Back to overviewGuided filing flow

Return progress

57% complete4 of 7 filing steps complete

Current phase: Income

Step 2 of 7Federal + state

Personal Info

Income

Deductions

Credits

Review

File

Documents and uploads for this phase

Gather these first so SpeedTax can keep your federal and state returns in sync.

W-2 forms

Employer EIN

Payroll withholding details

Upload queue

SpeedTax

Federal and state return workspace

Tax Year 2025IncomeSaved 12:00 AM

Income: W-2 & Uploads

Let's review your W-2 wages. Add each employer exactly as it appears on the form, then upload any copies.

Maximum refund guaranteed100% accuracy guarantee256-bit encryptionAudit support included

Estimated refund tracker

$4,781

Projected total refund across federal and state.

Credits applied: $0AGI: $143,115

Federal return

$4,816

Estimated federal refund

Refund

Pennsylvania return

$35

Estimated state amount due

Due

Total income

$143,200

AGI

$143,115

Taxable income

$127,365

Federal tax

$23,584

Federal credits

State tax

$4,394

SE tax

$170

State deduction

Investment cross-check

BatBucks dividends $0

Realized gains

Effective state rate

Pennsylvania at 3%

Federal withholding

$28,400

Audit risk indicator

Low

Your return has straightforward income and standard deductions.

Estimated Refund

$4,781

Interview mode

W-2 wages

$142,000

Auto-totaled from imported W-2s

Federal withholding

$28,400

From W-2 box 2 plus any 1099 withholding

State withholding

$4,359

Used in the state tax estimate

Forms in this step

One W-2 imported

Friendly check-in

We already looked for your paycheck info.

A Dunder Mifflin W-2 was preloaded from connected mail. Review the boxes below and upload any extra copies or corrections.

Let's add your W-2

Enter the information from your employer's W-2 form. Every form updates your income totals immediately.

Connected employer import

Dunder Mifflin W-2 detected

SpeedTax pulled the employer name, wages, and withholding from your connected accounts so you can review instead of retyping.

I did not receive any W-2 wages for this return.Choose this only if your income came from freelance, banking, or investment forms instead of payroll.

Dunder Mifflin

Preloaded from connected mail and ready for review

Employer name

Employer EIN

Wages (Box 1)

Federal tax withheld (Box 2)

Social Security wages (Box 3)

Medicare wages (Box 5)

State

State wages

State tax withheld (Box 17)

Document upload

Upload W-2s and pay stubs

Drop PDFs or photos here to keep your filing packet together before review.

Upload documentsPDF, PNG, and JPG supported. SpeedTax saves the filename list so you can track your upload packet.

No files queued yet.

Import checklist

Connected employerDunder Mifflin W-2 ready

Queued uploadsNone yet

Review before filingBoxes 1, 2, 3, 5, 16, and 17

Saved 12:00 AM