Import Spreadsheet Format Guidelines for Tax Year 2021

We’ve created Excel import spreadsheet templates to help you easily upload all of your 1095-B and 1095-C, 1099, and W-2  data. These templates are identical to the official IRS forms so that you can enter the information just as you would on paper. 

Continue reading Import Spreadsheet Format Guidelines for Tax Year 2021

Import Spreadsheet Format Guidelines for Tax Year 2020

We’ve created Excel import spreadsheet templates to help you easily upload all of your 1095-B and 1095-C, 1099, and W-2  data. These templates are identical to the official IRS forms so that you can enter the information just as you would on paper. 

Continue reading Import Spreadsheet Format Guidelines for Tax Year 2020

Preparing Form 1099-DIV: A Step-by-Step Guide for TY 2020

Before you begin preparing Form 1099-DIV filing, it is important that you know what information you need. This step-by-step guide identifies 5 key topics that will help you correctly and timely file your Form 1099-DIV. Continue reading Preparing Form 1099-DIV: A Step-by-Step Guide for TY 2020