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A number of LastPass users are taking to the company’s forums to complain about a pretty unfortunate bug that affects its extension’s automatic log-off features—something you’ll al...Click on the Tax Returns dashboard and select the Year you would like to bill; On the line of the return for which you would like to bill, click on the dropdown under ACTIONS and select Invoice ; Make your entries and hit Create PDF when finished.1 2 3. Find answers to your questions about connect products and apps with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Click the Return actions button, and select Copy Return. From the Tax Returns list, open the new copy. Go to the Client Information screen and edit the SSN or EIN. When you print or e-file from the copy, you'll be prompted to use or purchase an additional credit. Submit a refund request here for the duplicate charge.To solve this: Go to the Manual Entry Form in the Input Return section. Find any fields with a date. Remove the date shown. Then select the date field and choose the appropriate date from the calendar. The date will change to the current date. Note: Make sure you don't delete and type in a date.Before you start: Calculate all client files in your original program. Remove any locks. Remove any passwords. Remove overrides made on forms which create ... Find answers to your questions about bring in your data with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Feb 14, 2024 · Autofill works by saving information that gets entered while inputting data into returns. For certain fields, ProConnect Tax will save relevant info similar to how autofill works within a web browser. For example, it'll save a business name and the address or contact info associated with that business. In other returns or other areas of the ...On the Netflix logout screen, the “Deactivate” option logs your device out of your Netflix account. You may think that this option deactivates the Netflix account, but it does not....To enter Form 1099-DIV for an Individual return: On the left-side menu, select Income . Select Dividend Income (1099-DIV). Enter the Name of Payer. Select the Details button to expand the input screen. Enter Box 1a in Total ordinary dividends. Enter Box 1b in Qualified dividends. Enter Box 2a in Total capital gain distributions. Enter Box 2b in ...This article will show you how to enter Form 1099-C in the Individual module of Intuit ProConnect. For tax year 21 taxpayers through 2025 that received eligible Student Loan Forgiveness may not have to report this as income on their tax return. Per IRS Guidance the creditor should not issue a 1099-C to these individuals.Go to your Tax Returns list. Select Create tax return. In the Client screen, select Add new. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information. Select Save. Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu. Select Save. The program will take you to ...Sign in to your Intuit account for secure access to all Intuit's tax preparation and financial services.On the Netflix logout screen, the “Deactivate” option logs your device out of your Netflix account. You may think that this option deactivates the Netflix account, but it does not....To solve this: Go to the Manual Entry Form in the Input Return section. Find any fields with a date. Remove the date shown. Then select the date field and choose the appropriate date from the calendar. The date will change to the current date. Note: Make sure you don't delete and type in a date.Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for Lacerte Tax US support here, 24/7.Follow these steps to e-file Form 114 from an individual return: Go to the Profile tab. Check the Select for E-file box for Federal. Check the Select for E-file box for Federal Form 114 (Taxpayer). Go to the Input Return tab. On the left-side menu, select Miscellaneous Forms. Select Foreign Reporting (114, 8938) and choose Foreign Bank Account ...Apr 10, 2024 · ProConnect Tax: Login to ProConnect Tax. Click on QB Accountant on the left hand side. Click on the gear icon. Select Your Team. Find your name as the primary admin. Click on Firm Administration and Books tab. Click on the Transfer Primary Admin button. Using the drop-down menu, choose a current user to transfer your primary admin rights to.1 Best Answer. 01-17-2024 09:03 AM. If you are going from Lacerte to ProConnect, it is an easy transition. But going from ProSeries to ProConnect means a big learning curve. As far as 1099s go, none of the tax softwares create 1099s, but they have addons that you can purchase to do that. But for one 1099, purchasing the addon wouldn't be worth it.Follow these steps to enter Form 1099-LTC Reimbursements on an individual (1040) return: Go to the Input Return tab. From the left of the screen, select Deductions and choose HSA/MSA/LTC Contracts (1099-SA, 5498-SA ). Select L/T Care Insurance Contracts (8853). Locate the Long-Term Care Insurance Contracts (8853) section.Follow these steps to generate Schedule C in the Individual module: Go to Input Return⮕Income ⮕Business Income (Sch. C). Complete the applicable information about the business. Scroll down to the General Information section. Complete any applicable information. Scroll down to the Income section: Enter Gross receipts or sales.User Access is required to use ProConnect Tax software. User Access $99 per user*. (Pricing is capped after 10 users at $990) Complete and total administrative access to all of ProConnect Tax’s powerful capabilities. Minimum one license is required*. Have questions about User Access? Call sales at 844-591-8071.On the server computer, type This PC in the system search bar and double-click Local Disk (C:). Right-click on the Lacerte folder and select Properties. In the Properties screen, select the Security tab. Highlight the user ID in the section labeled Group or user names and check the box for Full Control.eSignature is conveniently integrated within ProConnect Tax. For common eSignature questions, click here . td ‣ eSignature free-trial offer details td ... Find answers to your questions about e-file with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Understanding diagnostics ref. 47233, ref. 47294, ref. 47293, ref. 47312, ref. 47241, and ref. 47605 in ProConnect Tax SOLVED • by Intuit • 4 • Updated June 05, 2023 This article will help you resolve the following e-file diagnostics in ProConnect Tax:Follow these steps to generate Form 8615. From the Input Return tab, go to Taxes -> Children Under 18 (8615). Scroll down to the Parent's Information section. First name. Last name.Select a tax return and click Client Information in the left-hand menu. Click the Return actions dropdown menu in the upper-right of the input screen and select eSignature. Select Client Authorization eSignature in the left-side menu. Click on Start a request to continue to the Request eSignature screen.Yes No. You must sign in to vote, reply, or post. ProConnect Tax. Follow these steps to locate your Customer Account Number:Select Settings in the lower-left corner.Select About Your ProConnect Tax.The Customer Account Number.Need pointers on amending a 1041 return? See: How to amend Form 1041 for an estate or trust. Was this helpful? Yes No. You must sign in to vote, reply, or post. ProConnect Tax. This article will help you locate answers to common questions about amending tax returns in ProConnect Tax.Individual Returns:Need help amending a Form 1040?Go to Tax plans tab. Select Create tax plan . Select the Base year . Choose the tax return you want to create the plan from using the Create from existing tax return field. Change the Name, if desired. Choose the number of Years to show for the plan. The current year will always be shown in the plan for comparison.Intuit App Login and password is a help article that provides solutions for Intuit Accountants who use ProSeries Tax US. Learn how to access, manage, and reset your login and password for your Intuit App. You can also find out how to stay informed with account and product changes, how to change ProSeries admin workstation, how to manage your client list with HomeBase, and how to prepare state ...08:26 AM. Everytime I add a new client to proconnect/qbo, all users in my PTO, get immediate access to the new clients. I have to remember to manually login and edit each time, which is very difficult to keep track off. There should be a feature where I can turn this off and I should be able to give access to the user for the new clients only ...1 2 3. Find answers to your questions about connect products and apps with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.© 2024 Intuit, Inc. All rights reserved. Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.Follow these steps to generate Form 1310: From the Input Return tab, go to Miscellaneous Forms⮕Deceased Taxpayer (1310). Enter a 1, 2, or 3 in 1=surviving spouse (married filing joint), 2=personal representative, 3=other claiming refund (MANDATORY). Select the box Decedent left a will if applicable.Select the Charge Sales Tax checkbox if the item is subject to sales tax. Clear this check box if the item is not subject to sales tax. The sales tax rate is determined by the tax code assigned in the Customer Information screen. Type any additional notes that are applicable to the item in Comments. Click Save. Back to Table of Contents1. Get set up for success. Once you’re signed in to ProConnect, access the gear symbol at the lower left of your software for quick setup tools, including your Preparer Information and Firm Information profiles. Log in now. 2. Provide your EFIN to be ready to e‑file.A yule log is burned because it is believed to bring good luck. Learn more about yule logs and why yule logs are associated with Christmas. Advertisement In a holiday season often ...How to enter your child's interest and dividend income: From the Input Return tab, go to Taxes⮕ Parent's Election (8814). Under General Information, select the child's name from the dropdown menu. Under the Interest Income and Dividend Income sections, enter any applicable information. To add more children, click on the + button to create a ...If you'd like to review the training videos available for ProConnect Tax. Log into ProConnect Tax. Select ⮕ Training portal; For live webinars: We offer free live and recorded webinars for ProSeries, Lacerte, and ProConnect Tax. You can attend live webinars for CE credits, or watch recorded sessions on your schedule. ...Create a PDF organizer for your client. On your Tax Returns list, click the down arrow next to View return. Select Collect data - Intuit Link to open the organizer panel for this client. Choose the Organizer template you want to send. Use the checkboxes to select which items to include in the organizer. Click Edit on the Document checklist to ...See how ProConnect and the Intuit ecosystemcan transform your firm. Still have questions? Call 844-591-8071 to speak with a product specialist. From questions about privacy policies to concerns about data storage, safety and conversion, tax professionals can find fast answers via Intuit FAQ.ProConnect Tax Online for Students . Need help? Visit the ProConnect FAQ page to get answers to your questions. Learn more. Company. About Intuit. Investor Relations ...Complete tax returns faster and more accurately with less client back-and-forth conversations. Access the latest client IRS financials; this is helpful for onboarding new clients, resolution work, and completing extensions. IRS Transcript direct access is included with ProConnect Tax at no extra cost. Find out more about this new feature!From there, go to Accountant Tools and under the Tools submenu, select Prep for taxes. On the Tax Mapping tab, under the Select your professional software dropdown, select Intuit ProConnect Tax. From the Select a tax form dropdown, select the client's tax return type. Once those selections are made, go to Tax options and select from the following:ProConnect is a very easy to use and effective tax software. It has a wide array of interview features that allow for easy tax preperation. It is effective for individual and business tax returns. It provides many internal functions that help the tax preparer administer operate an effective tax preparation business.Go to Input Return⮕Miscellaneous Forms.⮕ Amended Return (1040-X) Select General Information and Federal. Check the box Amending Federal return. Go to Income⮕Pensions, IRAs (1099-R) & click Details for the 1099-R. Select the Other Information tab. Mark the checkbox labeled 20XX Form 1099-R with distribution code 'P' or 'R'.PRODUCTS. Sign in to your Intuit product. For small business. For personal finance. For professional accounting. Account Support. You can also reach out by calling Intuit Phone Support at 1-800-446-8848. Create an Account. Recover your Account.Follow these steps to generate Schedule C in the Individual module: Go to Input Return⮕Income ⮕Business Income (Sch. C). Complete the applicable information about the business. Scroll down to the General Information section. Complete any applicable information. Scroll down to the Income section: Enter Gross receipts or sales.This foundational webinar is designed to assist new ProConnect Tax Online users in understanding how to set up the account and begin preparing a simple 1040 return. This webinar will help new users successfully set up the administrative information in the settings and navigate the program.Log in or sign up to access and use Intuit products including TurboTax, Credit Karma, QuickBooks, Mailchimp, and professional accounting software.Many homeowners aspire to have that perfect rustic and classy log siding for their homes. However, with severe weather conditions most of the time wood Expert Advice On Improving Y...The pricing for ProConnect Tax Online's pay-per-return ranges from $36.95 to $97.95 for individual returns and $40.95 to $117.95 for business returns, which is based on the quantity of returns. Those who gave a ProConnect Tax Online review had high praises, having said that they appreciate its integration with QuickBooks Online Accountant and ...Follow these steps to report income from a 1099-MISC as earned income: From the Input Return tab, go to Income⮕SS Benefits, Alimony, Misc. Income. Scroll down to the Alimony and Other Income section. Enter the 1099-MISC income in the field Other income subject to self-employment tax. This will tell the program to treat this income as earned ...Follow these steps to generate Form 1065-X: Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X). Select 1065 Amended Return from the dropdown menu. Scroll down to the General Information section. Make an entry in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY). Under the Year that is being amended (if not 2020 tax ...Use your Intuit Account to sign in to ProConnect. Learn more. Remember me. Sign In. By selecting Sign In, you agree to our Terms and acknowledge our Privacy Statement. I forgot my user ID or password. New to Intuit? Create an account. Invisible reCAPTCHA by Google Privacy Policy and Terms of Use.Follow these steps. Go to the Input Return tab and select Income from the left menu. Select SS Benefits, Alimony, Misc. Income. Scroll down to the Alimony and Other Income section. Locate the field Other Income. Enter the amount and description. This amount will flow to Form 1040, Schedule 1 as Other Income. Was this helpful? Go to Input Return⮕ Income⮕ Pensions, IRA&Per the 1120S instructions: If the corporation is reqFollow these steps to force the EIC worksheet: Go to the I

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Step 3: Access client responses and import documents into the tax return. This article shows you how to access the link portal in ProConnect: Intuit Link access in ProConnect. See Using Intuit Link to import documents into a ProConnect return for overall usage including what forms you can import.Clients can sign the engagement letter, answer questions, upload and import requested documents and connect to financial institutions. Client activity emails. Set up notifications to let you know when your clients have been active in Link. Share tax return. Share a PDF of the full tax return with your Link clients. Learn more here. Dashboard ...From the left-hand navigation bar, go to Settings⮕Print Settings. Using the drop-down menu along the top of the screen, select the desired tax return type. Below the drop-down menu will be three tabs: Client copy: The version of the return that you would print for your client. Preparer copy: The version of the return that you would keep for ...Clients can sign the engagement letter, answer questions, upload and import requested documents and connect to financial institutions. Client activity emails. Set up notifications to let you know when your clients have been active in Link. Share tax return. Share a PDF of the full tax return with your Link clients. Learn more here. Dashboard ...Step 1: Invite them through manage users: The firm administrator will need to grant them program access: Sign in to ProConnect. Select in the lower left corner. Under YOUR FIRM, select Manage & Invite Users. Select Add user. It's recommended to select Basic. Select No if you would like to limit the ability to e-file. Select Next.ProConnect Tax automatically optimizes between the greater of sales tax or income tax. To override the optimization: Go to the Input Return tab. Under the Deductions section, select Itemized Deductions (Sch A). Select Taxes section from the top of the screen. In the input field, enter: 1 for force income tax. 2 for force sales tax.If you’re a working American citizen, you most likely have to pay your taxes. And if you’re reading this article, you’re probably curious to know what exactly you’re paying for. Th...Attaching Form 7203 to the tax return: ProConnect Tax will generate a critical diagnostic (Ref #56844) reminding you to attach this form as a PDF for e-filing. To generate the form as a PDF: Go to the File Return tab. Select Partial Print on the left side of the screen. Check the box for 7203. Click the Create PDF button.Go to Input Return⮕Miscellaneous Forms.⮕ Amended Return (1040-X) Select General Information and Federal. Check the box Amending Federal return. Go to Income⮕Pensions, IRAs (1099-R) & click Details for the 1099-R. Select the Other Information tab. Mark the checkbox labeled 20XX Form 1099-R with distribution code 'P' or 'R'.ProConnect Tax automatically optimizes between the greater of sales tax or income tax. To override the optimization: Go to the Input Return tab. Under the Deductions section, select Itemized Deductions (Sch A). Select Taxes section from the top of the screen. In the input field, enter: 1 for force income tax. 2 for force sales tax.Partnership. Go to Input Return ⮕General⮕Miscellaneous Information. Select the Miscellaneous tab. Under the Miscellaneous Information section, select the box Initial return (if applicable) Under the Final Return subsection, select Final return (if applicable) Select both boxes to mark the return as Initial and Final.The qualified business income deduction (QBI) allows eligible business owners and some trusts and estates to deduct up to 20% of their QBI, plus 20% of qualified real estate investment trust (REIT) dividends, and qualified publicly traded partnership (PTP) income. Once the required steps are completed, Intuit ProConnect will calculate the QBI ...New for tax year 2022, ProConnect Tax has added print settings at the firm level that you may customize by tax return and recipient type. Find answers to your questions about printing pdfs and watermarks with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.By clicking on the Batch Extension Filing option of the drop-down menu, ProConnect Tax will automatically pull up all eligible returns available for extension filing in the user's account. On this screen, returns can be filtered by client name, return name, and return type. You can also locate specific returns by searching in the Search box and ...How to import data: Go to the Input Return workspace. Click the Lightning bolt icon on the right side of your screen to open the data import panel. If the documents you wish to import aren't already listed, click Browse to choose files from your computer. If your client has already accepted an Intuit Link invitation this year, you'll be able ...PRODUCTS. Sign in to your Intuit product. For small business. For personal finance. For professional accounting. Account Support. You can also reach out by calling Intuit Phone Support at 1-800-446-8848. Create an Account. Recover your Account.This article will show you how to create custom filters to sort clients in Document Management System (DMS). Open DMS. From the main client list, ... 1 2 3. Find answers to your questions about settings and printing with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Intuit App Login and password is a help article that provides solutions for Intuit Accountants who use ProSeries Tax US. Learn how to access, manage, and reset your login and password for your Intuit App. You can also find out how to stay informed with account and product changes, how to change ProSeries admin workstation, how to manage your client list with HomeBase, and how to prepare state ...by Intuit. eSignature is conveniently integrated within ProConnect Tax. For common eSignature questions, click here . td ‣ eSignature free-trial offer details td ... Find answers to your questions about diagnostics and errors with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Intuit Accountants Support Community Sign in. Practice Management ... ProConnect Tax Online adds 1040 direct data import Play Pause Loading… 00:31To enter itemized deductions for the Schedule A. Go to the Input Return tab. Select Deductions from the left menu, then Itemized Deductions (Sch A). Enter the applicable deductions in the tabs across the top menu. Go to the Check Return tab to review the Schedule A. If the Schedule A isn't generating, then ProConnect has determined that the ...In Windows, navigate your Control Panel and select Internet Options from under Network and Internet. You may also use the Search feature on your Windows taskbar to search for "internet options.". Click the Security tab. Select the Internet icon. Click Custom Level. Select Scripting and choose Active Scripting. Click Enable.Welcome to Intuit ProConnect ProSeries®. We are honoIntuit ProConnect Tax Online is cloud-based profe

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Access your personal or business tax account, Self Assessment, Corporation Tax, PAYE and more with HMRC online services.It’s that time of year again. Tax season is upon us, and you may be on the lookout for a great, free tax filing service. Luckily, these days, there are plenty of resources online t...Intuit Educational Institution Software Program Intuit VITA Provider Software Program Grant application process Intuit provides free software to educational ... Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for ProSeries Tax US support here, 24/7.Common questions about Form 1040 Schedule D in ProConnect. SOLVED•by Intuit•23•Updated December 13, 2023. Click on the links below to view answers to frequently asked questions regarding the Schedule D in individual returns. Entering a sale or disposition of assets. Entering day trader transactions in ProConnect Tax.Follow these steps to import a K-1. Open the individual (1040) return, and go to the Input Return tab. Click the Import Data button, then select K-1 Import. Select the business client whose K-1 you want to import. Select a Return to import from. Choose the partner, shareholder, or beneficiary whose K-1 you want to import.Intuit for EducationSign in to your Intuit account to access Lacerte, the professional tax preparation software for large accounting firms. Manage your account settings, download your software, and get support from Intuit experts.eSignature: . The IRS accepts electronic signatures on Forms 8878 and 8879. The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at the preparer’s discretion. eSignatures can be used for a wide range of online documents apart from IRS forms such as engagement letters, contracts, invoices, NDAs, and bank documents.To generate Form 8275 in the program: From the Input Return tab, go to Miscellaneous Forms⮕Disclosure Stmt. (8275, 8275-R). Locate the General Information and Explanations (Part I & Part II) section. Enter a 1 in the 1=Form 8275, 2=Form 8275-R (MANDATORY) field. Under the Item #1 , Item #2 , Item #3 , Item #4 , Item #5, and Item #6 ...Google Chrome's "Incognito Mode" isn't just great for hiding your sultry late night browsing habits, it can also keep you logged into the same webapp as a different user than your ...Many homeowners aspire to have that perfect rustic and classy log siding for their homes. However, with severe weather conditions most of the time wood Expert Advice On Improving Y...To enter in-state municipal bonds: From the Input Return tab, go to Income⮕Interest Income. Enter amounts in the In-state municipal bonds as a subset of the total entered in the total municipal bonds field. Was this helpful? Yes No. You must sign in to vote, reply, or post. ProConnect Tax. Tax-exempt interest reported on a 1099-INT or 1099 ...Intuit Tax Advisor can meet your tax planning needs for most of your clients without the need to also use ProConnect Tax or Lacerte Tax Planners. It provides a federal and state tax projection that includes ‌tax saving strategies. (State strategies aren't included at this time). For most clients, Intuit Tax Advisor allows users to make ...Fiduciary Electronic Mandate Taxpayers whose South Carolina tax liability is $15,000 or more per filing period must file and pay electronically. File. You can file both your federal and South Carolina returns electronically using tax preparation software. Other supporting forms can be submitted to the SCDOR as PDFs.Step 1: Invite them through manage users: The firm administrator will need to grant them program access: Sign in to ProConnect. Select in the lower left corner. Under YOUR FIRM, select Manage & Invite Users. Select Add user. It's recommended to select Basic. Select No if you would like to limit the ability to e-file. Select Next.Jan 17, 2024 · Click My Account to open the sign in screen. Enter your Email or user ID. Enter your Password. Click Sign In. If your login is associated with multiple Customer Account Numbers, you'll see the Select an Account screen. Click Select on the account you need to access.ProConnect Tax automatically optimizes between the greater of sales tax or income tax. To override the optimization: Go to the Input Return tab. Under the Deductions section, select Itemized Deductions (Sch A). Select Taxes section from the top of the screen. In the input field, enter: 1 for force income tax. 2 for force sales tax.Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.Login to your TurboTax account to start, continue, or amend a tax return, get a copy of a past tax return, or check the e-file and tax refund status. File with complete confidence You'll get audit support, accuracy, and your max refund—100% ...Knowledge is power—in business, it's success. Try it free. Or call us at 844-591-8071 to speak with a product specialist. Set up for success with Easy Start onboarding, webinars, case studies, and more to get the most out of your trial or first year experience.Streamline your practice today with the power of Intuit ProConnect Tax and QuickBooks Online Accountant. Sign in to ProConnect and see these timesaving features in action. Your account is free to start—you’ll only pay when you print or file. Streamline your books to tax workflow with the powerful integration between ProConnect Tax and ...We all learn a lot of things throughout the day and some of those things are more meaningful than others. Over on Hacker News, user jbranchaud started tracking what he learned over...Sign into or set up a personal tax account to check and manage HMRC records, including Income Tax, change of address, Self Assessment and company car tax. Before you start To use this service, you ...Access your Intuit account to manage your QuickBooks software and get support.Connect with your dedicated customer success team at 844‑828‑9854 or on the chat feature inside your software. We're here for you. Before you get started, make sure you verify your email address and take these steps to safeguard your ProConnect Tax account security: Visit your ProConnect Account and verify your email.Have the taxpayer sign any required signature documents, such as the 8879 or 8878. Once you're ready to e-file go to the E-File menu and select Transmit Returns/Extensions/Payments. Check the federal and/or state returns you need to e-file today and select OK. Review the Electronic Filing Transmission warning.Follow these steps to import a W-2: On the left-side menu, select Income. Select Wages, Salaries, Tips (W-2). Enter the Employer identification number (EIN). A Get my W-2 box will appear. Select the employer and select Continue. Enter the Social Security number, Box d Control Number, and Box 1 amount from the W-2 you received. Select Get my form. Go to the Input Return tab. From the left of the screen,