Connect with TurboTax now

    TurboTax users, do not complete this form if you wish to import your individual 1099 or W-2 forms into TurboTax. This form is for financial institutions and employers only.

    Account connectivity for companies with less than 100 employees

    If you are interested in importing W-2s and your company has less than 100 employees, you can enable TurboTax import through our QuickBooks Payroll product. We currently don’t offer direct connectivity for companies of this size.

    Learn about QuickBooks Payroll

    Account connectivity service providers for financial institutions

    For reference, below is a list of some service providers, who offer OFX connectivity enablement, consulting and implementation support. Intuit does not officially endorse or guarantee their services.

    If you are interested in one of these providers, please contact them directly to evaluate their services. If you prefer to establish your own connectivity, please fill out the form.

    Third party and hosting service providers:

    Wall Street Concepts/FIS

    FIS

    Ninth Wave

    SS&C

    Pershing LLC

    Apex Clearing Corporation

    BNYMellon Asset Servicing

    Thomson Reuters

    Broadridge Financial Solutions

    Become a tax form import partner

    This form is for financial institutions and employers.

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