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Level 1
posted Feb 18, 2021 1:21:53 PM

Can I import my tax forms from Turbotax documents? I uploaded them all, and now have to jump back and forth to get the info.

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4 Replies
Intuit Alumni
Feb 23, 2021 12:03:08 PM

Please click How do I transfer last year's return into TurboTax Online? to see the different options on how to import your tax return into TurboTax.

Level 1
Feb 23, 2021 12:23:22 PM

This answer has absolutely nothing to do with my question. I'm not talking about importing a tax return, I'm talking about importing tax documents for this years taxes that I uploaded.

Expert Alumni
Feb 25, 2021 5:33:57 PM

Your question is not very clear.  The answer provided below should help with importing and accessing the documents you import.  If it does not help, try rephrasing your question.

 

See this link for the following information:  Importing your tax documents

 

Importing your W-2 info into TurboTax is easy. You can import your W-2 info directly from your employer.

To use the import feature, your employer needs to be a TurboTax Import Partner. We’ll determine this by the EIN (Employer Identification Number) you enter.

If TurboTax doesn't recognize your employer's EIN, you can snap a photo of your W-2 using the TurboTax mobile app. You can also manually enter the information from your W-2 into TurboTax.

To import your W-2:

  1. Open or continue your return in TurboTax.
  2. Using the search feature in the upper right corner, search for W-2 and select the Jump to link in the search results.
  3. On the Let's get your W-2 info screen, select Work on my W-2 now.
    1. If you've previously added a W-2 to your return, you'll come to the Here's your W-2 info screen. Select Add another W-2 to add your W-2.
  4. Enter the 9-digit Employer ID Number from your W-2 and select Continue.
    • If your employer is a TurboTax partner, we'll lead you through the steps to import your W-2.
    • If your employer is not a TurboTax partner, or if you're otherwise unable to import your W-2, you can snap a photo of your W-2 using the TurboTax mobile app or manually enter your W-2.

If you're accessing TurboTax Online on your phone through a web browser instead of from a computer, you'll have the option to snap a photo without using the TurboTax mobile app.

To manually enter your W-2:

If you don't have your employer's EIN or prefer to skip the import options, you can manually enter the info from your W-2 instead. Follow Steps 1-3 above. At Step 4, if you can't import your W-2 or if you select Continue without entering an EIN, you'll come to Let's type in the rest of your W-2 info screen where you can manually enter your information.

Requirements to import your W-2 directly from your employer

Level 15
Feb 25, 2021 5:39:10 PM

Ok....importing what tax documents from where to where?  Do you need to contact the Live expert help?

 

How to connect to an expert in Turbo Tax Live

https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-live/00/27282

 

How to schedule a review in Turbo Tax Live

https://ttlc.intuit.com/community/expert-review/help/how-do-i-schedule-my-review-using-turbotax-live/00/27280