Available Forms and Limitations

General Program Limitations

• Attaching Statements- If you need to add statements or PDF attachments, you will not be able to use this program to efile your return
• Writing in Additional Information- Lines on some forms may request that you to "write in" additional supporting information. Your ability to do this is limited to Form 1040 and a few of the most frequently used forms. When allowed, the form provides designated spaces for this information. Users can enter a maximum of one description and amount combination per line, where writing in additional information is permitted. See “Additional Information Areas” in the User’s Guide and review your form on the Line-by-Line page. If the form does not provide a space for this information, you may not be able to use this program to efile your tax return.
• Decedent Returns- The program might not efile a decedent return. If the Primary or Secondary taxpayer on the return is a decedent, it may be necessary to mail in the return.
• E-filing Forms- To efile forms, (except Form 4868) they must be attached to Form 1040

Specific Form Limitations

A form limitation may keep you from completing or e-filing your return. Review the list of available (supported) forms you plan to complete and click on the Known Limitations link to determine if the limitation will affect your ability to use the program.

Forms Available for Filing Season 2019 (TY 2018)

Forms with Known Limitations

Form 1040, U.S. Individual Income Tax Return:

• The program only supports filing for the calendar year (January 1 – December 31).
• You cannot enter letters where the form is expecting a nine digit Tax Identification Number (a Social Security, Individual Tax Identification Number, etc.) - back to list

Schedule A, Itemized Deductions:
Line 11 will only allow one individual's personal information to be entered. - back to list

Schedule C-EZ, Net Profit from Business:
You cannot add more than 1 Schedule C-EZ for the taxpayer or 1 Schedule C-EZ for the spouse to your return. - back to list

Schedule E, Supplemental Income and Loss:

 

 

• The program does not support multiple copies of page 2 of Schedule E. Taxpayers who need to list more entities than Parts II, III and IV allow will not be able to use this program to complete their tax return.
• The program does not support filing Form 4562 with only page 2 (Parts II, III and IV) of Schedule E. To file Form 4562 with Schedule E, you must also transmit page 1 of Schedule E. If you do not have any property to list on page 1 of Schedule E, you will not be able to file Form 4562 with Schedule E. - back to list

 

 

Schedule EIC, Earned Income Credit:
The program does not support "Kidnapped" as additional information you can enter on the schedule. - back to list

Form 1116, Foreign Tax Credit:

 

 

• Part II column (j) will not accept "909 TAXES" or "1099 TAXES" in lieu of a date. Additionally, you cannot write in the words "DIVIDENDS" and "WAGES" on Part I line 1(a) or "LSD" on line 22.
• An AMT version of this form is not available. All copies if Form 1116 will transfer line 30 to Form 1040 line 48. - back to list

 

 

Form 2441, Child and Dependent Care Expenses:
The form will not accept "LAFCP" or "Tax EXEMPT" on as an entry on Line 1(c). - back to list

Form 4562, Depreciation and Amortization (Including Information on Listed Property):
Form 4562 is not available from the "Add/View Forms" menu. This form is an attachment to Schedule C, Schedule E and Schedule F. The form is selected from the "Add" button directly from Schedule C, Schedule E and Schedule F. If you need to associate more than one Form 4562 to a Schedule C, Schedule E or Schedule F, you must create another Schedule C, Schedule E or Schedule F to associate with the additional Form 4562. The asset shown on Form 4562 must be listed on its "parent" Schedule C, Schedule E or Schedule F. - back to list

Form 4797, Sales of Business Property:
Line 2 columns (b) through (f) will not allow you to enter "From Schedule K-1 (Form 1120S)" across these columns. Column (g) is a calculated filed and will not allow manual entry. Also, it is not possible to enter "N/A" on line 32. - back to list

Form 6198, At Risk Limitations:
Form 6198 is not available from the "Add/View Forms" menu. This form is an attachment to Schedule C, Schedule E and Schedule F. The form is selected from the "Add" button directly from Schedule C, Schedule E and Schedule F. Each Schedule C, Schedule E or Schedule F should contain one associated Form 6198. - back to list

Form 6251, Alternative Minimum Tax-Individuals:

 

 

• When line 35 equals zero, the form will not print or transmit with your return. This will not cause your return to reject. We suggest you print the individual form for your records.
• The program does not support an AMT version of Form 1116. Line 30 of every Form 1116 you add to your return will total to Form 1040, line 48. - back to list

 

 

Form 8283, Noncash Charitable Contributions with 1098C:
Contributions of Motor Vehicles, Boats and Airplanes: Taxpayers are required to submit Form 1098C with Form 8283 if they donate a vehicle valued at $500 or more. Form 1098C is not supported; therefore, the taxpayer must mail in the return with the Form 1098C attached. The program restricts the user to attaching no more than four (4) 8283 Forms. Also, you cannot type in the text "VARIOUS" on line 5 column (d). - back to list

Form 8582, Passive Activity Loss Limitations:
You may only add one of these forms to your return. - back to list

Form 8606, Nondeductible IRAs:
Each taxpayer and spouse on the return is able to add one Form 8606 to the return. You cannot add more than one Form 8606 for either the Taxpayer or Spouse. - back to list

Schedule 8812, Child Tax Credit (Special Circumstances):
For each child that meets the Special Circumstances described in the instructions, you must only select the "No" box, for the applicable lines A – D, in Part 1. Do not select both boxes, per the instructions for the schedule. Presently, Schedule 8812 will not accept more than four (4) qualifying children and you are not able to add more than one (1) Schedule 8812 to a return. If you have more than four (4) qualifying children to add to Schedule 8812, you will not be able to e-file the return. - back to list

Form 8829, Expense for Business Use of Home:
This form is not available from the "Add/View Forms" menu. You can only attach Form 8829 by first opening the associated Schedule C. You may only associate one Form 8829 to a Schedule C. If you need to associate more than one Form 8829 to a Schedule C, create another Schedule C's for the same business – associate one form 8829 to one Schedule C and the other form 8829 to the second Schedule C (properly allocating all other income and expense items). - back to list

Form 8863, Education Credits (Hope and Lifetime Learning Credits):

 

 

• If you qualify for American Opportunity Credit, the program will not allow you to opt to take the Lifetime Learning Credit instead.
• A single student cannot add more than one (1) page 2 (Part III) to Form 8863. If a single student attended more than two (2) different universities during the year, they will not be able to efile when completing more than one more than one page two (Part III).
• Tip: Part III must be completed, for each student, before entering information in Part I and Part II. - back to list

 

 

Form 8880, Credit for Qualified Retirement Savings Contributions:
Line 8 (AGI from your main form) is automatically calculated. If you are filing Form 2555, you are not able to add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico - back to list

Form 8885, Health Coverage Tax Credit:
You cannot efile you return with this form attached. To file this form and receive a credit, this form requires you to attach documents associated with line 2. The Free File Fillable Forms program does not support attaching documents. If you need to include Form 8885 with your return, you must mail in your return. - back to list

Form 8889, Health Savings Accounts (HSAs):
If the Death of Account Beneficiary provision applies to you and you are not required to complete Part I, you will not be able to e-file your return with form 8889. You may complete your return, using Form 8889 and mail in your return.

Line 13 calculates the smaller of line 2 or 12. If you are instructed to add any amount to what is calculated for line 13, you will not be able to do so and still efile the return. You can manually complete Form 8889 and mail in your return. - back to list

Form 8936, Qualified Plug-in Electric Drive Motor Vehicle Credit:
This form will only support one qualifying vehicle. If you are trying to claim more than one qualifying vehicle, you will not be able to use this form and e-file your return. - back to list

Form 8938, Statement of Foreign Financial Assets:
Taxpayers may only attach one of these forms to their return. The form has two pages. Parts V and VI are on page 2. You may add, as continuation pages, a total 25 copies of page 2 (continuation pages). - back to list

Form 8949, Sales and other Dispositions of Capital Assets:
You will not be able to enter "EXPIRED" in columns (d) or (e). - back to list

Form 8962, Premium Tax Credit:
Line 26 is automatically calculated. If you are electing to use the alternative calculation for marriage, you cannot manually enter a zero on line 26. - back to list

Form 8965, Health Coverage Exemptions:
The form supports up to six individuals and you cannot add more than one Form 8965 to your return. - back to list

Form W-2, Wage and Tax Statement:
The program will not allow more than four codes in box 12 or box 14. The program will not allow the user to add more than thirty (30) W-2s. - back to list

Form W-2G, Certain Gambling Winnings:
The program will not allow the user to add more than thirty (30) W-2Gs. - back to list