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123XYZ123123
Returning Member

Do we need to upload the documents W2, 1099 separately under Turbo Tax -> Documents link

Do we need to upload the documents W2, 1099 separately under Turbo Tax -> Documents link

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1 Reply
LenaH
Employee Tax Expert

Do we need to upload the documents W2, 1099 separately under Turbo Tax -> Documents link

You can import or type in each of your forms separately. You do not need to upload them into Documents unless you've agreed to work with a Full Service tax expert. If that is the case, please upload your forms separately. 

 

Otherwise, please follow these steps to enter your W-2:

  1. Open your return in TurboTax.
  2. Search for W-2 with the magnifying glass tool on the top of the page.
  3. Select the Jump to link.
  4. Click on Add a W-2.
  5. Follow the on screen instructions.

For each type of 1099, please follow the steps below:

  1. Open or continue to your return if it's not already open.
  2. Inside TurboTax, search for 1099-XXX (for example: 1099-INT, 1099-DIV, 1099-B, 1099-MISC) and select the Jump to link in the search results.
  3. Follow the on-screen instructions. 
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