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Returning Member
posted Jan 5, 2025 3:03:28 PM

What other documents does my tax turbo expert need besides my w2s and dependents identification socials?

I’m lost on what other documents they would need since I’ve used turbo tax for the past 4 years they have all my info bland I uploaded this years w2s

0 2 2090
2 Replies
Level 15
Jan 5, 2025 3:58:31 PM

No one in this forum can see any of your information, so we have no idea what other information you might need to provide to your expert.  We do not know if you will receive any of the over a dozen kinds of 1099's, any documents from colleges, mortgage lenders, retirement income, rental income, etc. etc. etc.   You will need to communicate with your expert to see what else you need to send in to them.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

 

Level 15
Jan 5, 2025 4:15:51 PM