Uploading Docs in Turbo Tax

Forum|Forum|1 year ago
August 28, 2024
2 replies
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What is the purpose of uploading documents in Turbo Tax for the 2024 year IF those are not submitted to the IRS?

marctu

The reason to upload documents is to keep a record of all your documents in one place, so that in the event you need them for let's say a mortgage lender you have them. The IRS or a State may also want to investigate your tax return further, so you will have the documents in one place if they are requested. I am old enough that I keep a folder for each year in a filing cabinet, but digital access to the documents at all times is clearly better.

Thank you so much for your question @aviaragirl

Be well and safe!

Marc T.

Turbo Tax Expert

27 Years of Experience Helping Client

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VolvoGirl

Employee

2024 is not open yet and you can't import any documents. What documents are you asking about? You might be seeing the My Doc feature that is just to store your documents and doesn't go to your tax return.

What is My Docs
https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/docstm/L0VlCWX5G_US_en_US?uid=lfuovrq8

aviaragirlAuthor

So, there is no area to upload a document to support a tax decision in Turbo Tax?

One of the experts stated the document would not go to the IRS.

VolvoGirl

Employee

You can import or upload your tax documents into your tax return instead of typing them in manually. Right now Turbo Tax is only to do 2023 returns. 2024 won't open until mid November to start your 2024 return. Can you explain more what document you need to upload?