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abttlc
Returning Member

W2 import is not working from workday

I am trying to import w2 on desktop application and it’s not importing one even though provider is partner list of turbotax(workday).

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3 Replies

W2 import is not working from workday

Every 2021 W-2 that you received must be reported on your 2021 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

 

 

https://ttlc.intuit.com/community/income/help/what-if-it-s-february-but-i-still-don-t-have-my-w-2/00...

 

https://www.irs.gov/taxtopics/tc154

 

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.  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.**
abttlc
Returning Member

W2 import is not working from workday

For sure I will be adding all w2 but I have to add them manually. I checked all points in https://ttlc.intuit.com/community/entering-importing/help/why-can-t-i-import-my-w-2/00/26447 and none of them applies but turbotax window desktop application not importing w2

ph07
Level 1

W2 import is not working from workday

I was informed that you need to allow auto-import in your Workday (Payroll) account.


"Employees who use TurboTax to file their income tax return and who would like their W-2 information to upload to TurboTax must enroll via Workday to have their W-2 information sent to Intuit, a third-party tax filing organization that owns the TurboTax software, free of charge. Employees need to finalize their TurboTax enrollment and W-2 Distribution elections by Dec. 31."

 

However, I was able to import scanned (non-text) PDF of Workday W-2 into TurboTax, and it worked like a charm, using in-product OCR. I think it will work even more reliably with text-based W-2. Great job, Intuit team!

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