Auto-Completion Based on Income Entries – Professional Editions
To auto-complete Form W-2 Wage and Tax Statement boxes based on income related entries:
- From within your TaxAct Professional Edition program, click Preparer in the upper menu bar. Now hover your mouse over Master Information, and click General.
- Scroll down to the Calculation Options section, and you can click the Checkbox next to the options relating to Income Entry Auto-Completion to check or uncheck them:
- Automatically complete Boxes 3-6 of Form W-2 based on Box 1 and Box 12 entries
- Automatically complete Box 16 State Wages of Form W-2 based on Box 1 entry
- Automatically complete Box 18 Local Wages of Form W-2 based on Box 1 entry
- Once your changes have been made, click Close to save your updates.