 Autor: .. +
Datum: 31. 01. 2026 12:28:58
czech1 » TurboTax can import a wide range of tax-related data directly from participating employers, financial institutions, and brokerage firms, saving time and reducing errors. Here’s what you can typically import:
W-2s: From over 100,000 employers and payroll providers, including major companies like ADP, Paychex, and many state and local governments.
1099s: Including:
1099-INT (Interest Income)
1099-DIV (Dividends and Distributions)
1099-B (Brokerage and Barter Exchange Transactions – includes capital gains and losses)
1099-R (Retirement Plan Distributions)
1099-MISC (Miscellaneous Income)
1099-OID (Original Issue Discount)
Schedule K-1s (1065): For partnerships, S corporations, and trusts (via specific partner integrations).
Tax data from financial institutions: Including Ameriprise, Edward Jones, First County Advisors, Impax Asset Management, Wealthfront, and others, depending on your account type (retirement or non-retirement). |
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Autor: rejnok ++++
