Triva isn't available right now.
Check out the support page for our phone number and hours
Federal input screens
Comparative Analysis Options dialog (1040)
Consent to Disclose tab (1040)
New Client Options dialog (1040)
Protection Plus Audit Assistance
Return Presentation tab (1040)
Tax Return History Chart Options dialog (1040)
1040 frequently asked questions
Screen 8594 - Asset Acquisition Statement (1040)
Screen 5471-7 - Accumulated Earnings and Related Party Transactions (1040)
Screen 3115-2 - Automatic Change & Sec 481(a) (1040)
Screen PBasis2 - Partner Basis Carryovers (1040)
Screen 5405 - First-Time Homebuyer Credit Repayment (1040)
Screen Insolve - Insolvency Worksheet
Screen 1095A - Form 1095-A, Health Insurance Marketplace Statement (1040)
Screen SSA1042S - Social Security, Tier 1 Railroad Retirement Benefits (1040)
Screen IDAuth - Identity Authentication (1040)
Screen Keogh - Keogh, 401(k), SEP, SIMPLE Contributions (1040)
Screen TPW-2 - Tax Projection, Page 2 (1040)
Screen 8615 - Kiddie Tax - Parent and Taxpayer Information
Screen K1-St - State Information for Schedule K-1 (1120 / 1065 / 1041) (1040)
1040-PA Local Cities Setup window
Screen 8621 - Passive Foreign Investment Company or Electing Fund (1040)
Screen 9465 - Installment Agreement Request (1040)
Screen Educate - Education Payments, Adjustments, Credits (1040)
Screen 1099Q - Education Program Payments (1040)
Screen 8839 - Qualified Adoption Expenses (1040)
Screen 8828 - Federal Mortgage Recapture (1040)
Screen 2YrF - Two Year Comparison - Schedule F (1040)
Screen 2Yr4835 - Two Year Comparison - Form 4835 (1040)
Screen 970 - Application To Use LIFO Method, Page 1 (1040)
Screen 3468-2 Advanced Coal, Energy, Manufacturing and Energy Credit (1040)
Screen 3468-3 Energy Credit Continued and Rehabilitation Credit (1040)
Screen 3468 - Facility Information (1040)
Screen 5471-2 - Other Information & Foreign Corp Stock (1040)
Screen 5471-3 - U.S. Shareholders & Income Statement (1040)
Screen Clergy - Minister, Clergy, and Religious Workers (1040)
Screen OthAsset - Forms 4562 & 4797 (1040)
Screen 8609A - Annual Statement for Low-Income Housing Credit (1040)
Screen 982 - Reduction of Tax Attributes - Discharge of Indebtedness (1040)
Screen 8833 -Treaty-Based Return Position Disclosure
Screen 8910 - Alternative Motor Vehicle Credit (1040)
Screen Cr-Bus5 - Forms 8896, 8908, 8900, 8906 (1040)
Screen Cr-3 - Form 5695, Residential Energy Credit (1040)
Screen 8936QC – Qualified Commercial Clean Vehicle Credit
Screen 8992 - U.S. Shareholder Global Intangible Low-Taxed Income (GILTI) (1040)
Screen 8941 - Small Employer Health Insurance Premiums (1040)
Screen Elect - Elections (1040)
Screen 2120 - Multiple Support Declaration (1040)
Screen 114 - Report of Foreign Bank Accounts (FBAR) (1040)
Screen 3115-3 - Change in Overall Method (1040)
Screen 3115-4 - Change Within LIFO Inventory Method (1040)
Screen 3115-5 - Change in Long-Term Contracts (1040)
Screen 3115-6 - Method of Cost Allocation (1040)
Screen F-3 - Farm - Passive, Other Information (1040)
Screen 8938-2 - Statement of Specified Foreign Financial Assets, Page 2 (1040)
Screen A - Itemized Deductions (1040)
Screen PBasis1 - Partner Basis (1040)
Screen CO6765 - Research Credit Carryover
Screen EIC - Earned Income Credit (1040)
Screen SBasis3 - Shareholder Basis Carryovers (1040)
Screen PALCrCO - Schedule K-1, Passive Credit Carryovers (1040)
Screen Rent-3 - Rent and Royalty Property - Vacation Home (1040)
Screen 1099P - Distributions from Cooperative (1040)
Screen Refunds - State and Local Tax Refunds (1040)
Screen 2106 - Employee Business Expenses (1040)
Screen Consent - Consent to Disclose, Use Tax Return (1040)
Screen Bank - Deposit, Electronic Funds Withdrawal (1040)
Screen 4684Elec - Federally Declared Disaster Loss Election
Screen 8697 - Interest Computation Under Look-Back Method (1040)
Screen 1099QA - ABLE Account Information (1040)
Screen 8082 - Inconsistent Treatment or AAR (1040)
Screen St Pmt - State and City Payments (1040)
Screen 8990 - Limitation on Business Interest Expense Under Section 163 (j)(1040)
Screen 962 - Section 962 Election (1040)
Screen ACA Tax - Net Investment Income Tax Add'l Medicare Tax
Screen 1116CO - Foreign Tax Credit, Carryover (1040)
Screen 1045-3 - Form 172, Part I - NOL
Screen 3520-2 - Foreign Trust Transfers, Distributions and Gifts (1040)
Screen 3520-3 - Form 3520-A, Return of Foreign Trust with U.S. Owner (1040)
Screen 8822B - Change of Address - Business (1040)
Screen Family - Related Returns - Family Transfer, FSO, Merged
Screen 5471-6 - Summary of Income From Foreign Corporation (1040)
Screen PTC - Premium Tax Credit (1040)
Screen 433 - Collection Information Statement (1040)
Screen 926-2 - U.S. Transferor of Property to a Foreign Corporation, P2 (1040)
Screen 1099K - Payment Card and Third Party Network Transactions
Screen 3903 - Moving Expenses (1040)
Screen eSign - Electronic Signature (1040)
Screen AMT - Alternative Minimum Tax (1040)
Screen K1-2 - Schedule K-1, 1065 / 1120S - Current Income (1040)
Screen K1-3 - Schedule K-1, 1065 / 1120S - Deductions (1040)
Screen K1-4 - Schedule K-1, 1065 / 1120S - SE, Credits, Withholdings, Frgn (1040)
Screen K1-7 - Schedule K-1, 1065/1120S - QBID, Passive, Other, PTP (1040)
Screen K1QBI - Schedule K-1, 1065/1120S - QBI from Pass-Throughs (1040)
Screen OtherTax - SE, Other Taxes, 4137, 8919 (1040)
Screen 965-A - Section 965 Transition Tax (1040)
Screen 8862 - Claim Refundable Credits After Disallowance - EIC
Screen 8862-3 - Claim Refundable Credits After Disallowance - AOTC
Screen 8862-4 - Claim Refundable Credits After Disallowance - Other
Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
Screen 1099R-3 - Pension and Annuity, Page 3 (1040)
Screen 8915-D - 2019 Qualified Disaster Retirement Distributions & Repymts (1040)
Screen 5471-J - Accumulated Earnings and Profits of CFC
Screen 2106-2 - Employee Vehicle Expenses (1040)
Screen 1099NEC - Nonemployee Compensation (1040)
Screen 1042S-2 - Withholding US Income - Capital Income (1040)
Screen Coverage - Health Care Coverage (1040)
Screen 6198 - At-Risk Limitations (1040)
Screen 4684B - Business Casualty / Theft Loss (1040)
Screen Sale - Forms 4797 and 6252 (1040)
Screen Rent - Rent and Royalty Property (1040)
Screen 4835 - Farm Rentals (1040)
Screen F22Wrk1B - 2022 Qualified Disaster Distribution Worksheet 1B
Screen F21Wrk1B - 2021 Qualified Disaster Distribution Worksheet 1B
Screen 8283P2 - Noncash Contributions Greater Than $5,000 (1040)
Screen PRR - Preparer Review (1040)
Screen W2G - Gambling Winnings (1040)
Screen Rent-2 - Rent and Royalty Property - QBID, Passive (1040)
Screen 4835-2 - Farm Rental, QBID, Passive Information (1040)
Screen F-2 - Farm - Income and Expenses (1040)
Screen OGCost - Oil / Gas Cost Center Information (1040)
Screen C - Profit or Loss from Business (1040)
Screen DualStat - Dual-Status Statement
Screen H - Household Employment Taxes (1040)
Screen 2555 - Foreign Earned Income Exclusion (1040)
Screen NRA - Nonresident Alien Return (1040)
Screen Letter - Client Documents (1040)
Screen 1099SA - Health, Medical Account Distributions (1040)
Screen POA - Power of Attorney and Tax Information Authorization (1040)
Screen PIN - Electronic Filing Personal Identification Number (PIN) Information (1040)
Screen Cr-Bus2 - Forms 8586, 8846, 8844, 8864, 8830 (1040)
Screen 8379 - Injured Spouse Allocation (1040)
Screen W7-2 – Acceptance Agent information – Form W-7 (COA) (1040)
Screen 8903 - Domestic Production Deduction (1040)
Screen 8840 - Closer Connection Statement for Aliens (1040)
Screen 8621-2 - Passive Foreign Investment Company or Electing Fund, Page 2 (1040)
Screen W7 - Application for Individual Taxpayer Identification Number (1040)
Print City Rate Information dialog
Screen 1040 - General Information
Screen Auto - Auto Worksheet (1040)
Screen 1310 - Refund for Deceased Taxpayer (1040)
Screen Ext - Extensions (1040)
Screen J - Schedule J - Farm Income Averaging (1040)
Screen 8886 - Reportable Disclosure Statements (1040)
Screen Pen - Penalties and Interest (1040)
Screen 2YrC - Two Year Comparison - Profit or Loss From Business (1040)
Screen 2YrRent - Two Year Comparison - Schedule E (1040)
Screen 970-2 - Application To Use LIFO Method, Page 2 (1040)
Screen 56 - Notice Concerning Fiduciary Relationship (1040)
Screen 8918 - Material Advisor Disclosure Statement (1040)
Screen K1T - Schedule K-1, 1041 (1040)
Screen 4255 - Investment Credit Recapture (1040)
Screen 5471 - Foreign Corporation (1040)
Screen 5471-4 - Taxes Paid & Balance Sheet (1040)
Screen 8898 - Bona Fide Residence in a U.S. Possession (1040)
Screen 8886-2 - Reportable Disclosure Statements, Page 2 (1040)
Screen ComPSt - Community Property State Allocation (1040)
Screen 4136-2 - Fuel Tax Credit, Page 2 (1040)
Screen 8801 - Credit for Prior Year Minimum Tax (1040)
Screen 8275 - Disclosure Statements (1040)
Screen 8911 - Alternative Fuel Vehicle Refueling Property Credit (1040)
Screen 8857 - Innocent Spouse Relief (1040)
Screen 8857-2 - Eligibility and Knowledge Questions (1040)
Screen TermStmt - U.S. Residency Termination Statement (1040)
Screen IRA - Traditional and Roth IRA (1040)
Screen 8332 - Release of Child Exemption Claim (1040)
Screen 3115 - Change in Accounting Method (1040)
Screen Cr-Bus - Forms 3800, 5884 (1040)
Screen 3115-7 - Other Costs Not Allocated (1040)
Screen 3115-8 - Change in Depreciation/Amortization (1040)
Screen 4952 - Investment Interest Expenses (1040)
Screen 8938 - Statement of Specified Foreign Financial Assets (1040)
Screen COGBCr - Carryovers, General Business Credits (1040)
Screen 8404 - Interest on DISC Deferred Tax Liability (1040)
Screen SBasis1 - Shareholder Basis (1040)
Screen 1099M - Miscellaneous Income (1040)
Screen Cr - Dependent Care, CTC/ODC, Sch R, Foreign Tax Credit (1040)
Screen History - Tax Return History (1040)
Screen 5329 - Additional Taxes on Qualified Plans (1040)
Screen 1099C - Cancellation of Debt, Abandonment (1040)
Screen 2439 - Shareholder Undistributed Long-Term Capital Gains (1040)
Screen SSA-1099 - Social Security, Tier 1 Railroad Retirement Benefits (1040)
Screen FAFSA - Federal Student Aid Application Information (1040)
Screen Est - Federal Payments and Estimates (1040)
Screen TPW - Tax Projection (1040)
Screen C-3 - Profit or Loss From Business - Passive, Other (1040)
Screen FrgnAcct - Foreign Financial Accounts - Forms 8938 and 114 (FBAR) (1040)
Screen 1098C - Contributions of Motor Vehicles, Boats, and Airplanes (1040)
Screen 8615Sib - Kiddie Tax - Sibling Information (1040)
Screen K1-St2 - State Information for Schedule K-1 (1120 / 1065) (1040)
Screen 1116 - Foreign Tax Credit (1040)
Screen K1T-St2 - State Information for Schedule K-1T (1041) (1040)
Screen 8857-3 - Spousal Abuse and Other Information (1040)
Screen 1045 - General Information (1040)
Screen 1045-4 - Form 172, Part II (1040)
Screen NOLCO - NOL Carryover, Carryback (1040)
Screen 3520 - Transactions with Foreign Trusts, Receipt of Foreign Gifts (1040)
Screen K1T-3, Schedule K-1, 1041 - Credits, QBID, PAL, Carryovers (1040)
Screen 433-2 - Collection Information Statement, Page 2 (1040)
Screen 8858 - Foreign Disregarded Entities (1040)
Screen 8858-2 - Other Information (1040)
Screen 8858-3 - Other Information, Income Statement, Sect 987 Gain or Loss (1040)
Screen 8858-4 - Balance Sheet, Other Information and Earnings and Profits (1040)
Screen 8858-5 - Schedule M - Related Party Transactions (1040)
Screen 1042S - Withholding US Income
Screen 8288A - Withholding on Disposition of US Property
Screen 8805 - Withholding Sec 1446 Foreign Part
Screen QSEHRA - Qual Small Employer Health Reimbursement
Screen K1 - Schedule K-1, 1065 / 1120S - General Information (1040)
Screen K1TQBI - Schedule K-1, 1041 - QBID
Screen 965 - Deferred Foreign Income (1040)
Screen A-St - Miscellaneous Itemized Deductions (State Use Only) (1040)
Screen 8862-2 - Claim Refundable Credits After Disallowance - CTC/ACTC
Screen CO-2 - Carryovers, Nonbusiness - Qualified Conservation Contrib
Screen 8915-C - 2018 Qualified Disaster Retirement Distributions & Repymts (1040)
Screen 5471-E - Income, War Profits, and Excess Profits Taxes
Screen 5471-I1 - Information for Global Intangible Low Taxed Income
Screen 5471-P - Previously Taxed Earnings and Profit of U.S. Shareholder
Screen 7202 - Credit for Sick Leave and Family Leave (1040)
Screen 8824 - Like-Kind Exchanges (1040)
Screen F20Wrk2 - 2020 Qualified Disaster Distribution Worksheets 2-5
Screen F21Wrk1A - 2021 Qualified Disaster Distribution Worksheet 1A
Screen Income - Other Income (1040)
Screen F21Wrk2 - 2021 Qualified Disaster Distribution Worksheets 2-5
Screen 8283P1 - Noncash Contributions Less Than $5,000 (1040)
Screen OGWell - Oil / Gas Well Information (1040)
Screen W4 - Employee Withholding Allowance Certificate (1040)
Screen Info - Client Information (1040)
Screen Amend - Amended Return (1040)
Screen OtherAdj - Other Adjustments (1040)
Screen 4684P - Personal Casualty and Theft Loss (1040)
Screen 8885 - Health Coverage Tax Credit
Screen 8829 - Home Office Expenses (1040)
Screen 2555-2 - Foreign Earned Income Exclusion, Page 2 (1040)
Screen NRA-2 - Nonresident Alien Return, Page 2 (1040)
Screen InstPY - Prior Year Installment Sale (1040)
Screen 6781 - Contracts and Straddles (1040)
Screen 8814 - Parent's Election to Report Child's Interest and Dividends (1040)
Screen MortgInt - Home Mortgage Interest Limitations (1040)
Screen 8867 - Due Diligence Checklist (EIC, CTC/ACTC, AOTC)
Screen Cr-2 - 8880, 8396, 8582-Cr (1040)
Screen 1099R-2 - Pension and Annuity (Continued) (1040)
Screen Cr-Bus3 - Forms 8826, 8845, 8881, 8882, 8932 (1040)
Screen Cr-Bus4 - Forms 6478, 8904, 8874 (1040)
Screen K1Sale - Sales - Section 179 Pass-Through (1040)
Screen Home - Sale of Personal Residence (1040)
Screen St CO - State Passive Carryovers (1040)
Screen Contact - Client Contact Information and Third Party Designee (1040)
Screen 8824-2 - Like-Kind Exchanges, Page 2 (1040)
Screen RAL - Electronic Refund Account Application (1040)
Screen Broker - Consolidate Broker Statement (1040)
Screen K1T-2 - Schedule K-1 1041, Page 2 (1040)
Screen B&D - Interest, Dividends, Capital Gains / Losses, REMICs (1040)
Screen 4684PY - Prior Year Business Casualty and Theft (1040)
Screen CasPY - Prior Year Personal Casualty and Theft (1040)
Screen 6198-2 - At-Risk Limitations, Page 2 (1040)
Screen C-2 - Profit or Loss From Business - Expenses (1040)
Screen 8822 - Change of Address (1040)
1040 frequently asked questions
Screen 4136-3 - Fuel Tax Credit, Page 3 (1040)
Screen 5471-5 - Other Information, Current Yr Earnings, Shareholder Income (1040)
Screen 5471-8 - Foreign Corporation Organization or Reorganization (1040)
Screen 8453 - Paper Document Attachments
Screen 8936 - New/Previously Owned Clean Vehicle Credit (1040)
Screen Ponzi - Revenue Procedure 2009-20 (1040)
Screen 8912 - Credit to Holders of Tax Credit Bonds (1040)
Screen TPW-Comp - Tax Projection, Comparison (1040)
Screen IDTheft - Identity Theft Affidavit (1040)
Screen 673 - Claiming Exemption from Withholding on Foreign Earned Income (1040)
Screen TPW-ACA - Tax Projection, Affordable Care Act (1040)
Screen FEC - Foreign Employer Compensation (FEC) (1040)
Screen 2Yr - Two Year Comparison (1040)
Screen 1045-2 - Computation of Tax (1040)
Screen 926 - U.S. Transferor of Property to a Foreign Corporation (1040)
Screen 656 - Offer in Compromise (1040)
Screen K1-5 - Schedule K-1, 1065/1120S - AMT, Basis Items (1040)
Screen K1-6 - Schedule K-1, 1065/1120S - Other, Unreimbursed Ptr Expense (1040)
Screen CO - Carryovers, Nonbusiness (1040)
Screen 5471-H - Current Earnings and Profits
Screen 4562 - Depreciation and Amortization (1040)
Screen F22Wrk1A - 2022 Qualified Disaster Distribution Worksheet 1A
Screen ELF - Electronic Filing (1040)
Screen 4136 - Fuel Tax Credit (1040)
Screen 5498SA - Health, Medical Account Contributions (1040)
Screen 8689 - Allocation of Individual Income Tax to U.S. Virgin Islands (1040)
Screen BOI - Beneficial Ownership Information for FinCEN (1040)
Screen SBasis2 - Shareholder Debt Basis
Screen 1099R - Pension and Annuity Information (1040)
Screen F22Wrk2 - 2022 Qualified Disaster Distribution Worksheets 2-5
Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
Masking Social Security Numbers (SSNs) for clients with preparers outside the U.S.
Enter foreign pension information
Link Form 1116 to other activities
Use the Filing Status optimization tool
Freeze estimated tax payment amounts when amending a return after the original due date (1040 US)
Complete and e-file Form 1040X amended returns and 1040-SS corrected returns
Amend a return that has already been amended (1040)
Screen 8621-3 - Passive Foreign Investment Company or Electing Fund, Page 3 (1040)