In TurboTax Desktop Premier, you are able to import your W-2 at the screen Let's Start With a Bit of Info from your W-2. Enter the Employer ID Number and select Continue. If the W-2 for that EIN is available for import, you will be asked other information to identify your W-2.
A 1099 entry may be imported by following these steps:
- Across the top of the screen, click Federal Taxes.
- Across the top of the screen, click Wages & Income.
- Click I'll choose what I work on.
- Scroll down to Investments and Savings and click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- At the screen Let's finish pulling in your investment income, click Add investments.
- At the screen Let Us Enter Your Bank and Brokerage Tax Documents, enter the name of the financial institution. Click Continue.
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