My W-2 is in documents in the app, how do I use it? How do I retrieve it within the app, when they’re asking me for my W-2/income info???

[jahay1249-]

I assumed my W-2 was uploaded from the emails they sent me. It’s in documents, but I can’t open it or move it from there. Help please.

[xmasbaby0]

You received a message from Marketing.  Marketing does not really know if your W-2 is available now.  They just want your business.

TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.

Every 2023 W-2 that you received must be reported on your 2023 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want to get in trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.

ALL of your W-2’s must be entered on the SAME tax return.  

Go to Federal>Wages & Income to enter a W-2.

After you enter the first one, you click Add Another W-2.

W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

https://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

https://ttlc.intuit.com/questions/1934390-how-do-i-import-my-W-2

https://ttlc.intuit.com/questions/2588751-why-can-t-i-import-my-w-2

https://ttlc.intuit.com/questions/2938482-how-do-i-take-a-picture-of-my-w-2-in-turbotax-online

And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2. 

[jahay1249-]

I can see I’ve wasted my time here, I’ve used TurboTax since ‘99 but am using the app to do my daughter’s… there is a document section on the bottom of the app home page. There is a PDF of her W-2 saved there. I just wanted to know how to use it? AND why they told me her W-2 was ready to upload from Riteaid but have no provision for uploading when I open the app?😰

[HollyP]

That part of the app does not appear to allow for importing into the return directly. Instead, click on Home, then Wages & Income, the start next to 'job (W-2)'. Next, you can snap a photo or use a PDF of the W-2.
How do I use the mobile app?