Personal Information Menu
Desktop · Written guide Content date 1 min read
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Click on the links below for additional information on each menu item.
Dependents & Qualifying Children
Health insurance through the Marketplace/Exchange?
Answer Yes if the taxpayer has health insurance through a federal or state marketplace and received Form 1095-A.
Taxpayers who purchased their insurance through the Marketplace will receive Form 1095-A by January 31 of the following year. (Taxpayers can also log in to their account at HealthCare.gov to reprint their form 1095-A if needed.)
The information on Form 1095-A is used to compute the taxpayer’s premium tax credit on Form 8962 and to reconcile any advance credit payments made on their behalf.
Has Financial Interest in a Digital Asset
Answer Yes if the taxpayer had any financial interest in virtual currency or another digital asset during the year.
Scan Documents
If you are a Tax Processors Plus Desktop Premium customer, the PaperCut Integrated Document Scanning Option allows Tax Processors Plus Desktop to directly scan documents from your TWAIN or WIA compliant Single Sheet / Flat Bed or Automatic Document Feeder equipped scanner. The scanner must support specific TWAIN or WIA functions to be compatible with Tax Processors Plus Desktop.
Click here for an overview of PaperCut.