Tax Organizer overview

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You can use the Tax Organizer Index navigation pane to navigate to access various folders and data-entry screens in your tax organizer, add new units for certain forms (if available), submit your completed organizer, save and close the tax organizer to finish later, or create a PDF copy of your organizer. For more information, refer to the following guidelines and procedures.

Navigating tips

You can navigate through the tax organizer using the Tax Organizer Index navigation pane on the left.


  • If you need to add an additional form to your tax organizer, select the appropriate form from the Add Forms drop-down list at the bottom of the Tax Organizer Index pane, and then click the Add button. The additional form is added in the same folder as the original, and is automatically sent back with your completed tax organizer.

    The following forms are available to add to your web organizer. The applicable IRS source document is noted in parentheses where available.

    • Interest Income (Form 1099-INT)
    • Dividend Income (Form 1099-DIV)
    • Stocks and Securities (Form 1099-B and 1099-S)
    • Stock, Securities Purchased
    • Home Mortgage Interest Limitation
    • Salaries & Wages (Form W-2)
    • Foreign Employer Compensation (FEC)
    • Gambling Wages (Form W-2G)
    • Contributions of Motorized Vehicles, Boats, or Airplanes (Form 1098-C)
    • Cancellation of Debt, Abandonment (Form 1099-C)
    • Miscellaneous Income (Form 1099-M)
    • Qualified Education Programs (Form 1099-Q)
    • Pension/Annuity Income (Form 1099-R)
    • Health, Medical Account Distributions (Form 1099-SA)
    • SH Undistributed LT Capital Gains (Form 2439)
    • Health, Medical Account Contributions (Form 5498-SA)
    • Social Security & Tier 1 Railroad Benefits (Form SSA-1099)
    • Noncash Contributions Exceeding $500
    • Child's Interest & Dividends (Child's 1099-INT, 1099-DIV, 1099-B, etc.)
    • Statement of Specified Foreign Financial Assets
    • Foreign Bank Accounts
    • Education Credits (1098-T)
  • If the Add Forms button is not available, you can attach new forms via the Upload Tax Documents button on the Tax Organizer Index pane or the Home Dashboard.

Attaching additional files

You can attach files to your tax organizer that contain information regarding the preparation of your tax return. You can attach Quicken® tax exchange format (.txf), Microsoft Excel® (.xls, .xlsx), Microsoft Word® (.doc, .docx, .rtf), Adobe ® Reader® (.pdf), image files (.jpg, .bmp, .tif, .png), text documents (.txt), and web pages (.htm, .html). You can attach up to 50 files of up to 10 MB each.

Saving or submitting your tax organizer

At any time, you can click the icons at the top of the Tax Organizer Index pane to do one of the following:

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