gains and Losses	Supported	—
Schedule E	Supplemental Income and Loss	Supported	Filled-form review is available for ordinary rental and pass-through cases; some rental-loss limitation cases are not ready
Schedule F	Profit or Loss From Farming	Partial	Calculations can use direct facts; public input screens and filled-form output are not ready
Schedule H	Household Employment Taxes	Partial	Preview calculation only; household detail inputs and filled-form output are not ready
Schedule SE	Self-Employment Tax	Supported	—
Schedule 8812	Credits for Qualifying Children and Other Dependents	Supported	—
Form 461	Limitation on Business Losses	Partial	Computes the excess business loss limit for common cases; filled-form output still needs validation
Form 982	Reduction of Tax Attributes Due to Discharge of Indebtedness	Partial	Routes common debt-cancellation exclusions; filled-form output still needs validation
Form 1116	Foreign Tax Credit	Partial	Handles current-year foreign tax credit output for common categories; carryovers, treaty positions, global intangible low-taxed income, high-tax exceptions, and above-cap source-document cases are not ready
Form 2210	Underpayment of Estimated Tax	Partial	Penalty estimate only; quarterly detail and Schedule AI annualized-income inputs are not ready
Form 2441	Child and Dependent Care Expenses	Supported	—
Form 4562	Depreciation and Amortization	Supported	—
Form 4684	Casualties and Thefts	Partial	Preview calculation only; event and property detail plus filled-form output are not ready
Form 4952	Investment Interest Expense Deduction	Supported	Investment interest expense limit
Form 5695	Residential Energy Credits	Supported	—
Form 6251	Alternative Minimum Tax	Supported	—
Form 6252	Installment Sale Income	Partial	Recognized-income preview; detailed sale records and multi-sale output are not ready
Form 6781	Gains and Losses from Section 1256 Contracts and Straddles	Supported	—
Form 1040-X	Amended U.S. Individual Income Tax Return	Planned	Amend a return originally prepared in TakoTax for the current tax year
Form 8379	Injured Spouse Allocation	Not supported	Rough proportional allocation only; the full IRS worksheet and TY2025 output are not ready
Form 8814	Parents' Election To Report Child's Interest and Dividends	Partial	Preview calculation only; child detail and filled-form output are not ready
Form 8839	Qualified Adoption Expenses	Partial	Preview calculation only; child and adoption-event detail plus filled-form output are not ready
Form 8863	Education Credits	Supported	—
Form 8880	Credit for Qualified Retirement Savings Contributions	Partial	Covers TY2025 line 1 and 2 output; line 3-only cases and joint-return aggregate detail are not ready
Form 8889	Health Savings Accounts (HSAs)	Supported	—
Form 8911	Alternative Fuel Vehicle Refueling Property Credit	Partial	Limited eligibility check; filled-form output still needs validation and the credit ends after 2026-06-30
Form 8936	Clean Vehicle Credits	Partial	Limited eligibility check; VIN, dealer detail, and filled-form output are not complete
Form 8936-A	Used Clean Vehicle Credits	Partial	Limited eligibility check; VIN, dealer detail, and filled-form output are not complete
Form 8938	Statement of Specified Foreign Financial Assets	Supported	—
Form 8949	Sales and Other Dispositions of Capital Assets	Supported	—
Form 8959	Additional Medicare Tax	Supported	—
Form 8960	Net Investment Income Tax	Supported	—
Form 8962	Premium Tax Credit	Supported	—
Form 8995	Qualified Business Income Deduction (Simplified)	Supported	—
Form 8995-A	Qualified Business Income Deduction	Supported	—
Form 4797	Sales of Business Property	Partial	Recapture and Section 1244 preview; detailed transaction lines and filled-form output are not ready
Form 5329	Additional Taxes on Qualified Plans and Tax-Favored Accounts	Partial	Covers TY2025 Parts I, III-VIII, and IX; older aggregate excess-IRA and employer-plan excise-tax cases are not ready
Form 8606	Nondeductible IRAs	Partial	Covers TY2025 Parts I and II; multi-year basis, broader Roth, and inherited IRA cases are not ready
Form 2555	Foreign Earned Income	Partial	Calculations can use direct facts; public input screens and filled-form output are not ready
Form 8582	Passive Activity Loss Limitations	Partial	Passive-activity loss preview for simple cases; per-activity detail and filled-form output are not ready
Form 56	Notice Concerning Fiduciary Relationship	Partial	Manual entry; prepared for print/mail only — not e-filed through this product
Form 4868	Application for Automatic Extension of Time To File	Partial	Manual entry; lines 4–6 from your return. Print/mail only — not e-filed through this product
Form 2350	Extension To File (U.S. citizens/residents abroad)	Partial	Manual entry; print/mail only — not e-filed through this product
Form 9465	Installment Agreement Request	Partial	Manual entry; balance due from your return. Print/mail only — not e-filed through this product

Manual entry fallback

Manual entry can collect some missing input facts, but it does not make unsupported extraction or output forms filing-ready. Fields in the current coverage scope can be entered or overridden by hand.