Form 1042-S for tax years 2012 to present.Form W-2 for tax years 2004 to present.Reissued W-2 and/or 1042-S, and/or 1095-C (Duplicate Copy) - Reissues or duplicates of the tax statements can be retrieved electronically: Withdraw W-2, 1042-S, and/or 1095-C Consent - Employees who previously consented to electronic distribution of their W-2, 1042-S, and/or 1095-C statement can withdraw their consent online. Employees who expect to receive a W-2, 1042-S, and/or 1095-C statement for the current tax year and who have consented prior to the posted deadline can retrieve and print their W-2, 1042-S, and/or 1095-C online. View your W-2/1042-S/1095-C - Early each January University Payroll & Benefits will send out a communication when your online W-2, 1042-S, and/or 1095-C is available. Each year the deadline for consenting is communicated through multiple sources such as mass email to employees, departmental newsletters and the OBFS-Payroll & Benefits website.
To view the posted dates for deadlines and delivery dates go to OBFS Payroll & Earnings website.Ĭonsent to receive your W-2/1042-S, and/or 1095-C Online - Employees who would like to consent for electronic distribution of their tax statement(s), must do so prior to the posted deadline by completing an online W-2/1042-S/1095-C Tax Statement Consent Form. This benefit expedites delivery of the tax statement by circumventing the mass print and postal mailing processes. Source Income Subject to Withholding information, and 1095-C Employer-Provided Health Insurance Offer and Coverage Statement. I hope that settles some of the frustration and eases the confusion surrounding FI imports.The University of Illinois offers online W-2 Wage and Tax Statement information, 1042-S Foreign Person's U.S. If you are having issues accessing your account or with what is in the data that is downloaded, your FI is the one who has access to the tools to help you. So basically if you are having issues connecting to the internet with TurboTax, we are certainly the people to help you. If you're trying to get a transcript to complete FAFSA, refer to tax Information for student financial aid applications. Visit our Get Transcript frequently asked questions (FAQs) for more information. It is entirely possible for your FI to not know the Date Acquired or Cost Basis on transactions and most of them will not include this information in the import. You can also request a transcript by mail by calling our automated phone transcript service at 80. Only the Description, Date Sold and Amount of the Sale are required. We give your FI the option of including the description (number of shares and security name), Date Acquired, Date Sold, Cost Basis and the Amount of the Sale. But if all your contacts are missing cost basis, that is likely by design. If it is entire transactions missing this is not the case and you certainly need to contact them about that. It may be that what seems to be missing is something your FI has decided they are not going to include in your import. Once you have successfully downloaded your data from the FI comes the second round of the confusion. These will include any errors about the account, the data or the password. Any error that has their name at the top is an error that only they can help you resolve and it comes from them. At the top of the error it will say: “Response from” and continue with the name of the FI. If you encounter an error at this point, you can rule out a problem with TurboTax connecting to the Internet because the program updated the partner list successfully. This is where the confusion seems to start. Once you click the continue button, TurboTax will connect to your FI. It will also have ways to contact your FI if you do encounter a problem or need to set up your username and password. This takes you to a screen with the logo of your FI and asks for your username and password. Don’t despair, though, the next screen will have a link that will help you.) (Note that it is necessary to have online access to your account already established. Now the partner list is displayed so you can choose your FI and click the “retrieve income” button. If you have problems here, we can help you with it.
TURBO TAX PULL MY W2 WINFO UPDATE
TurboTax will connect to update the partner list from our server. The first step is where you tell us you want to import your data from an FI that we have partnered with. (I am just going to call Financial Institution “FI” from now on, that’s a lot to type repeatedly!) I thought I would help outline the process so if you are having questions or problems, you know who to turn to for help. Every year we see confusion over what your Financial Institution handles and what TurboTax handles when you are importing your stock data.
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