Documents to include when filing taxes online

Forum|Forum|2 years ago
March 18, 2024
4 replies
0 views

Hello,

New to TurboTax this year and wanted to have an idea of what tax documents I will need to include when I file my taxes online through TurboTax ? Will Turbo Tax at the end of my tax forms tell me what to include before I submit them online ? Just want to make sure when I submit to Federal and State I include any extra documents in addition to what Turbo Tax is doing on my behalf.

Thanks and look forward to the feedback.

-Dennis

Best answer by Bsch4477

No. What you entered into TurboTax will be sent with your return electronically.

Bsch4477

Employee

Generally TurboTax will file electronically all required documents and information.

xmasbaby0

Employee

TAX PREP CHECKLIST

https://turbotax.intuit.com/tax-tips/tax-planning-and-checklists/tax-preparation-checklist/L7LHiDqGJ

If you e-file, there are not any documents to mail. It is all done electronically and you just save your documents for your own records.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA

Employee

When electronically file a tax return, e-file. the TurboTax program will include in the e-filed tax return for both Federal and State all required forms and schedules for each tax return. You do not have to make the decision since it is done automatically.

dmacjr15Author

ah ok makes sense but will I have to include a copy of my W2 ? I manually filled in all the information when I did my taxes in TurboTax and have not uploaded any info.

Bsch4477Answer

Employee

No. What you entered into TurboTax will be sent with your return electronically.

SteamTrain

Employee

......with the exception of active stock traders, where they summarize all their short and long-term stock trades, then those individuals do have to mail in the detailed trade sheets, even if they e-file the rest of their forms.

AND, you DO have to retain all your tax forms (W-2, 1099-INT, 1099-DIV etc) in a file folder for future use..becasue the IRS and State tax departments do occasionally ask questions later (I recommend 7-10 years...but others claim shorter is OK).....once you throw them away, it can be almost impossible to get new copies.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*