Best practices for submitting your documents

To help you get the most accurate results when Filed AI prepares your return, we’ve put together quick guidance on the forms and schedules that typically need a little extra clarity:

• Schedule A - Itemized Deductions

• Sale of Home Residence / Sale of Rental Property

• All Carryovers

• Form 8829 - Home Office Deduction

• Schedule K-1s (1065 & 1120S)

• Schedule C, E, and F

Note: Most documents—like W-2s, 1099-INTs, and 1099-DIVs are straightforward and require nothing more than the form itself.

Schedule A - Itemized Deductions

• Medical and Dental Expenses

• Taxes Paid

• Home Mortgage Interest

• Gifts to Charity

• Casualty and Theft Losses

Sale of Home Residence / Sale of Rental Property

• Sale of Principal Residence (Form 1099-S)

• Sale of Rental Property (Reported on Form 4797 and Schedule D)

All Carryovers

• This document is a PDF checklist for clients detailing required documents for various carryover amounts. It lists necessary prior-year tax returns and forms, including Form 8582, Schedule D, Form 1045, Form 1116, Form 8606, Forms 3800, and others.

Form 8829 - Home Office Deduction

• This document is a checklist for Form 8829 Home Office Deduction. It lists necessary items such as total square footage, office square footage, and proof of business use.

Schedule K-1s (1065 & 1120S)

This document is a checklist for clients regarding Schedule K-1s (1065 & 1120S). It lists necessary documents such as completed K-1 forms, QBI Statements, Schedule K-2 and K-3, Partner's/Shareholder's Basis Worksheets, and other relevant financial records.

Schedule C, E, and F

• Schedule C – Sole Proprietorship / Single-Member LLC

• Schedule E – Rental Properties / Supplemental Income

• Schedule F – Farming Income and Expenses

• Other Documents (Applicable to All Schedules)