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New Member
posted Apr 4, 2024 12:32:38 PM

What documents do I need to upload to file my taxes

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2 Replies
Expert Alumni
Apr 4, 2024 12:37:34 PM

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

Level 15
Apr 4, 2024 12:38:38 PM

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?

 

 

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