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The Employer Identification Number (box b of each of your Forms W-2) entered in the program determines whether the W-2 is available for importing into the program. If the EIN entered is eligible, you will be prompted with the import option.


See Entering in Program - Form W-2.

If the W-2 is eligible for importing, you will see a screen titled Import W-2 - Authentication Credentials, where you can enter the information needed. Click Import W-2. If you decide you do not wish to import the W-2, you can click Choose Different Method and enter the information manually.

Upon successful import a confirmation screen will appear with the imported data for your review.

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