Form or situation

What it’s for

Situation

Life or financial scenarios and how they could impact your tax filing

Part-year state returns

You, or your spouse if married filing jointly, lived in a state for only part of the tax year.

Multiple state returns

You, or your spouse if married filing jointly, earned income in more than one state during the tax year.

Nonresident state returns

You, or your spouse if married filing jointly, earned income in a state you weren't a resident of. This could include wages, rental income, or S-corp or partnership income.

Married filing separately in community property states (state returns)

If you live in a community property state (Arizona, California, Idaho, Louisiana, New Mexico, Texas* or Wisconsin) and you're filing as married filing separately, we won't be able to help prepare your state tax return. You can still file your federal taxes for free.

*Texas doesn't require state income taxes. See the 7 states that don't require a state income tax here.

Filing state taxes without filing federal taxes

With Cash App Taxes, you can file your federal taxes with or without filing state taxes, but it doesn't work the other way around — no state filing without federal. You can file your Federal taxes with us first, then later come back to file your state taxes. You can't file your state taxes first, and come back later to file your Federal taxes.

Underpayment penalty calculations and payments

If you underpaid your federal or state tax during the year, you may owe underpayment penalties. The IRS and/or your state will figure this amount for you and send you a notice detailing the additional amount you owe (if applicable).

Part-Year New York City Tax Returns or Part-Year Yonkers City Tax Returns

You, or your spouse if married filing jointly, resided in New York City or Yonkers during part of the tax year.

1040-PR

You, or your spouse if married filing jointly, are self-employed and residing in Puerto Rico.

Increased standard deduction reporting

You take the standard deduction and want to claim an increased standard deduction with your qualified disaster loss added on. 

Form or situation

What it's for

Earned Income Credit with Non-Dependents

You want to claim a qualifying child who is not your dependent for purposes of claiming the Earned Income Credit.

Additional Child Tax Credit

You lived outside the US for more than half the tax year and want to claim the Additional Child Tax Credit on your return.

Adoption Credit Carryforward

You had an adoption credit last year but you couldn't claim it on your taxes and want to claim it this year.

Clergy member tax filings (e.g., ministers or pastors)

Members of the clergy can take advantage of special tax rules and exemptions.

Schedule J, Income Averaging for Farmers and Fishermen

You want to average your fishing or farming taxable income over the previous 3 years.

Schedule K-1 - Estate and Trust income

Received a K-1 from an estate or trust for the tax year.

Form 1040NR - Nonresident alien federal tax return

Generally for nonresident aliens of the U.S. engaged in a trade or business in the U.S.

Form 1116 - Foreign Tax Credit

Allows you to claim a credit for certain foreign taxes accrued or paid to a foreign country or U.S. possession.

Form 2555 - Foreign Earned Income

This form determines your foreign earned income exclusion and your housing exclusion or deduction.

Form 2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts

You didn't withhold or pay enough taxes during the tax year. If you're unsure if this form applies to you, the IRS provides a flowchart at the beginning of the form to help you determine if you need to file this form.

Form 7202 - Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals

You had sick leave or family leave and you're self employed.

Form 8332 - Release of Claim to Exemption for Child by Custodial Parent

Releasing a claim to an exemption for your child so that a non-custodial parent can claim it, or revoking a previous release of a claim to a child exemption.

Form 8615 - Tax for Certain Children Who Have Unearned Income

Required in certain situations where your child had unearned income of less than $2,200 for the year.

Form 8864 - Biodiesel and Renewable Diesel Fuels Credit

You want to claim credits for biodiesel and renewable diesel fuels sold or used in the tax year.

Form 8885 - Health Coverage Tax Credit

You want to claim the Health Coverage Tax Credit.

Form 8903 - Domestic Production Activities Deduction

For large and small businesses, or other eligible individuals or entities, who produce their goods or work in the United States.

This deduction has been repealed for tax years beginning after 2017.