Known Limitations & Scope

Important disclaimer: OpenTax is not a substitute for professional tax advice. It is not affiliated with or endorsed by the Internal Revenue Service. Always review your completed return carefully before filing. You are solely responsible for the accuracy of your tax return.

Not supported (Tax Year 2025)

The following forms, schedules, and tax situations are not currently handled by OpenTax. If any of these apply to you, you will need to use another tool or file manually.

Schedule F — Farming income

Profit or loss from farming activities.

Foreign income — Form 2555, FBAR, Form 8938

Foreign earned income exclusion, foreign bank account reporting, and foreign financial asset reporting. (Note: Form 1116 Foreign Tax Credit for passive category income is supported.)

Multi-state returns

Only California (Form 540) is currently supported. No other state returns are available.

E-filing

OpenTax generates IRS-ready PDF forms for download. To e-file, use IRS Free File or mail your printed return.

Prior-year returns

Only Tax Year 2025 is supported. Prior-year returns (2024, 2023, etc.) cannot be prepared.

Business returns — Forms 1120, 1120-S, 1065

Corporate, S-corp, and partnership returns are not supported. OpenTax is for individual filers only.

Known constraints

Features that are supported but have known limitations or edge cases you should be aware of.

OCR document scanning

OCR accuracy depends on document quality, scan resolution, and formatting. Always review extracted values against your original documents. Manual correction is supported for all fields.

Wash sale detection

Wash sale detection covers single-brokerage scenarios. Cross-broker wash sales (e.g., selling at a loss on Robinhood and repurchasing on Fidelity within 30 days) require manual entry of the adjustment.

Broker support

Automated import is available for Robinhood (CSV) and Fidelity (PDF). Other brokers require manual entry or a generic PDF upload. Vanguard, Schwab, and E*TRADE support is planned.

State return coverage

Only California (Form 540) is currently supported. Additional states are on the roadmap. No part-year or nonresident state returns are available.

Form 2441 — Dependent care credit

Employer-provided dependent care benefits (W-2 Box 10) are handled. Direct child care expenses are supported but only through the interview flow, not via document import.

Client-side only

All data is stored in your browser's local storage. Clearing your browser data or switching devices will lose your progress. Export your return before clearing data.

What is supported

For a complete picture, here's what OpenTax handles well.

Form 1040 — Individual income tax return

Schedules A, B, C, D, E, SE, 1 — Deductions, self-employment, capital gains, rental

Forms 8949, 6251, 8889, 8962 — Capital assets, AMT, HSA, Premium Tax Credit

Credits — Child Tax, EITC, Education, Saver's, Energy, Dependent Care, Foreign Tax (1116)

W-2, 1099 series — INT, DIV, B, R, MISC, G, SA

California 540 — State return with CA adjustments

Wash sale detection — Single-broker IRC §1091

RSU basis adjustment — Corrects double-taxation on stock vests

Schedule K-1 — Partnership, S-corp, and trust passthrough income

Forms 8995 / 8995-A — QBI deduction (Sec. 199A) simplified & above-threshold

Found an issue?

If you find a calculation that doesn't match what you expect, please report it. We take tax accuracy very seriously.

Report a tax-accuracy issue: Open a GitHub Issue with the tax-accuracy label. Include the specific line, expected value (with IRS source), and what OpenTax computed. We investigate every report.