SmartWiz's assistant, Wizzy, reads standard 1040 client documents and enters them inside your tax software. Coverage depends on the platform: TaxSlayer Pro Web, Drake Online, and OLT Pro support the broad individual 1040 workflow described below (W-2s, common 1099s, many credits, Schedule C, state returns, and more). Drake Desktop is in early access through the SmartWiz desktop app and currently supports a smaller, actively maintained form set listed in its own section. Business returns (1065s and 1120s) are in development for next season.
TaxSlayer Pro Web, Drake Online, and OLT Pro
The lists below reflect the individual 1040 documents Wizzy commonly automates in browser-based software. Your exact supported set is confirmed in the product during onboarding.
Client and return setup
- Main Information
- Personal Information
- ID Document
- Dependent Information
- Student Information
- IP PIN Letter
- E-file Information
- Due Diligence and Due Diligence Checklist
Core income documents
- W-2 Wage and Tax Statement
- 1099-NEC (Nonemployee Compensation)
- 1099-INT (Interest Income)
- 1099-DIV (Dividends and Distributions)
- 1099-R (Distributions From Pensions, Annuities, Retirement Plans)
Additional income and tax statements
- W-2G (Gambling Winnings)
- 1095-A and non-1095-A health insurance statements
- 1098 (Mortgage Interest), 1098-E (Student Loan Interest), 1098-T (Tuition Statement), including institution details
- 1099-B (Broker Transactions), 1099-C (Cancellation of Debt), 1099-DA (Digital Assets)
- 1099-G (Government Payments and State Tax Refunds)
- 1099-K (Payment Card and Third Party Network Transactions)
- 1099-MISC, 1099-OID
- 1099-S (Real Estate), 1099-SA (HSA Distributions), SSA-1099 (Social Security Benefits)
- K-1s, all types
Credits and deductions
- American Opportunity Tax Credit
- Form 8889 (HSA)
- Form 1116 (Foreign Tax Credit)
- Schedule A charitable cash contributions
Schedule C (self-employed)
- Business Income and Loss
- Income and Cost of Goods Sold
- General Expenses, Other Expenses
- Car and Truck Expenses
- Business Information and Business Expenses
State
- All 50 states: add a state, starter state forms, and additional forms for select states
Drake Desktop (early access)
Drake Desktop runs through the SmartWiz desktop app on Windows. Onboarding is white-glove during early access, and the forms Wizzy can enter today are:
- Main Information
- Personal Information
- ID Document
- Dependent Information
- W-2 Wage and Tax Statement
- W-2G Certain Gambling Winnings
- 1099-INT Interest Income
- 1099-DIV Dividends and Distributions
- 1099-R Distributions From Pensions
- 1099-NEC Nonemployee Compensation
- 1099-MISC Miscellaneous Income
- 1099-G Certain Government Payments
- 1098 Mortgage Interest Statement
- 1098-E Student Loan Interest
- 1099-SA HSA/MSA Distributions
- 1095-A Health Insurance Marketplace Statement
- Form 2441 Child and Dependent Care
Schedule C, brokerage (1099-B), K-1 pass-throughs, and additional forms are on the Drake Desktop early-access roadmap and are not fully supported yet.
FAQ
Is coverage the same in every software?
No. TaxSlayer Pro Web, Drake Online, and OLT Pro share the broader browser workflow above. Drake Desktop early access supports the shorter list in the Drake Desktop section until additional forms graduate from development.
What about a document that is not on this list?
Upload it anyway. Wizzy reads what it can and flags what it is not confident about, and the side-by-side review shows you exactly what was entered from where. The list above is what is fully supported today, and coverage grows regularly.
Does Wizzy handle rental income (Schedule E)?
Schedule E support is releasing in August 2026.
Are business returns supported?
Not yet. 1065s and 1120s are in development for next season. Today Wizzy covers individual 1040 federal and state returns.
What file formats can documents be in?
PDFs, photos, and scans. Clear, legible copies read most accurately, and anything uncertain is flagged for review rather than silently entered.
See Wizzy run your document stack: book a demo at smartwiz.ai/demo.