Documents to include when filing taxes online

[dmacjr15]

Hello,

New to TurboTax this year and wanted to have an idea of what tax documents I will need to include when I file my taxes online through TurboTax ? Will Turbo Tax at the end of my tax forms tell me what to include before I submit them online ? Just want to make sure when I submit to Federal and State I include any extra documents in addition to what Turbo Tax is doing on my behalf.

Thanks and look forward to the feedback.

-Dennis

[Bsch4477]

Generally TurboTax will file electronically all required documents and information. 

[xmasbaby0]

TAX PREP CHECKLIST

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

If you e-file, there are not any documents to mail.  It is all done electronically and you just save your documents for your own records.

[DoninGA]

When electronically file a tax return, e-file. the TurboTax program will include in the e-filed tax return for both Federal and State all required forms and schedules for each tax return.  You do not have to make the decision since it is done automatically.

[SteamTrain]

......with the exception of active stock traders, where they summarize all their short and long-term stock trades, then those individuals do have to mail in the detailed trade sheets, even if they e-file the rest of their forms.

AND, you DO have to retain all your tax forms (W-2, 1099-INT, 1099-DIV etc) in a file folder for future use..becasue the IRS and State tax departments do occasionally ask questions later (I recommend 7-10 years...but others claim shorter is OK).....once you throw them away, it can be almost impossible to get new copies.

[dmacjr15]

ah ok makes sense but will I have to include a copy of my W2 ? I manually filled in all the information when I did my taxes in TurboTax and have not uploaded any info.

[Bsch4477 · Accepted solution]

No. What you entered into TurboTax will be sent with your return electronically. 

[DoninGA · Accepted solution]

@dmacjr15 No, you do not include the W-2 with the e-filed tax return.  When you entered the W-2 into the TurboTax program all the tax data from the W-2 is included in the e-filed tax return.