Important Note: The file size of source documents can not exceed 32MB.
Juno does not currently support HEIC format.
Supported Source Documents
1095-A: Health Insurance Marketplace Statement
1098: Mortgage Interest
1098-E: Student Loan Interest
1098-T: Tuition Statement
1099-B: Brokerage (Transactions from any Broker)
1099-DIV: Dividend
1099-G: State/Local Income Tax Refund
1099-INT: Interest
1099-LTC: Long Term Care
1099-MISC: Miscellaneous Income
1099-NEC: Non-Employee Compensation
1099-R: Retirement Income
1099-SA: Distributions from an HSA or MSA
W-2: Wages
SSA-1099: Social Security Benefits
Schedule A (Must be uploaded as a PDF.)
Schedules C, E, F (Can be uploaded as a CSV or PDF. For more details you can watch this video)
Partnership, Estate and Trust, and S Corp K-1s for Federal and States (K-1 support details)
Any gain/loss statements without summary information provided are not supported by Juno.
Schedule E forms are not supported for form matching at this time
Important Note: If your client's source documents are all in one PDF you can upload that PDF and Juno will extract data from each source document.