TurboTax import guide: what you can bring in and how
TurboTax import guide: how W-2 and 1099 imports, PDF uploads and last year's return transfers work, what cannot be imported, and fixes when one fails.
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Read the full guide: TurboTax Import Guide: W-2s, 1099s, PDFs and Last Year
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TurboTax import guide: what you can bring in and how
W-2 import key: Employer EIN from box b.
1099 imports ready: Most by Jan 31; 1099-B by Feb 15 (2026 season).
Upload file types: PDF, JPEG or PNG.
TurboTax import partners are the payroll companies, banks and brokerages that have agreed to send tax data directly to TurboTax.
A TurboTax import PDF upload reads the form image and fills in the matching boxes.
Yes, within limits. TurboTax Online accepts a PDF of last year's Form 1040 or 1040-SR from companies Intuit names, including H&R Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer and Liberty Tax or Tax Brain.
TurboTax Desktop stores each return as a tax data file, by default in the TurboTax folder under Documents.
