Form W-2; Wages

This page includes:

• How to add Form W-2 to the return.

• Entering information into the Form W-2 Input Page.

• Statutory Employee options.

• Troubleshooting Common System Errors.

• System Limitations.

There are 2 Options to add Form W-2 to your return. Let's start with the basic steps to first, enter your return:

1. Log into your account

2. Select "Work With Filing" for the applicable Tax Year

3. On the Navigation Page, select "Edit a Return in Progress"

You are now within your return.

Option 1

You can use the Search for a Form bar in the top left of the screen and search for and add "W-2" to your return. 

• If you are using a mobile device, you may need to select the 3 horizontal bars to reveal the Search for a Form bar.

• If you do not see the Search for a Form bar, you may not yet completed the Interview Stage. You will need to complete the Interview Stage before the system will allow you to freely navigate and use the Search for a Form bar. If you are still within the Interview Stage, then you can use Option 2 to Search for and Add the Form W-2 to your return.

Option 2

1. On the left side, you will see a list of Forms In Return. The forms listed below are all pages or forms you have previously visited. 

(Tip: At any point, if you need to return to a previous page/form to review or make adjustments, you can select the page/form from this list of Forms In Return)

2. Scroll down to the bottom of Forms In Return and you will see the "Federal" drop-down selection. Click on "Federal"

3. Then, click "Income"

4. Scroll down and listed near the bottom of the Federal Income section, you will see the Form "W-2 Income Page" listed. Click on "W-2 Income Page"

You will now be on the Form W-2 Main Page.

Tip: You can apply either Option 1 or Option 2 to search for and add any other needed forms to your return such as "1099", "Schedule", "Social Security", etc.

*Please note: The Form 1040 is constructed based on the tax information you input into the system from other Forms and Pages. You cannot Search for the Form 1040. You can view your Form 1040 anytime by clicking "View PDFs" from the top of your screen.

This is the Form W-2 Main Page.

You can select "Add New" to add a new W-2 OR you can select "Edit" to make any adjustments to a previously added W-2.

Enter Employer Name

Enter Employer Address. If the Employer has a foreign address, then select the blue button to enter a foreign address.

Select "Save and Continue" once you are done.

Tip: To move forward to a new page, always select "Save and Continue" to ensure your entries are saved. 

Enter the information from Form W-2 into the corresponding boxes on screen.

• Change the ownership of the Form W-2 by clicking within the Employee Social Security box.

• To edit the Employer's EIN, Name, or Address, click within the applicable area that you want changed.

Select "Save and Continue" once you are done entering your W-2 Tax Information.

IF, you receive the error listed above, review your Form W-2 and ensure the amounts you entered into the boxes highlighted in red are correct and match the W-2 you received.

IF, the amounts you entered are correct according to the W-2 you received from your employer then, click inside the red highlighted boxes in which an "Ignore Error" option will appear.

Check off the Ignore Error option on each of the red highlighted boxes and select "Save and Continue" to be directed to the next page.