To add a Form W-2 in TaxAct:

TaxAct Online

Dashboard

1. From within the TaxAct return, click Income.
   • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
2. Under Quick Add, click the plus sign (+) to add Form W-2.
   • Alternatively, expand the Wages and Salaries drop down and click Add to the right of Wages, Salaries, & Tips.
3. You can choose Manual entry, Upload a file, or Take a pic. Make your selection.
4. Complete the rest of the interview process.
5. At the end of the interview process, you will be asked if you want to add another W-2. Click Yes if you have another one to add now.

Classic

1. From within the TaxAct return, click Federal. 
   • On smaller devices, click in the top left corner of your screen to expand the menu, then make your selection.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click + Add Form W-2.
4. Complete the rest of the interview process.

Desktop

1. From within the TaxAct return, click Federal.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click + Add Form W-2.
4. Complete the rest of the interview process.

Not all Forms W-2 are eligible for importing into the TaxAct program.  Whether a W-2 is eligible for importing into the TaxAct program is based on the Employer Identification Number (EIN) on your W-2.

To enter the EIN on Form W-2, and import the Form W-2 you received into the TaxAct program:

1. From within Form W-2, on the screen titled We’ll start with your W-2 or Let’s start your next W-2, type the Employer Identification Number.
2. If your Form W-2 is eligible for import, the next screen will be titled Import W-2 – Authentication Credentials.
3. Continue with the interview process to import Form W-2.

To review or edit a Form W-2 in TaxAct:

TaxAct Online

Dashboard

1. From within the TaxAct return, click Income.
   • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
2. Under My Income, locate the W-2 that you had added or updated from the prior year.
3. To the right, click Edit. 
   • If you had started entering information, but did not complete all your entries, you will see Continue instead of Edit.

Classic

1. From within the TaxAct return, click Federal.
   • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click Edit next to the form that you want to review/edit.
4. Continue with the interview process to review/edit your information.

Desktop

1. From within the TaxAct return, click Federal.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click Review next to the form that you want to edit.
4. Continue with the interview process to review/edit your information.

TaxAct Online

Dashboard

1. From within the TaxAct return, click Income.
   • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
2. Under My Income, locate the W-2 that you want to remove.
3. To the right, click on the three-dot menu and choose Remove from return.

Classic

1. From within the TaxAct return, click Federal.
   • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click the Delete icon (trashcan) next to the form that you want to delete.
4. Click Ok to confirm that you want to delete the form.

Desktop

1. From within the TaxAct return, click Federal.
2. Click the Wages and Salaries drop-down, then click Wage income reported on Form W-2.
3. Click Delete (trashcan icon) next to the form that you want to remove.
4. Click Yes to proceed with the deletion.