TurboTax uses the EIN you enter to determine whether you can import your W-2. Here's how to get there:
- Open your return in TurboTax.
- Click Federal Taxes (or Personal if using Home & Business) and proceed through the interview until you get to the Let's Start With a Bit of Info From Your W-2 screen.
- Enter the Employer Identification Number (EIN) and click Continue.
- If TurboTax recognizes your employer as a participating W-2 partner, you'll see Great News! We Can Enter Your W-2 For You.
- If your employer isn't a participating W-2 partner, you'll see a different screen where you can manually enter your W-2. The rest of these steps will not apply.
- Enter the requested info, which vary by employer. For example:
- Your employee benefit account user name and password;
- Your Social Security number and your employee benefits account PIN;
- Your Social Security number, EIN, and the info from your W-2's Box 1 and Box d.
- If you need help finding your credentials, use the payroll provider's contact info provided on the screen.
- Enter your credentials and then click the Import My W-2 button at the bottom of the screen.
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