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Does the IRS already have my W-2s and/or 1099s? If so, can I use that info by gaining access to my account there, saving me the tsk of obtaining those documents?

 
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Does the IRS already have my W-2s and/or 1099s? If so, can I use that info by gaining access to my account there, saving me the tsk of obtaining those documents?

TurboTax cannot access any W-2 or Form 1099 for you.

You will have to get the W-2's from your employers and the Form 1099's from the issuer of the form.

 

If you cannot obtain the W-2 from your employer, then for a fee you can get a complete copy of a W-2 from the Social Security Administration - https://faq.ssa.gov/en-us/Topic/article/KA-02501

 

You can get a free Wage and Income transcript from the IRS - https://www.irs.gov/individuals/get-transcript

Does the IRS already have my W-2s and/or 1099s? If so, can I use that info by gaining access to my account there, saving me the tsk of obtaining those documents?

TurboTax does not have your W-2.   W-2’s come from employers.  There is not a federal or national website that provides W-2’s.   If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.

 

Every 2024 W-2 that you received must be reported on your 2024 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.

 

ALL of your W-2’s must be entered on the SAME tax return.  

 

Go to Federal>Wages & Income to enter a W-2.

After you enter the first one, you click Add Another W-2.

 

 

W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_U...

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-...

 

 

You do not say what kind of 1099 information  that you are looking for.  There are over a dozen kinds of 1099's.  A 1099NEC is typically issued by an individual or business for whom you performed work as an independent contractor, so seek a copy from them if you did not save yours.  Many of the other types of 1099's are issued by banks, brokerages and other financial institutions from which you can seek copies.

 

And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2. 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

Does the IRS already have my W-2s and/or 1099s? If so, can I use that info by gaining access to my account there, saving me the tsk of obtaining those documents?

The IRS does have your W-2s and 1099s. A Wage and Income transcript from the IRS (see DoninGA's post above) will have the information from your W-2s and 1099s, though it is not in the format of the actual forms. However, the IRS transcript does not have any state information. If you live or work in a state that has state income tax, you will have to get the complete form from the employer or payer. Whether a 1099 has any state information depends on the type of 1099 and on choices that you made.

 

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