Three Types of Forms
Every form in PaisaTax falls into one of three categories based on where its data comes from:
| Type | Description | Examples |
|---|---|---|
| Receivable | Third parties send these to the taxpayer. Data comes from uploaded documents or manual entry of document values. | W-2, 1099-INT, 1099-NEC, 1098, 1099-R |
| Preparer Input | The preparer enters data from client records, interviews, or professional knowledge. Not based on a received document. | Schedule C expenses, Schedule E rental details, Schedule A itemized deductions |
| Computed | The tax engine calculates these automatically from upstream data. Some have optional preparer inputs. | Schedule B, Schedule D, Schedule SE, Form 1040 |
Receivable Forms (Step 1 — Source Documents)
Upload or manually enter these. Each is slotted — add one per payer/employer.
| Form | IRS Name | Fields | Status |
|---|---|---|---|
| W-2 | Wage and Tax Statement | 54 | Fully supported |
| W-2G | Certain Gambling Winnings | 31 | Fully supported |
| 1099-NEC | Nonemployee Compensation | 25 | Fully supported |
| 1099-INT | Interest Income | 45 | Fully supported |
| 1099-DIV | Dividends and Distributions | 50 | Fully supported |
| 1099-B | Broker and Barter Transactions | 66 | Fully supported |
| 1099-K | Payment Card and Third Party Transactions | 44 | Fully supported |
| 1099-R | Retirement Distributions | 68 | Fully supported |
| 1099-SA | HSA/MSA Distributions | 23 | Fully supported |
| SSA-1099 | Social Security Benefits | 11 | Fully supported |
| 1099-G | Government Payments | 15/25 | Partially supported |
| 1099-MISC | Miscellaneous Information | 40 | Fully supported |
| 1099-C | Cancellation of Debt | 21 | Fully supported |
| 1099-S | Real Estate Transactions | 24 | Fully supported |
| 1098 | Mortgage Interest Statement | 31 | Fully supported |
| 1098-T | Tuition Statement | 25 | Fully supported |
| 1098-E | Student Loan Interest | 15 | Fully supported |
✓
Tip
All receivable forms are auto-classified when uploaded. The AI reads the OMB number and form title to determine the type — no manual selection needed.
Preparer Input Forms (Step 3 — Additional Situations)
These require preparer knowledge or client interview data. Add them in Step 3 during session creation or from the prep view.
| Form | IRS Name | Slotted | Fields | Triggers |
|---|---|---|---|---|
| Schedule C | Profit or Loss from Business | Yes | 93/94 | 1099-NEC or 1099-K auto-creates |
| Schedule E | Supplemental Income and Loss | Yes | 87 | Rental property profile |
| Schedule F | Profit or Loss from Farming | Yes | 96 | Farm profile |
| Schedule A | Itemized Deductions | No | 24/32 | Itemized profile or manual add |
| Schedule H | Household Employment Taxes | No | 64 | Household employer profile |
| Form 2441 | Child and Dependent Care Expenses | No | 72 | Family profile, daycare receipt upload |
| Form 5695 | Residential Energy Credits | No | 157/324 | Energy credits profile, solar invoice upload |
| Form 8889 | Health Savings Accounts | No | 30/38 | W-2 Box 12 Code W, HSA profile |
| Form 8606 | Nondeductible IRAs | No | 48/61 | Retirement profile |
| Form 8880 | Saver's Credit | No | 12/32 | Retirement profile |
| Form 8911 | Alt Fuel Vehicle Refueling Credit | No | 19/21 | Energy credits profile |
| Form 8936 | Clean Vehicle Credits | No | 40/42 | Energy credits profile |
| Form 8962 | Premium Tax Credit | No | 11 | Manual add |
| Form 1116 | Foreign Tax Credit | No | 7 | Investor profile |
| Form 7206 | SE Health Insurance Deduction | No | 17 | Self-employed profile |
| Form 4835 | Farm Rental Income | Yes | 71 | Rental/farm profile |
| Form 7217 | Partnership Property Distribution | No | 24/310 | Rental/farm profile |
| Form 8283 | Noncash Charitable Contributions | No | 123 | Itemized profile |
| Form 8862 | Credit Reclaim After Disallowance | No | 115 | Manual add only |
| Form 8888 | Refund Allocation | No | 14/17 | Manual add |
| Form 7207 | Advanced Manufacturing Credit | No | 388/438 | Energy credits profile |
| Form 8835 | Renewable Electricity Credit | No | 90 | Energy credits profile |
| Form 6251 | Alternative Minimum Tax | No | 33/64 | Auto-computed when AMT applies |
| Form 4868 | Extension of Time to File | No | 20 | Manual add |
i
Info
Field counts shown as "supported/total" where not all fields are wired yet. Forms with a single number are fully supported.
Computed Forms (Step 2 — Auto-Generated)
These appear automatically when their upstream data triggers them. No manual action needed.
| Form | IRS Name | Fields | What triggers it |
|---|---|---|---|
| Schedule B | Interest and Ordinary Dividends | 66/75 | 1099-INT or 1099-DIV exists |
| Schedule D | Capital Gains and Losses | 55/57 | 1099-B or Form 8949 has activity |
| Schedule SE | Self-Employment Tax | 25 | Schedule C or F net income exists |
| Schedule 1 | Additional Income and Adjustments | 32/77 | Various upstream inputs |
| Schedule 1-A | Tips and Overtime Deduction | 24/56 | W-2 Box 7 tips or overtime data |
| Schedule 2 | Additional Taxes | 11/63 | Form 8959, 8960, or 5329 active |
| Schedule 3 | Additional Credits and Payments | 20/37 | Credits or estimated payments exist |
| Schedule EIC | Earned Income Credit | 44 | Income + dependent qualifications met |
| Form 8812 | Child Tax Credit | 41 | Family profile + qualifying children |
| Form 8863 | Education Credits | 89 | 1098-T exists + student profile |
| Form 8949 | Capital Asset Sales | 218/224 | 1099-B slot exists |
| Form 8959 | Additional Medicare Tax | 14 | Medicare wages exceed $200K/$250K |
| Form 8960 | Net Investment Income Tax | 10 | Investment income + AGI threshold |
| Form 8995 | QBI Deduction | 33 | Schedule C/E/F business income |
| Form 3800 | General Business Credit | 55 | Energy credits or business credits active |
| Form 5329 | Early Distribution Penalties | 77/152 | 1099-R early distribution code |
| Schedule A (F8936) | Clean Vehicle Credit Amount | 34/56 | Form 8936 data entered |
| Form 1040 | U.S. Individual Income Tax Return | 127/143 | Always present |
| Form 8879 | IRS e-file Signature Authorization | 14 | Filing step |
How Forms Auto-Enable
PaisaTax uses a data-driven visibility system. Forms appear when the data that triggers them exists — not when a profile checkbox is checked.
Trigger types:
- Non-zero values: W-2 Box 12 Code W is non-zero → Form 8889 enables
- Truthy flags: W-2 Box 13 Statutory Employee checked → Schedule C enables
- Slot existence: A 1099-B slot exists → Form 8949 and Schedule D enable
- Threshold rules: W-2 Medicare wages + SE income exceed $200K/$250K → Form 8959 enables
- Document uploads: Solar invoice uploaded → Form 5695 suggested in Step 3
i
Info
You never need to manually enable computed forms. Enter the data and the engine handles the rest.
Three Form Enablement Paths
- Profile suggestion → user confirms: Select a profile (self-employed, investor, etc.) during intake. PaisaTax suggests relevant forms in Step 3 — you choose which to add.
- Document triggers visibility rule: Upload a document and the system auto-creates or suggests the relevant form (1099-NEC → Schedule C, daycare receipt → Form 2441).
- Manual add in Step 3: Click "Add" on any preparer-input form. Use this for situations not triggered by documents or profiles.
Adding Forms
During session creation (Steps 2 and 3):
- Step 2 shows receivable forms. Click "Add" to create a new slot for a W-2, 1099, etc.
- Step 3 shows preparer-input forms. Add Schedule C, Schedule E, or other situation-specific forms.
During Prep View:
- Use the "Add Form" button to add any receivable or preparer-input form at any time
- Slotted forms (W-2, 1099s, Schedule C) create a new slot each time — one per employer, one per payer, one per business
- Toggle forms (Schedule A, Form 8862) are single-instance and can be enabled/disabled
Form Hierarchy
Forms follow a tiered processing order:
- Tier 1 — Source documents: W-2s, 1099s, 1098s — the raw data
- Tier 2 — Preparer situations: Schedule C expenses, Schedule E details, itemized deductions, credits
- Tier 3 — Auto-computed: Schedule B, D, SE, 1/2/3, EIC, child tax credit, education credits — calculated from Tiers 1 and 2
- Tier 4 — Post-1040 forms: Form 8959, 8960, 8995, 1116, 8962 — depend on AGI or total tax from the 1040
The engine processes forms in this order automatically. Changes cascade: update a W-2 Box 1 and it flows through Schedule 1, Form 1040, and all downstream credits and taxes.