Get your taxes done using TurboTax

That "Documents" section (in the left-side menu) is only a storage location for any tax documents of any kind you might have and want to store online....but of course, you have to keep using TTX to maintain access to them,,..,not sure how long they keep if you don't come back for a few years.

 

For entering your actual tax data, you have to go thru the actual interview to either, 1) enter the data manually, or 2)  "upload" from your PDFs (or pictures), or 3)  "Import" the data from the financial institution (and the "imports" are specially formatted and are not available as soon as the imports.

_________________

Personally, I don't trust the PDF uploads...having seen issues over the past couple years, where some $$ get into the wrong boxes...like state wages ending up in the state taxes withheld box, and indicating a huge refund.

 

You can enter the data manually though....you just have to carefully go thru the interview...ignoring the financial import page...."Enter another way"...then on the page that offers you to upload the PDF file, there is a text down at the bottom to hit instead, that says "Type it in Myself".

 

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post