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Supported Source Documents

Every source document Juno can process, plus file requirements to know before you upload

Important Notes Before You Upload:

  1. File size: documents can not exceed 32MB
  2. File Format: the HEIC image format is not currently supported
  3. Combined PDFs: if all of your client's documents are merged into a single PDF, upload that one file and Juno will extract data from each source documents within it
  4. Password-protected files: are now supported. When you upload a protected document, an Unlock button appears - click it and enter the document's password to begin processing

Juno can extract data from the source documents listed below. If a document type isn't listed here, Juno won't extract its data automatically and you'd need to input the data manually into your tax software. 

1040 Supported Source Documents (Individuals)

  • 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-Q: Payments from Qualified Education Programs
  • 1099-R: Retirement Income
  • 1099-SA: Distributions from an HSA or MSA
  • W-2: Wages
  • W-2G: Certain Gambling Winnings
  • 5498: IRA Contribution Information
  • 5498-SA: HSA, Archer MSA, or Medicare Advantage MSA Information
  • SSA-1099: Social Security Benefits
  • Schedules A, C, E, and F
  • Partnership, Estate and Trust, and S Corp K-1s for Federal and States, including Schedule K-3 and Schedule 199A/QBI (K-1 support details)

Also supported

  • IRS transcripts, including Wage & Income transcripts

  • Prior Year 1040 - accepted as a reference document. Juno doesn't extract it like the forms above; it's used to populate the Expected Documents Checklist so Juno can flag what's likely still missing from your client's document set.

Note: When a brokerage packet contains multiple 1099s together (for example, a 1099-DIV alongside a 1099-B), the document is labeled Consolidated Brokerage rather than as a single form.

1120, 1120-S, and 1065 Supported Source Documents (Businesses)

  • Balance Sheets
  • Profit & Loss Statements

Note: Gain/loss statements without summary information are not supported.

Questions

If any other questions on support documents come up, please contact Customer Support via live chat inside of the Juno Web App or email us at support@juno.tax. We're happy to help!