Supported source documents
To make tax season smoother and more efficient, we are introducing automation that will automatically process many standard tax and financial documents. This will help save time and reduce the reliance on manual data input.
Manual preparation and entry are available for all other document types.
R2R currently supports the following source documents:
- W-2
- 1099-DIV
- 1099-INT
- Prior Year 1040 Tax Return
- 1099-R
- SSA-1099
- 1099-OID
- 1099-MISC (Other Income only)
- 1098 Home Mortgage (Schedule A only)
- 1098-T
- 1099-G
- 1099-SA
- RRB-1099
- 1098-E
- 1099-Q
- 1099-DA
- 1099-B
- 1099-NEC
- Prior Year 1040-ES (Estimated Tax)
- 1099-K
- 1099-QA
- 1099-C
- W-2G
- Cash Contributions
- Statement from daycare/receipts
note
R2R is also currently working to expand automation support to include Schedule K-1, 1099 Consolidated statements and other 1040 forms.
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Tax form coverage and source document automation
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