Import of W-2's into TurboTax

 All Drexel University, Drexel University College of Medicine and Academy of Natural Sciences of Drexel University employees, regardless of whether you elected electronic or paper delivery, now have the option to import their W-2 information in TurboTax!  To initiate this feature, please have your W-2 in hand because you will need information from box b for the Employer Identification Number (EIN) and Box 1 for the password.  As always, questions regarding your W-2 should be directed to the Payroll Department by emailing payroll@drexel.edu.

To access this functionality, you must have a valid SSN, User ID, and W2 box 1 amount to login. Only employees with active domestic home addresses are eligible. The import feature is available for TurboTax’s Deluxe, Premier, and Home & Business versions.  This feature will not work for the Basic/Free version.  Please browse TurboTax’s website for more product details.

In the Federal Taxes section of TurboTax, you will be prompted to enter the Employer Identification Number (EIN) from your W-2 (usually in box b):

If the EIN is entered correctly, you will be led to the Drexel University, Drexel University College of Medicine or Academy of Natural Sciences of Drexel University login page as shown below:

You will need to supply your SSN, your Drexel domain ID as the User ID (e.g. lower-case, abc123), and the amount in Box 1 of your current year’s W-2 as the password. If you do not know your Drexel domain userid (abc123), please contact the IRT help desk.

We ask for your SSN as an additional security measure to make certain that you are the only person who has access to your account. This information is only used to identify your account.  We do not pass this data to any third parties.  All W-2 data is stored in the Banner Administrative Systems Database, at Drexel University.   TurboTax also assures a secure Internet connection to download your information right into your TurboTax return, safeguarding your information by using the latest encryption technology.

If you get an error message:  Unable to Import Your Information.  Response from Drexel University, Drexel College of Medicine & Academy of Natural Sciences:  Signon Invalid, ensure that your SSN, User ID, and password (Box 1 amount from your W-2) are correct before trying again.

Should you enter your credentials incorrectly 3 times, you will receive the following error message:  User password lockout. Your account is now locked for one hour.  Please wait the hour, verify your Drexel domain ID and Box 1 from your W-2 and try again.  If you still are having problems contact finsec@drexel.edu.  Under no circumstances are you to give anyone your SSN or your Box 1 information to resolve this issue.  Please do NOT email your SSN or your Box 1 W-2 information; simply email that you are having trouble logging into the import, provide a telephone number and we will contact you.

Once you click Continue, it can take approximately one minute for the import to complete.  If an error message appears:  Drexel University, Drexel College of Medicine & Academy of Natural Sciences is not available at this time; please try again later, or if error message:  Account not found OR if no information is returned appears, please email drexel_hr@drexel.edu.

When the import is complete, you will be given an opportunity to review the details of your W-2.  To verify this information, you will need to compare this with the W-2 issued by Drexel University, Drexel University College of Medicine or the Academy of Natural Sciences of Drexel University.  If the details of your W-2 are as expected, click Continue.  If not, you can edit the fields then click Continue.  Please note that you will be responsible for your W-2 information provided on your tax return.  For additional support regarding this feature, please use TurboTax’s help links within the application.

INTERNATIONAL STUDENTS AND SCHOLARS PLEASE NOTE:  If you are a nonresident alien for US tax purposes, you cannot use TurboTax to file your US tax return.  TurboTax does not support the filing of IRS Forms 1040-NR or 1040-NREZ.  Information will be available in the near future about using the Glacier Tax Prep program to file your US tax return.  For more information please e-mail the Tax Office at taxoffice@drexel.edu.

Do you have comments and feedback regarding this feature?  Feel free to email import@drexel.edu.

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