I upgraded to TurboTax Expert Full Service. Where are my documents?

by TurboTax •   35
Updated March 6, 2026 4:55 PM

When you upgrade to TurboTax Expert Full Service, any documents you’ve uploaded will be added to your checklist for your expert. This also includes documents that you imported directly from your financial institution or employer. However, any manually entered forms won't be added or listed to your checklist, but will be visible to your designated Experts.

So, for example, if you imported your investment documents (such as 1099-INT, DIV, or R) by directly connecting to your financial institution, imported your W-2 by connecting directly to ADP, and manually entered your 1099-MISC form details, all these uploaded and imported documents would be added to your checklist when you upgrade to Full Service, except for your 1099-MISC you manually entered. 

Your expert will see all the documents and the 1099-MISC you manually entered.  However, your expert would still require you to share the actual W-2 and 1099-MISC forms.

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