Your Common TurboTax® Questions Answered | TurboTax® (2024)

TurboTax is now available in Spanish and we also have bilingual experts who can help you or file your taxes for you.

• You can now file your federal and state taxes in Spanish with TurboTax en español. If you wish to switch your language to Spanish you can select “Cambiar a español” on the lower left hand side of your screen.
• Access our new Spanish digital chat “Turbo Tax Assistant” in TurboTax en español.
  • Simply click the “Help” icon on the top right side in the product to access our Spanish digital assistant. If our Spanish digital assistant can't resolve your question, then select “Ayuda en español” and you'll be connected to one of our bilingual experts.
• With TurboTax Live, get unlimited help from live bilingual experts as you do your taxes, plus a final review, backed by our 100% accuracy guarantee.
• With TurboTax Full Service you can connect live with a dedicated bilingual expert matched to your unique situation. Your tax expert will take the time to get to know you, answer all your questions and do your taxes from start to finish. To speak with one, schedule a call with an expert, and if the expert who calls doesn't speak Spanish, ask for one, and they'll return your call as soon as possible.
• We also have a Spanish TurboTax support site and Spanish tax articles which can answer many of your questions.

It's easy to transfer last year's return, and depending on your situation, the transfer could be:

• Automatic—which will transfer all of your info without you having to do anything extra.
• From a PDF—which will transfer your personal info and your AGI to give you a head start.
• From a .tax file—which will transfer all of your info in a few short steps.

If you used TurboTax Online last year

• Sign in with the same user ID you used last year and we'll transfer your information over.
• Can't remember last year's info? Try our account recovery tool.

If you used other tax software or CPA last year

Select the method you used to file last year and use the help links and instructions to transfer your PDF and to change your filing status (like single or married filing jointly), if different.

Keep in mind:

• The PDF needs to be your 1040 or 1040-SR
• The program accepts PDFs from a range of providers, such as HR Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, or Liberty Tax/Tax Brain

We support a wide number of other providers and keep expanding our capabilities.

In certain situations, the program might not accept a PDF, such as when it's password-protected, when it's a scan of a hard copy rather than an electronic PDF, or in certain other cases. If this happens, we'll guide you through typing in your info.

You can enter your W-2 forms into TurboTax both manually and via automatic import from over a million employers.

Manual Process instructions:

TurboTax Online

1. Sign in and continue your return
2. Select the magnifying glass, search for W-2 and select the Jump to link
3. Select Work on my W-2 and Continue
   • If you've already entered a W-2 or need to add another one, select Add another W-2
4. Enter your Employer Identification Number (EIN) from Box b on your W-2
   • If your W-2 can be imported, you'll come to the Great news! We can automatically import your W-2 info screen. Answer the questions to complete your import
   • If TurboTax doesn't recognize your EIN you can use the TurboTax mobile app to snap a photo of your W-2, upload it from your computer, or fill it in yourself

TurboTax CD/Download

1. Open your return
2. Select Search, search for W-2, and select the Jump to link
   • (On Mac: Select the Federal Taxes tab, then select Wages & Income)
3. On the Let's get your W-2 info screen, select Work on my W-2 and Continue
   • If you've already entered a W-2 or need to add another, select Add another W-2
4. Enter the 9-digit Employer ID Number from your W-2, and select Continue
   • If your employer is a TurboTax partner, we'll say Great News! We Can Enter Your W-2 for You and lead you through the steps to import your W-2
   • If TurboTax doesn't recognize your EIN you can fill in your W-2 info yourself.

Automatic import instructions: For you to import your W-2 directly from your employer into TurboTax, the following things are required:

• Your payroll provider needs to be a TurboTax Import Partner
• Your W-2 must be available for import (most are ready by February 1)
• We need the Box 1 amount from your W-2 or the year-to-date (YTD) gross income from your year-end pay stub
• In some cases, we may need the Box d Control Number from your W-2, but only if your payroll provider requires it

Learn more

With Live Full Service, you’re matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.

With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file.

We do our best to match you with the right expert based on the nature of your concern and/or tax situation. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.

For a dedicated tax expert matched to your unique situation, choose TurboTax Live Full Service.