topic What other documents does my tax turbo expert need besides my w2s and dependents identification socials? in Get your taxes done using TurboTax

What other documents does my tax turbo expert need besides my w2s and dependents identification socials?

Mommysgirl16 — Tue, 03 Feb 2026 07:03:30 GMT

I’m lost on what other documents they would need since I’ve used turbo tax for the past 4 years they have all my info bland I uploaded this years w2s

Re: What other documents does my tax turbo expert need besides my w2s and dependents identification socials?

xmasbaby0 — Sun, 05 Jan 2025 23:58:31 GMT

No one in this forum can see any of your information, so we have no idea what other information you might need to provide to your expert. We do not know if you will receive any of the over a dozen kinds of 1099's, any documents from colleges, mortgage lenders, retirement income, rental income, etc. etc. etc. You will need to communicate with your expert to see what else you need to send in to them.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

Re: What other documents does my tax turbo expert need besides my w2s and dependents identification socials?

xmasbaby0 — Mon, 06 Jan 2025 00:15:51 GMT

TAX PREP CHECKLIST

https://turbotax.intuit.com/tax-tips/tax-planning-and-checklists/tax-preparation-checklist/L7LHiDqGJ