Check everything that applies — we'll tell you what to upload
or edit your documents below and re-generate
W-2s, 1099s (Robinhood, Fidelity, E*Trade, Schwab, Coinbase, etc.), estimated payments, and any other relevant documents
We only support Single filing for now. Other statuses are coming soon.
Only if you took a distribution or rollover in 2025 — you'd have a 1099-R. Regular contributions are already on your W-2.
Upload your 1099-SA if you received distributions and your 5498-SA if you made contributions. If you only contributed through payroll, it's on your W-2 (box 12, code W).
Upload what you have — the system will flag anything that looks incomplete. You can always add more files and re-generate.
Your documents are uploaded over HTTPS and processed using AI (Claude by Anthropic). Anthropic does not train on API data. See Anthropic's privacy policy for details.
This usually takes 15–25 minutes.
You'll receive an email when it's ready — feel free to close this page.
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