- First things first—click "Federal" to kick off your tax import process.
- Now head to "Income" and give it a click.
- Select "Wages and Salaries (W-2)" and hit "Start" to begin importing your W-2.
- Enter your Employer Identification Number (EIN) from Box b on your W-2 form.
- Pick your import method—snap a photo, auto-import, or type it in manually. Your choice.
- Going the manual route? Grab your W-2 and click "Type it in myself."
- Copy each box from your W-2 exactly as printed. Name, address, EIN, withholding—accuracy counts here.
- All set? Click "Continue" to lock in your W-2 info and move forward.
How to Import Tax Forms in TurboTax
📌 Why this matters
Importing your tax forms correctly sets up accurate calculations for your entire return, preventing costly errors that could trigger audits or delays. Beyond just data entry, this process creates a digital trail that TurboTax uses to cross-reference deductions and credits you might otherwise miss. The software can spot inconsistencies between your W-2 and other income sources, plus automatically populate related fields throughout your return. Getting this foundation right means fewer corrections later and maximizes your refund potential through connections the software makes behind the scenes.
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