Forms & Schedules

Incl

ELF

Notes

Form 1040-A

x

x

One keystroke to switch to Form 1040

Schedule 1

x

x

Schedule 2

x

x

Schedule 3

x

x

Form 1040-EZ

x

x

Automatically selected when eligible

Form 1040

x

x

One keystroke to switch to Form 1040A

Form 1040-ES

x

Form 1040-V

x

Form 1040-X

x

Schedule A

x

x

Schedule B

x

x

Schedule C

x

x

5 copies

Schedule C-EZ

x

x

2 copies

Schedule D

x

x

Schedule E

x

x

Unlimited number of rental properties and prints as many Schedule Es as required, however IRS limits ELF to 15 Schedule Es.

Schedule EIC

x

x

Schedule F

x

x

2 copies

Schedule H

x

x

2 copies

Schedule J

x

x

Schedule R

x

x

Schedule SE

x

x

2 copies TP & SP

Form W-2

x

x

50 copies (IRS ELF limit)

Form W-2G

x

x

30 copies (IRS ELF limit)

Form W-4

x

Print only

Form 1099-DIV

x

Unlimited copies

Form 1099-INT

x

Unlimited copies

Form 1099-MISC

In the works

Form 1099-R

x

x

10 copies (IRS ELF limit)

Form 1116

x

x

8 copies (IRS ELF limit)

Form 1310

x

Form 2106

x

x

2 copies TP & SP

Form 2106-EZ

x

x

Form 2120

x

Print only

Form 2210

x

x

Form 2210-F

x

x

Form 2350

x

x

Print only

Form 2441

x

x

Form 2555

x

x

2 copies

Form 2555-EZ

x

x

2 copies

Form 2688

x

x

Form 3468

x

x

Form 3800

x

x

Form 3903

x

x

Form 4136

x

x

Form 4137

x

x

2 copies TP & SP

Form 4255

x

x

Form 4361

x

Print only

Form 4506

x

Print only

Form 4562

x

x

8 copies (IRS ELF limit), unlimited depreciable assets

Form 4684

x

x

Form 4797

x

x

Form 4835

x

x

4 copies

Form 4868

x

x

Form 4952

x

x

Form 4970

x

x

Form 4972

x

x

2 copies (IRS ELF limit)

Form 5329

x

x

2 copies TP & SP

Form 5884

x

x

Print only

Form 6198

x

x

10 copies (IRS ELF limit)

Form 6251

x

x

Form 6252

x

x

8 copies (IRS ELF limited to 3)

Form 6478

x

x

Form 6765

x

x

Form 6781

x

x

Form 8271

x

x

Form 8283

x

x

2 copies

Form 8332

x

Form 8379

x

x

Form 8396

x

x

Form 8453

x

Signature form for ELF

Form 8582

x

x

Form 8586

x

x

New for 2000

Form 8582CR

x

x

Form 8606

x

x

Form 8609

x

Print only

Form 8615

x

x

Form 8801

x

x

Form 8812

x

x

Form 8814

x

x

3 copies (IRS ELF limit)

Form 8815

x

x

Form 8818

x

Print only

Form 8820

x

x

Form 8822

x

Print only

Form 8824

x

x

5 copies

Form 8826

x

x

Print only

Form 8828

x

x

Form 8829

x

x

5 copies (IRS ELF limit)

Form 8830

x

x

Form 8834

x

x

5 copies

Form 8835

x

x

Form 8844

x

x

Form 8845

x

x

Form 8846

x

x

Form 8847

x

x

Form 8847 Sch A

x

x

5 copies

Form 8853

x

Print only

Form 8857

x

Print only

Form 8859

x

x

Form 8861

x

x

5 copies

Form 8862

x

Form 8863

x

Form 8867

x

Form 9465

x

x

Worksheets

Incl

Notes

Asset depreciation

x

Unlimited items, see depreciation module

Capital Gains Tax

x

Automatic

Child Tax Credit

x

Child Tax Credit line 11

x

Deduction for exemptions

x

Dependent Care Credit limitation

x

Automatic, integrated with form

EIC calculation

x

Integrated with form, linked to Form 8867

EIC – Modified AGI

x

EIC – Investment Income

x

Estimate/Applied/Carryover payments

x

Exemption limitation

x

Automatic

IRA deduction

x

Itemized deduction limitation

x

Automatic, integrated with form

Married filing separately analysis

x

A real time saver

RAL/ERC application

x

Rental property

x

Unlimited copies, superb handling for a large number of rental properties.

Schedule K-1 – Partnership

x

Schedule K-1 – S Corp

x

Simplified general rule – 1099-R

x

Self-employed health insurance deduction

x

Social Security benefits taxable

x

Standard deduction for dependents

x

Automatic

State & Local Income Tax Refund taxable

x

Student Loan interest

x

Unemployment compensation

x

Vehicle expense worksheet

x

4 vehicles

Printing Methods

Incl

Notes

Laser printing

x

Selectively print Preparer Copy, Revenue Copy, or Taxpayer Copy. One keystroke to print the active form. Even print blank forms quickly and easily.

Miscellaneous Features

lncl

Notes

City, ST, Zip Code sprite

x

City, ST and Zip Code information is saved and immediately dropped in the next time the Zip Code is entered either in the City fields or Zip Code fields

Depreciation module

x

Allows for an unlimited number of assets. Depreciation may flow to any Form or Schedule that accepts a depreciation deduction and be supported by any of the 8 Form 4562. Two versions of an Asset Depreciation Statement are available.

Employer Information sprite

x

EI Number information is saved and immediately dropped in the next time the EI number is entered. A real time saver while entering W-2s for electronic filing.

Filtered data entry

x

Our special "tax filters" allow only the characters acceptable by the IRS ELF system in each entry field.

Spouse & Dependent name sprite

x

SP & Dependent last names default to the TP’s last name to save keystrokes. Simply overtype when not the same.

Valid entry tables

x

Many fields allow only certain entries. These are selectable from defined tables.