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Retirement tax questions
Unless you want to input your entire return again, you need to download your TurboTax file from TurboTax Online then open it in TurboTax Desk to enter your changes in "Forms" Mode. Forms mode is in the upper right hand corner of TurboTax desktop. While in your return in TurboTax Online:
- In the left hand column select "Tax Tools"
- Select "Tools"
- Select "Save your 2020 return to your computer"
- Review for download location
Now in TurboTax Desktop select "Find a Tax File" and find the .tax2020 file you just downloaded. You should be able to go and make the changes for your W-2s.
‎April 4, 2021
3:24 PM