Items to Note
The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 will not display the same results that had been filed. The TaxSlayer conversion is very limited and includes only the basic information seen below.Individual Converted Items (1040)
Client Information
Taxpayer Last NameTaxpayer First Name and
Taxpayer Initial and Title
Taxpayer Social Security Number
Taxpayer Occupation
Taxpayer Date of Birth
Taxpayer Date of Death
Taxpayer is Blind
Taxpayer E-Mail Address
Taxpayer Work Phone
Taxpayer Cell Phone
Taxpayer Home Phone
Spouse Last Name
Spouse First Name
Spouse Initial
Spouse Social Security Number
Spouse Occupation
Spouse Date of Birth
Spouse Date of Death
Spouse is Blind
Spouse: E-mail Address
Street Address
Apartment Number
City
State
ZIP Code
Filing Status
SingleMarried Filing Jointly
Married Filing Separately
Head of household
Qualifying Widow(er)
Dependent Information
First NameLast Name
Social Security Number
Relationship
Age or Date of Birth
Months Lived at Home
Direct Deposit / EF
Financial Institution: RTN numberFinancial Institution: Account number
Financial Institution: Savings or Checking