NancyG
New Member

Retirement tax questions

Whether you received a 1099-MISC for self-employment, rent, royalties, fishing, or another reason, you can enter the information by following these steps (or this link for our mobile app:(

  • Sign in to your TurboTax account.
  • Select the orange button Take me to my return.
  • Type “1099-misc” in the Search box.
  • Select the “Jump to” link.
  • This will take you to the 1099-MISC screen.

After you’ve entered the information from your 1099-MISC, we'll ask a few questions to confirm the type of income you received and create the necessary forms. If your 1099-MISC income is from self-employment, we’ll help you enter expenses related to your income.

The related expenses are entered in the 1099 MISC section: 

  • Log into your TurboTax online account and click on the Business tab and select Continue
  • Select “I’ll choose what I work on” and this takes you to “Let’s gather your business info” screen
  •  The first section down is Business Income and Expenses, choose Update
  • You are now at the “Here’s  the business info we have so far” screen where you should see your Business listed
  • Click Edit next to that business and on the next screen, scroll down to the fourth section which should be Business Expenses and select “Visit All

Importing your W-2

This year we've made importing your info into TurboTax easier than ever before! You can successfully import your info directly from your employer.

If TurboTax doesn't recognize your employer's EIN for any reason, and you're using TurboTax Online or the TurboTax Mobile App, you'll have the option to snap a photo of your W-2 using your smart phone.

You can choose to manually enter your W-2 if you prefer. See the instructions for your TurboTax version below. 

Select your TurboTax version:

TurboTax Online - Import or Enter Your W-2 

TurboTax Mobile App - Import or Enter Your W-2 

TurboTax CD/Download - Import Your W-2 

Requirements to successfully import your W-2 directly from your employer

 

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