Import into TurboTax Online

TurboTax Online's import feature lets you import tax information from these financial sources:

• Forms 1098, 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID and 1099-R from participating banks, brokerages, and mutual fund companies
• Form W-2 from participating employers and payroll providers
• Charitable donations from ItsDeductible

To import from your financial institution, mortgage lender, or payroll provider into TurboTax Online:

• Your financial institution or payroll provider must be one of our participating institutions.
• You must have an online account with your financial institution or payroll provider.
• If importing W-2 information, you must know your employer's identification number (EIN), which is printed in box B of your W-2.
• More info about importing W-2, 1098, and 1099 forms.

TurboTax Online will prompt you to import at appropriate places as you proceed through the interview.

For example, when you get to the Wages & Income section, you'll be given the opportunity to import your W-2 form and other tax documents such as Forms 1099-INT and 1099-DIV.

You can also initiate import at any time by doing this:

1. Sign in to TurboTax Online.
2. Click the Federal Taxes tab and choose Wages & Income right below it. (Home & Business: Click the Personal tab, and then click Personal Income.)
   • Choose Explore on My Own if asked how you want to go through the Income section.
3. Click View to the right of the first topic, Import Summary.
4. Click Add W-2 or Add Other Documents, depending on what you want to import.