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How do I file a 1040-SR with my W-2 on TurboTax?

 
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How do I file a 1040-SR with my W-2 on TurboTax?

 You do know that Form 1040 and Form 1040SR are identical except that the SR has bigger print, right?

 

 

W-2's come from employers.   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 2022 W-2 that you received must be reported on your 2022 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 to get in trouble with the IRS for under-reporting your 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.  You might need to phone, 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/questions/2561916-how-can-i-get-a-copy-of-my-w-2

 

https://ttlc.intuit.com/questions/1934390-how-do-i-import-my-W-2

https://ttlc.intuit.com/questions/2588751-why-can-t-i-import-my-w-2

 

https://ttlc.intuit.com/questions/2938482-how-do-i-take-a-picture-of-my-w-2-in-turbotax-online

 

**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.**

How do I file a 1040-SR with my W-2 on TurboTax?

the SR is automatically generated when the age of the taxpayer and/or spouse is over 65 based on the birth dates entered. Then you get a larger standard deduction unless your itemized deductions are higher.  other than the few things mentioned the 1040 and 1040-SR are the same.

 

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