Forms supported by TaxSort

TaxSort supports the following forms for labeling and organizing.

Administrative

  • Tax Organizer
  • IRS Letter
  • W-7

Adjustments

  • 098-T
  • 1098-E
  • 1098-MA
  • 1099-Q
  • 5498
  • 5498-ESA
  • 5498-SA

Credits

  • 1095-A
  • 1095-B
  • 1095-C
  • 1097-BTC
  • 1099-H

Deductions

  • Charitable Contributions
  • Property Tax
  • 1098
  • 1098-C
  • 8283

Income

  • Additional Investment Info
  • Bank Statement
  • CCC-1099G
  • Consolidated 1099
  • Grantor Trust
  • RRB-1099
  • Schedule K-1 (1041)
  • Schedule K-1 (1065)
  • Schedule K-1 (1065B)
  • Schedule K-1 (1120S)
  • SSA-1099
  • W-2
  • W-2C
  • W-2G
  • 1099-A
  • 1099-B
  • 1099-C
  • 1099-CAP
  • 1099-DIV
  • 1099-G
  • 1099-K
  • 1099-INT
  • 1099-LTC
  • 1099-MISC
  • 1099-OID
  • 1099-PATR
  • 1099-R
  • 1099-S
  • 1099-SA
  • 2439

Miscellaneous

  • Cancelled Check
  • Credit Account
  • HUD-1
  • Loan
  • Massachusetts Health Care
  • Receipt
  • 2848
  • 4868
  • 8879

Payments

  • 1040-ES
  • 1042-S

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