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What documents do I need to upload to file my taxes

 
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2 Replies
TomK2023
Expert Alumni

What documents do I need to upload to file my taxes

You can import documents such as W2, 1099-R (retirement/pension), SSA-1099 (Social Security), 1099-INT (interest income), etc.

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What documents do I need to upload to file my taxes

Some tax documents can be "uploaded" but some have to be entered manually by the user--by hand.  

 

We do not know anything about you so we can only give some general ideas.   Do you have any W-2's?   Any 1099's----there are over a dozen kinds of 1099's -- some 1099's can be imported and some have to be keyed in by hand.  How about any Social Security -- do you have a SSA1099?   Do you have a 1098 from a mortgage lender?   A 1095A from marketplace health insurance?

 

 

TAX PREP CHECKLIST

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

 

**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.**

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