Which tax situations are eligible, and what's not? – Origin

2027 eligibility: The tax situations below apply to members who are eligible to file through Origin. For the 2027 tax filing season, tax filing through Origin is available to eligible members who receive Origin through their employer. Individual Origin members will not be able to file a new tax return through Origin in 2027.

If you’re eligible to file through Origin, April Tax supports many common U.S. personal tax situations, including:

Eligible

April supports most standard U.S. personal tax situations, including:

Income types

W-2 employment income
1099 contractor and gig income
Business income and expenses (Schedule C)
Investment income (stocks, ETFs, crypto, etc.)
Dividend and interest income
Partnership K-1 income
Rental property income

Credits & adjustments

Child and dependent credits
Education credits
Earned Income Credit (EIC)
Qualified Business Income Deduction (QBI)
AMT (Alternative Minimum Tax)
HSA contributions

Deductions

Standard or itemized deductions
Mortgage interest
State and local taxes (SALT)
Retirement contributions
Charitable donations

Supported forms & schedules

April supports filing using:

Form 1040
W-2, 1099 series
Schedule A, B, C, D, E, SE
Schedules 1, 2, and 3
Additional tax forms related to investments, education, HSA, retirement, and small business activity

If you typically file a standard personal tax return with a mix of employment, investment, and/or small business income, you are likely supported.

Not Eligible

Some specialized or complex tax situations are not currently supported, including:

Corporate and entity filings

C-Corp, S-Corp, Partnership returns
Multi-member LLC business returns

International and expat situations

Foreign earned income exclusion
Foreign tax credit for complex cases
FBAR / FATCA reporting
Non-resident or dual-status returns (1040-NR)

Specialized investment cases

Futures and commodities contracts
PFIC reporting for foreign securities
Cryptocurrency staking/mining taxed as business operations

Estate and trust

Fiduciary returns (Form 1041)
Trust or estate distribution complexities

Need More Help?

If you’re not sure whether your situation is supported, you can reach out to April’s tax support team for clarification:

Live chat in platform
Emailing Support@getapril.com

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