IRS Forms
This IRS form is used to file if over age 65.
What is 1040 SR?
All compliance paperwork and PTIN Welcome Letters must be scanned to this location.
What is Tax Kofax?
This bank product allows the customer to apply for a loan against their refund.
What is a Refund Advance?
This credit is available for dependents under 17 and is refundable and non-refundable.
What is Child Tax Credit?
This form is used to report gambling income.
What is W2G?
This form is brought in by the taxpayer to report a taxable state refund.
What is Form 1099G?
This form is used to file a return when a taxpayer is unavailable and has authorized another to file on their behalf.
What is a Power of Attorney?
These two disbursement methods can be used for bank loan products.
What are Debit Card and Check?
This credit is claimed by filing Form 8880.
What is a Retirement Contribution Credit?
This form brought in by the taxpayer can be used to report rental, royalty, or non employee compensation.
What is 1099 Misc?
This form must be brought in by the taxpayer to claim an Education Credit.
What is Form 1098-T?
This form is required to be signed to use tax return information for another purpose other than filing a return.
What is a Consent to Use?
The amount of time a customer must wait until a check can be cashed after it has been printed.
What is 1 hour?
This form is used to reconcile the PTC.
What is Form 8962?
This form brought in by the taxpayer is used to report retirement income distributions.
What is Form 1099-R?
This form is used to file for Injured Spouse?
What is Form 8379?
This must be shown or clearly written on all compliance paperwork before scanning.
What is a SID?
This bank product will be funded once the IRS releases the refund.
What is a Refund Transfer?
This credit is worth up to $500 and is for a dependent who is not eligible for the CTC.
What is ODC?
These are the two most common forms of earned income.
What are W2 and Self Employment income?
This form is used to release a dependent to a non custodial parent and a second form must be mailed with the first form when the return is efiled.
What are Form 8332 and Form 8453?
These two forms are required for all paper returns.
What are Form 8948 and the EFOPTOUT?
These 3 things can prevent a bank product from funding.
What are back taxes, child support, and student loans?
Form 8867 must be used when claiming which 4 credits.
What are ACTC, ODC, EIC and AOTC?
This form is brought in by the taxpayer to report sale of stock and is filed on this schedule.
What are Form 1099B and Schedule D?