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Supported Source Documents

A complete list of supported source documents

Important Note: Source documents can not exceed 32MB.
Juno does not currently support HEIC image format.

1040 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-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)

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 being labeled as a single form.

Note: Juno accepts a Prior Year 1040 as a reference document. It is not extracted like the forms above; it is used to populate the Expected Documents Checklist so Juno can flag what is likely still missing from a client's document set.

1120, 1120-S, and 1065 Supported Source Documents (Business Preparer)

  • Balance Sheets
  • Profit & Loss Statements

Gain/loss statements that do not include summary information are not supported.

Important Note: If all of your client's source documents are combined into a single PDF, you can upload that one PDF and Juno will extract data from each source document within it.