View or modify W-2 data
If W-2 data changes for a client, either the taxpayer or spouse, you can quickly change that information in the client’s plan.
- Click the icon for the taxpayer or spouse and for the year for which you need to modify the information.
- In the left side of the panel, click the employer for which you need to change the information.
- Update the information.
- Click Save if you made changes, or click Cancel if you only viewed the data.
Contact us
Call 800-968-0600
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