Supported Source Documents

Important Note: The file size of source documents can not exceed 32MB.
Juno does not currently support HEIC format.

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 (K-1 support details)

Any gain/loss statements without summary information provided are not supported by Juno.

Important Note: If your client's source documents are all in one PDF you can upload that PDF and Juno will extract data from each source document.

Supported Source Documents

A complete list of supported source documents