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The Employer Identification Number (EIN) (Box b of each of your Forms W-2 Wage and Tax Statement) 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 by hand.

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

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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