The W-2 partners include the leading payroll provider ADP, some other payroll providers, and a number of large employers. TurboTax publishes a list of partners from which you can download W- Forms. Both TurboTax and H&R Block advertise that they can import W- forms. If you know anyone who has downloaded their tax forms from HR Block, I’d like to know. A couple of years ago I tried using HR Block and it didn’t download my Fidelity or Vanguard info. I think this is one of the reasons Fidelity and Vanguard offer TurboTax and not H&R Block. I don’t think l can do that with HR Block. I am able to download my tax info into TurboTax from both sites.
I have accounts with both Vanguard and Fidelity, having several mutual funds, ETFs, and individual bonds, etc., with each company. After reading my previous post Fake TurboTax Discount Through Vanguard and Fidelity, reader Mike sent me an email:
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