Retirement tax questions

To enter/import a W-2:

1. Log into your account and continue (if not already there).
2. In the Search box (top right-hand corner), type “w-2”.
3. Click on the Magnifying Glass icon.
4. Click on “Jump to w-2” link high-lighted in Blue.
5. Answer the Step-by-step instructions.
6. After entering the EIN, the program will prompt you if you would like to import the information.

1. Log into your account and continue (if not already there).
2. In the Search box (top right-hand corner), type “1099-int (1099-div, 1099-misc, etc.)”.
3. Click on the Magnifying Glass icon.
4. Click on “Jump to 1099-int” link high-lighted in Blue.
5. Answer the Step-by-step instructions.
6. After entering the EIN, the program will prompt you if you would like to import the information.