Categories covered in DRL

When creating a DRL, each tax application varies on what categories can be fetched through DRL.

GoSystem Tax RS

  • TaxCaddy Covered Categories
  • W-2 (Wages)
  • 1099s (Banks and Brokerages)
  • Sch. C (Business Income)
  • 1099-R (Retirement)
  • Sch. E (Rents and Royalties)
  • Schedule K-1s
  • Sch. F (Farm Income)
  • 1099-SSA (Social Security Benefits)
  • 1099-MISC (Rents, Business income)
  • 1099-Q (Qualified Education Payments)
  • Child Income
  • W-2G (Gambling Winnings)
  • Alimony Paid
  • Moving Expense
  • 1098-E (Student Loan Interest)
  • Medical Expenses
  • 1098s (Home Mortgage Interest)
  • Real Estate Taxes
  • DMV Fees and Taxes
  • Other Interest Expenses
  • Charitable Contributions
  • Non-Cash Contributions
  • Other Deductible Expenses
  • Vehicle Expenses
  • Business Use of Home
  • Other Taxes
  • W-2 (Household Employee)
  • Child Care Expenses
  • 1098-T (Education Credits)
  • Form 1095-A
  • Foreign Earned Income
  • Foreign Financial Assets
  • Foreign Bank and Financial Accounts
  • Passive Foreign Investment Company

Lacerte

  • TaxCaddy Covered Category
  • W-2 (Wages)
  • 1099s (Banks and Brokerages)
  • Sch. C (Business Income)
  • 1099-R (Retirement)
  • Sch. E (Rents and Royalties)
  • Schedule K-1s
  • Sch. F (Farm Income)
  • 1099-G (Tax Refund)
  • 1099-MISC (Rents, Business income)
  • 1099-Q (Qualified Education Payments)
  • Child Income
  • W-2G (Gambling Winnings)
  • Form 5498 (IRA Contribution)
  • Alimony Paid
  • Educator Expenses
  • Moving Expenses
  • 1098-E (Student Loan Interest)
  • Medical Expenses
  • 1098s (Home Mortgage Interest)
  • Real Estate Taxes
  • DMV Fees and Taxes
  • Other Interest Expenses
  • Charitable Contributions
  • Non-Cash Contributions
  • 2106 (Personal Business Expenses)
  • Other Deductible Expenses
  • Business Use of Home
  • Other Taxes
  • W-2 (Household Employee)
  • Child Care Expenses
  • 1098-T (Education Credits)
  • Form 1095-A
  • Foreign Earned Income
  • Foreign Financial Assets
  • Foreign Bank and Financial Accounts
  • Passive Foreign Investment Company

UltraTax CS

  • TaxCaddy Covered Category
  • W-2 (Wages)
  • 1099s (Banks and Brokerages)
  • Sch. C (Business Income)
  • 1099-R (Retirement)
  • Sch. E (Rents and Royalties)
  • Schedule K-1s
  • Sch. F (Farm Income)
  • 1099-SSA (Social Security Benefits)
  • 1099-G (Tax Refund)
  • 1099-MISC (Rents, Business income)
  • 1099 NEC (Nonemployee Compensation)
  • 1099-Q (Qualified Education Payments)
  • Child Income
  • W-2G (Gambling Winnings)
  • Form 5498 (IRA Contribution)
  • Alimony Paid
  • Educator Expenses
  • Moving Expenses
  • 1099-SA (HSA or MSA)
  • 1098-E (Student Loan Interest)
  • Other Adjustments
  • Medical Expenses
  • Other Interest Expenses
  • 1098s (Home Mortgage Interest)
  • Real Estate Taxes
  • DMV Fees and Taxes
  • Other Taxes
  • Other Deductible Expenses
  • Charitable Contributions
  • Non-Cash Contributions
  • Child Care Expenses
  • Business Use of Home
  • Vehicle Expenses
  • 2106 (Personal Business Expenses)
  • W-2 (Household Employee)
  • Form 1095-A
  • Form 5498 SA (HSA or MSA Contribution)
  • 1098-T (Education Credits)
  • Foreign Earned Income
  • Foreign Financial Assets
  • Foreign Bank and Financial Accounts
  • Passive Foreign Investment Company

CCH Axcess tax

  • TaxCaddy Covered Categories
  • W-2 (Wages)
  • 1099s (Banks and Brokerages)
  • Sch. C (Business Income)
  • 1099-R (Retirement)
  • Sch. E (Rents and Royalties)
  • Schedule K-1s
  • Sch. F (Farm Income)
  • 1099-SSA (Social Security Benefits)
  • 1099-G (Tax Refund)
  • 1099-MISC (Rents, Business income)
  • 1099 NEC (Nonemployee Compensation)
  • 1099-Q (Qualified Education Payments)
  • Child Income
  • W-2G (Gambling Winnings)
  • Form 5498 (IRA Contribution)
  • Alimony Paid
  • Educator Expenses
  • Moving Expenses
  • 1099-SA (HSA or MSA)
  • 1098-E (Student Loan Interest)
  • Other Adjustments
  • Medical Expenses
  • 1098s (Home Mortgage Interest)
  • Real Estate Taxes
  • DMV Fees and Taxes
  • Other Taxes
  • Other Interest Expenses
  • Charitable Contributions
  • Non-Cash Contributions
  • 2106 (Personal Business Expenses)
  • Other Deductible Expenses
  • Business Use of Home
  • W-2 (Household Employee)
  • Child Care Expenses
  • 1098-T (Education Credits)
  • Form 1095-A
  • Form 1095-B
  • Form 1095-C
  • Form 5498 SA (HSA or MSA Contribution)
  • Foreign Earned Income
  • Foreign Financial Assets
  • Foreign Bank and Financial Accounts
  • Passive Foreign Investment Company
  • Foreign Disregarded Entities

ProSystem fx tax (tax year 2022)

  • TaxCaddy Covered Category
  • W-2 (Wages)
  • 1099s (Banks and Brokerages)
  • Sch. C (Business Income)
  • 1099-R (Retirement)
  • Sch. E (Rents and Royalties)
  • Schedule K-1s
  • Sch. F (Farm Income)
  • 1099-SSA (Social Security Benefits)
  • 1099-G (Tax Refund)
  • 1099-MISC (Rents, Business income)
  • 1099 NEC (Nonemployee Compensation)
  • 1099-Q (Qualified Education Payments)
  • Child Income
  • W-2G (Gambling Winnings)
  • Form 5498 (IRA Contribution)
  • Alimony Paid
  • Educator Expenses
  • Moving Expenses
  • 1099-SA (HSA or MSA)
  • 1098-E (Student Loan Interest)
  • Other Adjustments
  • Medical Expenses
  • 1098s (Home Mortgage Interest)
  • Real Estate Taxes
  • DMV Fees and Taxes
  • Other Interest Expenses
  • Charitable Contributions
  • Non-Cash Contributions
  • 2106 (Personal Business Expenses)
  • Other Deductible Expenses
  • Business Use of Home
  • Other Taxes
  • W-2 (Household Employee)
  • Child Care Expenses
  • 1098-T (Education Credits)
  • Form 1095-A
  • Form 1095-B
  • Form 1095-C
  • Form 5498 SA (HSA or MSA Contribution)
  • Foreign Earned Income
  • Foreign Financial Assets
  • Foreign Bank and Financial Accounts
  • Passive Foreign Investment Company

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