GruntWorx - Supported Tax Forms
Article #: 11042
Last Updated: October 21, 2024
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.
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
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 | 1120-S | 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 |
While some state information may be populated during the population of federal data entry screens, additional state-specific entries may be necessary where applicable.
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 |
Note CoinBase statements are not official IRS documents so they are not supported.