Retirement tax questions

@dcreed1    @VolvoGirl    @xmasbaby0    @DoninGA 

 

OK all, I thought that sounded, suspicious....What is being referred to here is the "Documents"  section  (MyDocs) of an Online account, not to an actual upload of data 'into" your actual tax return.  (see pictures below)

 

TTX has made several somewhat aborted attempts to allow people to upload actual PDFs or scanned documents for W-2, 1099-R,  1099-INT, 1099-DIV, 1099-OID , tax bills, payment confirmations, charity lists...etc etc. into a separate "Documents" section of their Online account so that the user can put all their supporting documentation into the TTX servers...kind-of like a cloud drive storage.  (personally, I don't trust storing any of that stuff online. Of course, I don't use the Online software except for test purposes anyhow) 

 

Correct...this is not loading those forms into the tax software itself, these are only separate backup copies of your actual tax supporting documents.....and for the actual tax return, the user does have to make sure they use the real internal import process for those tax documents from within the tax software...or manually enter  the data contained in them.

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

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