This table contains the different parts of the tax return and whether will do them for you or not. Review this table carefully and if you really want a feature we don’t support leave it as a review and we’ll make sure to prioritize feature that people want!

Form Name What It Covers TaxSlayer Status TaxWise Status
Federal Return IRS Form 1040, income, deductions, credits, and tax liability Active Active
State Return State-level income tax filings, credits, and adjustments Planned, but inactive Planned, but inactive
Main Info Core taxpayer information (name, SSN, address, etc.) Active Active
Dependent Dependents and related details Active Active
W-2 Wages and income Active Active
ID Client identification (driver’s license) Active Active
1098 Mortgage interest Active Active
1099-NEC Non-employee compensation Active Active
1099-R Retirement income and distributions Active Active
1098-T Tuition statements Active Active
1098-E Student loan interest Active Active
1099-INT Interest income Active Active
1095-A Health insurance marketplace coverage Active Active
1099-G Government payments (unemployment, refunds, etc.) Active Active
1099-MISC Miscellaneous income Active Active
1099-DIV Dividend income Active Active
Bank Products Refund transfers, direct deposit products, and related banking settlement options Active Active
1099-SA Distributions from Health Savings Accounts (HSAs), Archer MSAs, and Medicare Advantage MSAs Active Active
Pull Forward Pull-forward returns involve having Wizzy understand what is done and what to fill in based on that information. Planned, but inactive In Progress, but not complete
1099-B Proceeds from broker and barter exchange transactions (stocks, bonds, mutual funds, etc.) Planned, but inactive Active
Childcare Child and dependent care expenses, Form 2441 Planned, but inactive Active
Capital Gains Investment sales, stock/bond gains outside of Schedule D Not Supported Active
Business Business income, deductions, and related schedules Not Supported Not Supported
Medical Medical expenses and deductions Not Supported Not Supported
Credits Various tax credits Not Supported Not Supported
Business Expense Detailed business operating expenses Not Supported Not Supported
Schedule C Profit or Loss from Business (sole proprietorship) Not Supported Not Supported
Schedule D Capital Gains and Losses Not Supported Not Supported
Receipts General client receipts for income or expenses Not Supported Not Supported
Charitable Donations Not Supported Not Supported

Types of Errors Wizzy Can Make

Wizzy is your AI-powered tax assistant that works directly inside TaxWise and TaxSlayer.

Examples