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11042: GruntWorx - Supported Tax Forms


GruntWorx

What tax forms does GruntWorx support or recognize?

Different forms are recognized and supported for the organize and data extraction portions of GruntWorx. The tables below list the IRS form name and whether it is included in an Organize, Populate, or Trades GruntWorx job. 

Organize

Organized forms (available for all return types):  

Form

Form-specific bookmark?

1042-S

Yes

1095-A

Yes

1095-B

Yes

1095-C

Yes

1098-C

Yes

1098-E

Yes

1098 Mortgage

Yes

1098-T

Yes

1099-A

Yes

1099-B

Yes

1099-C

Yes

1099-CAP

Yes

1099-DIV

Yes

1099-H

Yes

1099-INT

Yes

1099-LTC

Yes

1099-MISC.

Yes

1099-OID

Yes

1099-PATR

Yes

1099-Q

Yes

1099-R

Yes

1099-S

Yes

1099-SA

Yes

1099-G

Yes

1099-G Government Payments

Yes

1099-K

Yes

1099-NEC

Yes

2439

Yes

5498

Yes

5498-ESA

Yes

5498-SA

Yes

Brokerage Statements

Yes

K1 1041

Yes

K1 1065

Yes

K1 1120-S

Yes

RRB-1099

Yes

RRB-1099R

Yes

SSA-1099

Yes

W-2

Yes

W-2G

Yes

W-2C

Yes

Bank statements

Yes

Tax Payments

Yes

Receipts

Yes

Client organizer

Yes

Engagement Letter

Yes

Back Pages or Blank Pages

No. Displayed under “Back/Blank Pages” tab.

Handwritten or poorly scanned documents

No. Displayed under "Poor Quality/Handwritten Notes" tab.

Supporting Documents

No. Displayed under "Supporting Documents” tab.

1041 Grantor Letters

Yes (Grantor Letters are bookmarked as a 1041 K-1 but are not part of a populate job – no XML file is produced)

Populate

Information extracted and forms populated by federal return type. This job type creates an .XML file that is used to populate the info in the return: 

1040 1041 1065 1120S 1120
1041 K-1 1099-OID 1065 K-1 1065 K-1 1065 K-1
1065 K-1 1099-INT 1041 K-1 1041 K-1 W-2G
1120-S K-1 1099-DIV W-2G W-2G 1099-MISC
1095-A 1099-MISC 1099-MISC 1099-MISC 1099-NEC
1098 Mortgage 1099-R 1099-NEC 1099-NEC
1099-DIV 1065 K-1
1099-G 1041 K-1
1099-INT 1120-S K-1
1099-MISC W-2
1099-OID W-2G
1099-R 1099-NEC
RRB-1099
SSA-1099
W-2
W-2G
1099-NEC
       

Trades

When a Trades job is submitted, an Excel file is generated and returned from GruntWorx. A trades job is available for return types 1040, 1041, 1120, 1120-S, and 1065 only. Not supported for import into other return types.

Supported Form Types 
1099-B
Consolidated 1099 Brokerage Statements

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