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Vault Form 1040 Data Scans
Vault Form 1040 Data Scans
Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago
How to Fill Out Your Form 1040 (2022) - SmartAsset | SmartAsset

The fields of the Form 1040 the system enters to Tax Planner Pro using Vault upload are:

  • Filing Status

  • Dependents

  • Wages

  • Dividend/Interest Income

  • Capital Gain Income

  • Adjustments

  • Itemized Deductions

  • Social Security Income

  • Pension Income

  • Withholding Payments

It does not move any business income to the projection, it assumes the business income will come from the companies section of the app by syncing QuickBooks Online or Xero software. You can also use the manual data entry inputs if you don't sync software.

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