Supported Document Types
TaxSort AI classifies and extracts data from all major US tax document types.
W-2 Wage and Tax Statement
AI-powered W-2 classification and data extraction. Automatically identify employer information, wages, and tax withholdings from W-2 forms.
1099-NEC Nonemployee Compensation
Classify and extract data from 1099-NEC forms. Identify contractor payments, payer information, and nonemployee compensation automatically.
1099-MISC Miscellaneous Income
AI classification for 1099-MISC forms including rents, royalties, and other miscellaneous income types.
1099-INT Interest Income
Automatically classify and extract interest income data from 1099-INT forms from banks and financial institutions.
1099-DIV Dividends and Distributions
AI-powered classification of 1099-DIV forms. Extract ordinary dividends, qualified dividends, and capital gain distributions.
1098 Mortgage Interest Statement
Classify and extract mortgage interest data from 1098 forms for itemized deduction calculations.
Schedule K-1 Partner/Shareholder Income
AI classification of Schedule K-1 forms from partnerships, S-corporations, and trusts. Extract complex income allocations automatically.
1095 Health Coverage Statement
Classify 1095-A, 1095-B, and 1095-C health coverage forms. Track minimum essential coverage and premium tax credits.