Supported forms

Note: Wages, withholding, state fields

Note: Reads interest, dividend, sales, and original issue discount sections across multi-page brokerage statements

Note: Separates short-term and long-term sales

Note: Reads aggregate Section 1256 gain or loss; verify the totals against your broker statement

Note: Common boxes; basis-heavy cases need careful manual review

Note: Reads boxes 1-4 and 8

Note: Reads common original issue discount fields; some interest workflows still need manual review

Note: Normal HSA distributions require an explicit account owner and Form 8889 Line 14b evidence; Archer MSA, Medicare Advantage MSA, and non-normal distribution codes remain outside the filing-ready lane

Note: Reads sale proceeds; review against your closing documents

Note: Reads cancellation-of-debt amounts; you enter any exclusion eligibility yourself

Note: Reads tuition and scholarship amounts; confirm AOTC eligibility or enter LLC expenses separately

Note: Reads winnings and withholding; verify each box against the source statement

Note: Reads income and withholding; review the income code and treaty fields manually

Note: Limited sample coverage; review manually

Note: Manual entry is available; automatic extraction still needs fixture coverage

Note: Manual entry is available; automatic extraction still needs fixture coverage

Note: Basic 1040-NR calculation coverage; treaty claims and complete TY2025 filled-form output are not ready

Note: Safe-harbor estimate only; TakoTax does not generate vouchers or payment instructions yet

Note: Common TY2025 lines are covered; rare adjustment lines still need review outside TakoTax

Note: Common TY2025 lines are covered, including Form 5329-only Line 8, Form 8889 Line 17b routing through Line 17c and Line 18, and the eligible residual negative Form 8978 Line 14 adjustment on Line 17z; detailed household-employment tax cases are not ready

Note: Common TY2025 lines are covered, including the capped negative Form 8978 Line 14 amount on Line 6l; full foreign-tax-credit detail is not ready

Note: Common TY2025 lines are covered; some detailed deduction lines are not ready

Note: Covers common business income and expense lines; at-risk and complex meal-limit cases are not ready

Note: Filled-form review is available for ordinary rental and pass-through cases; some rental-loss limitation cases are not ready

Note: Calculations can use direct facts; public input screens and filled-form output are not ready

Note: TY2025 paper/PDF supports exact ordinary-rate, qualified-dividend, long-term-capital-gain, Schedule D Lines 18/19, Form 4952 special-rate, and current/historical Form 2555 Foreign Earned Income Tax Worksheet stacks from combined taxpayer/spouse Lines 45/50 and Line 2b related itemized deductions or exclusions, including source-derived capital-gain-excess refigures. A typed chronological filed-return/prior-election ledger reconstructs chained Schedule J history and reconciles each prior filed Line 23. Schedule J e-file remains blocked; complete standalone Form 2555 filing readiness is separately unavailable.

Note: Preview calculation only; household detail inputs and filled-form output are not ready

Note: Common child-credit cases are covered, including owner-tagged W-2 Code Q combat pay, each owner's separate EITC election, and RRTA Part II-B Line 21 for railroad employees and employee representatives with complete source detail; territory income, Form 4563, and Puerto Rico residency cases are not ready

Note: Routes a filer-attested Form 461 Line 16 amount to Schedule 1 Line 8p; complete Form 461 calculation and filled-form output are not ready

Note: Routes common debt-cancellation exclusions; filled-form output still needs validation

Note: TY2025 filing-ready output covers fully absorbed current-year general, passive, and foreign-branch baskets only with reconciled Part I/II detail, explicit consistent residence country, audited Line 3e gross-all-sources and paid/accrued evidence, no advanced line adjustments, and at most three country columns. Non-1099 rows must be USD-denominated without conversion; the Form 1099 notation is passive, paid, and source-documented only. Carryovers, excess current tax, converted currency, attachments, itemized/advanced adjustments, high-tax, Section 951A, treaty, AMT, K-1, and future-year cases remain blocked.

Note: Plain regular-method penalties and pure Box E page-1 filings with direction-specific prior-tax support are available for TY2025; TY2026 Box E, waiver, actual-date withholding, mixed reason-box, and Schedule AI cases are not ready

Note: Preview calculation only; event and property detail plus filled-form output are not ready

Note: For 2025, enter interest on investment debt, such as broker margin-loan interest; advisory and custodial fees do not reduce the limit

Note: All TY2025 credit filing predicates include Form 6251, and a negative signed Form 8978 Line 14 amount reduces Line 10; capital-gain-rate, REMIC, catchall-adjustment, AMT foreign-tax-credit, and Forms 3800/8801/8834 source-credit computation and output remain available for preview only

Note: Recognized-income preview; detailed sale records and multi-sale output are not ready

Note: Computes the Section 1256 aggregate and 60/40 Schedule D split, but cannot produce a filing-ready Form 6781 without contract, straddle, and election detail

Note: Amend a return originally prepared in TakoTax for the current tax year

Note: Rough proportional allocation only; the full IRS worksheet and TY2025 output are not ready

Note: Detailed TY2025 per-child paper/PDF output is supported for eligible children with ordinary interest, dividends, qualified dividends, and capital-gain distributions. The TY2026 draft preview carries the same narrow per-child calculation but cannot produce final PDFs or filing output until the final form is integrated. Other tax years and AMT, NIIT, Schedule B/foreign/nominee, Form 4952, and special-rate gain cases remain blocked; every Form 8814 return is blocked from e-file until IRS e-file carries one attachment per elected child

Note: Complete structured TY2025 cases support reviewed paper/PDF output. Legacy aggregate preview inputs are unsupported for filing. More than three Line 1 student rows require an attachment and remain unsupported. Qualifying-relative student cases remain unsupported because IRC §152(d) gross-income proof is not modeled. Every non-TY2025 PDF packet is unsupported. E-file is unsupported.

Note: Preview calculation only; child and adoption-event detail plus filled-form output are not ready

Note: AOTC requires a filer-attested eligible-student count; 1098-T amounts alone do not establish eligibility. Until per-student Form 8863 Part III detail is modeled, education-credit math is preview-only and no filing/PDF/intermediate export is available

Note: Covers TY2025 line 1 and 2 output; line 3-only cases and joint-return aggregate detail are not ready

Note: Supported TY2025 normal-HSA cases fill Lines 14a-17b and route Line 17b tax to Schedule 2 Line 17c and Line 18. Every positive manual or imported distribution requires an explicit owner and Line 14b amount or zero; a positive Line 14b also requires its earnings subset, including zero for rollover-only. After-age-65 Line 17a exceptions require owner-specific age/date evidence. Disability exceptions additionally require all IRC §72(m)(7) substantial-gainful-activity, medically-determinable-impairment, duration, and proof attestations. Death exceptions remain preview-only with `form_8889_death_beneficiary_detail`. MFJ returns with two HSA owners or mismatched contribution/distribution owners remain preview-only with `form_8889_multiple_hsa_owners` until separate Forms 8889 are supported. Imported 1099-SA routing requires Box 3 code 1 and Box 5 HSA; codes 2-6 and missing or non-HSA account types block filing readiness

Note: Limited eligibility check; filled-form output still needs validation and the credit ends after 2026-06-30

Note: Limited eligibility check; VIN, dealer detail, and filled-form output are not complete

Note: Limited eligibility check; VIN, dealer detail, and filled-form output are not complete

Note: TY2025 Part V accounts and Part VI other foreign assets are printable when every entry has exact identity, ownership, status/acquisition, value, currency-conversion, and mutually exclusive foreign-entity or issuer/counterparty evidence. The main form reconciles Parts I/II and marks/counts every official page-2 statement. Part III tax items, multiple issuers/counterparties for one asset, legacy account_type other drafts, and non-TY2025 packets remain blocked.

Note: Signed aggregate Line 14 routing is supported through Form 1040 Line 16, Form 6251 Line 10, Schedule 3 Line 6l, and eligible Schedule 2 Line 17z taxes; source Form 8978 attachments must be prepared outside TakoTax and block filing until attachment output is supported

Note: Filing-ready TY2025 output covers explicitly attested annual Line 11, complete monthly Lines 12-23, lawful Part IV shared-policy Situations 1-4 (including the zero-family-size allocation case), and beneficial Part V alternative-marriage calculations. Monthly and Part IV cases require every Form 1095-A policy month, legal allocation percentages or independently correct tax-family SLCSP evidence, reconciled row totals, and the correct Line 9/10 answers. Multi-policy months require audited policy-state and benchmark-group identity: every policy in one calculation family/state/month must reconcile to one group and one effective Column B amount, including allocated rows; different states add. Distinct same-state benchmarks for the December-marriage separate-coverage-family exception remain preview-only until dedicated evidence is modeled. Part V requires the actual marriage date, joint-return eligibility answers, stable nonoverlapping claimed-dependent assignments, and the complete pre-marriage policy/member/month matrix reconciled to the regular Form 1095-A rows. Family size and household income must reconcile to taxpayer/spouse claimability, claimed dependents, complete Worksheet 1-1 additions, and the required-to-file dependent MAGI roster; taxpayer and spouse identifiers cannot be reused as dependents. Filers who lived in more than one poverty-table region, or joint filers who lived in different regions, must select the highest applicable table. Exception 1 is supported for married persons who meet the living-apart rules and file Head of Household or Single on Form 1040-NR; MFS Exception 2 and the below-FPL Marketplace-estimate or lawfully-present-Medicaid exceptions are supported only when every branch-specific answer is complete. Missing coverage rows, ambiguous benchmark identity, unlawful allocation combinations, unreconciled family or policy evidence, and unanswered or contradictory eligibility evidence remain preview-only and must be resolved before filing.

Note: Recapture and Section 1244 preview; detailed transaction lines and filled-form output are not ready

Note: Covers TY2025 Parts I, III-VIII, and IX; older aggregate excess-IRA and employer-plan excise-tax cases are not ready

Note: Covers TY2025 Parts I and II; multi-year basis, broader Roth, and inherited IRA cases are not ready

Note: Calculations can use direct facts; public input screens and filled-form output are not ready

Note: Passive-activity loss preview for simple cases; per-activity detail and filled-form output are not ready

Note: Manual entry; prepared for print/mail only — not e-filed through this product

Note: Manual entry; lines 4–6 from your return. Print/mail only — not e-filed through this product

Note: Manual entry; print/mail only — not e-filed through this product

Note: Manual entry; balance due from your return. Print/mail only — not e-filed through this product