Instead covers every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065

Instead covers every jurisdiction. Federal, every state and local, for the 1040, 1041, 1120, 1120-S and 1065.

All tax year 2025 approvals are in. Tax year 2026 proformas are done and release in the coming days. They also cover the 706, 709, 990, 5500, 2290 and personal property tax.

Short answer: Instead covers every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065: federal, every state and local. Tax year 2026 proformas are done and release in the coming days. They also cover the 706, 709, 990, 5500, 2290 and personal property tax. If your current software files a return Instead does not yet, Instead builds it in 48 hours.

Every jurisdiction Instead covers for the five return families

Instead covers every jurisdiction for five return families. That means the federal return, the state return in every state that has one and the local returns that go with them. All tax year 2025 approvals are in. The list below names each form and the client it serves, so your team can match it to your returns.

• Form 1040. Individual returns.
• Form 1041. Estate and trust returns.
• Form 1120. C corporation returns.
• Form 1120-S. S corporation returns.
• Form 1065. Partnership returns.

One demo client, federal, state and local returns together

Federal, state and local returns by form

For each form, the federal return comes first. The state and local returns for the same client sit with it, in the same return list. The chart below shows every jurisdiction for the five forms. Each square is one return in one jurisdiction. A square is live, or it marks a jurisdiction with no such tax.

Every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065. One square is one return in one jurisdiction.

• Federal. The 1040, 1041, 1120, 1120-S and 1065.
• Every state. Resident, nonresident and part-year individual returns, and the state returns for estates and trusts, corporations, S corporations and partnerships.
• Local. City and municipal returns for New York City, Philadelphia, Ohio cities, Michigan cities, Kansas City, Lexington, Louisville and Portland.

Nevada, South Dakota and Wyoming have no state income tax, so the chart does not show them. The white paper below has the full list by form and jurisdiction.

Tax year 2026 proformas release in the coming days

Tax year 2026 proformas are done and release in the coming days. They cover the 1040, 1041, 1120, 1120-S and 1065. They also cover the 706, 709, 990, 5500, 2290 and personal property tax. The list below names each added return and the filing it covers, so your team can check it against the clients you serve.

• Form 706. Estate tax returns.
• Form 709. Gift tax returns.
• Form 990. Exempt organization returns.
• Form 5500. Employee benefit plan annual returns.
• Form 2290. Heavy highway vehicle use tax returns.
• Personal property tax. Personal property tax returns.

Amended, composite and entity-level returns

The original return is only part of a season. Instead also covers the returns that come after it or around it. That includes amended, composite, consolidated, combined and pass-through entity returns. Each one applies where the jurisdiction has that type of return. Check them against your list from last season.

• Amended returns.
• Composite returns.
• Consolidated returns.
• Combined returns.
• Pass-through entity returns.

Variant state and local returns are part of it. Examples are the Pennsylvania PA-20S/PA-65, the Ohio IT 4708 composite return, the Connecticut CT-PET and the New York City NYC-3A combined return.

A demo business client with federal, state and local returns

How the 48-hour build works

If your current software files it and Instead does not yet, we build it in 48 hours. Tell us the form and the jurisdiction. That is the whole ask. You do not keep a second tax product for one return, and you do not wait for next season to switch. Your clients stay in one product.

Switching from legacy tax software this season

Instead covers every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065, and all tax year 2025 approvals are in. Tax year 2026 proformas are done and release in the coming days. You can plan this season around one product, for individual, trust, corporate and partnership clients, and plan the next season in it too.

So the question for this season is simple. Is there any return your firm files that Instead does not? If there is, tell us, and we build it in 48 hours.

Cancel your legacy tax software this season.

What to ask before you cancel your legacy tax software

Use these questions with your team before the renewal date on your current software. Answer them with last season's return list in front of you. Each answer tells you whether anything stands between your firm and a switch this season, and who should own each step.

Questions to ask before you commit:

1. Which returns did we file last season, by form and jurisdiction?
2. Do we file local returns, such as city returns?
3. Which clients need amended, composite, consolidated, combined or pass-through entity returns?
4. Is there any return our current software files that Instead does not yet?
5. When does our current software renew, and who on the team owns the switch?

If the answer to question four is yes, tell us. We build it in 48 hours.

Your legacy tax software can go this season

Instead covers every jurisdiction on the Instead AI tax platform. Federal, every state and local, for the 1040, 1041, 1120, 1120-S and 1065, with amended, composite, consolidated, combined and pass-through entity returns. Tax year 2026 proformas are done and release in the coming days. The white paper below has the detail by form and jurisdiction.

Free white paper

Every jurisdiction in Instead

Federal, every state and local for the 1040, 1041, 1120, 1120-S and 1065, plus tax year 2026 proformas

Coverage by form and jurisdiction, tax year 2026 proformas, the 48-hour build and a switching checklist. Free PDF.

Download the white paper

Cancel your legacy tax software this season. Start your trial at instead.com.

Frequently asked questions

Q: Which jurisdictions does Instead cover?

A: Every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065: federal, every state and local returns. That means individual, estate and trust, C corporation, S corporation and partnership returns, with amended, composite, consolidated, combined and pass-through entity returns. Local returns include New York City, Philadelphia, Ohio cities, Michigan cities, Kansas City, Lexington, Louisville and Portland.

Q: Are tax year 2025 returns approved for e-file?

A: Yes. All tax year 2025 approvals are in. That covers the 1040, 1041, 1120, 1120-S and 1065 for federal, every state and local returns. If your current software files a return and Instead does not yet, Instead builds it in 48 hours.

Q: Are tax year 2026 returns available?

A: Yes. Tax year 2026 proformas are done for the 1040, 1041, 1120, 1120-S and 1065 and release in the coming days, and they also cover the 706, 709, 990, 5500, 2290 and personal property tax. They sit in the same product your team uses for tax year 2025 returns.

Q: What if my current software files a return Instead does not have?

A: If your current software files it and Instead does not yet, Instead builds it in 48 hours. Tell us the form and the jurisdiction. That is the whole ask. You do not need to keep your legacy tax software for one return, and you can plan this season around Instead.

Q: Can I cancel my legacy tax software this season?

A: Yes. That is what this release is for. Instead covers every jurisdiction for the 1040, 1041, 1120, 1120-S and 1065, federal, every state and local, and all tax year 2025 approvals are in. Cancel your legacy tax software this season.