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Business & farm
The reason to upload documents is to keep a record of all your documents in one place, so that in the event you need them for let's say a mortgage lender you have them. The IRS or a State may also want to investigate your tax return further, so you will have the documents in one place if they are requested. I am old enough that I keep a folder for each year in a filing cabinet, but digital access to the documents at all times is clearly better.
Thank you so much for your question @aviaragirl
Be well and safe!
Marc T.
Turbo Tax Expert
27 Years of Experience Helping Client
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‎August 28, 2024
1:55 PM