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W-2 Import Process
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You may follow the instructions below to import your W-2 information.  TaxAct Desktop users: Please first ensure you are in the Q&A Interview Mode (click the Q&A button, if applicable).

1)    Open the return.  For TaxAct desktop users, click the Q&A button to access TaxAct Q&A view, if applicable.

2)    Click the Federal tab, then click the Income subtab (directly below the Basic Info tab).

3)    Click Review next to “Wages, salaries, and tips”.

4)    Click + Add.

5)    Enter the EIN from the W-2.

  • If the EIN is supported for W-2 import, enter the additional required information and click the blue Import W-2 button. Upon successful import, a confirmation screen will appear with the imported data for your review.  You may also click Choose Different Method to skip the import process.

  • If the EIN is not supported for W-2 import, you will not be prompted to import.  Instead, select Quick Entry or Step-by-Step Guidance to manually enter the W-2 information.