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importing w2 form & data
Does 2025 Premier Desktop have option to import online w2 & 1099 forms? Doing my 1st import of these & plan to do 1st efile. Just downloaded TT2025, launched, ....transfered my 2024 return, scrolled to w2 & found all the previously manually inputted employer ID info already pre-filled. I didn't see any import online options. My screen doesn't seem to match what i'm finding in the Help Tips. I tried deleting w2 showing & add new w2, but still only had choice of manual or pdf input. Pls advise. thx
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Get your taxes done using TurboTax
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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Get your taxes done using TurboTax
thx for the prompt & clear response...haven't got back on to give it a try. On a TT spt call, I was informed my desktop version may not have that feature & may need to pay @$20 to get that capability.
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Get your taxes done using TurboTax
Yes, you can import 1099 forms with TurboTax Premier, including 1099-B, 1099-DIV, 1099-INT, and 1099-R from partnered financial institutions. You can import up to 1,500 transactions. Supported 1099s are generally imported by searching for "import" or navigating to the investment/income section. The payer just needs to be a TurboTax import partner.
Please see this help article for more information.
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Get your taxes done using TurboTax
And actually In the Desktop program you can use any version. All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. So you can also import everything into Deluxe.