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March 12, 2025
Question

I can't find the details on last years return. I think the 1099-R information was wrong and I can't find any tab to amend it.

  • March 12, 2025
  • 1 reply
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how do i see 1099-R from previous year

    1 reply

    CatinaT1
    March 19, 2025

    Here's how you can find last years return. Below that is information on how to amend.

     

    To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/

     

    Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

     

    As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state). 

     

    This will take you back in to the 2024 online tax return.

     

    Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.

     

    If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

     

    • You must first wait until the initial return is completely processed.
    • You will have to use the same TurboTax account that you used for the original tax return.
    • Once you begin your amendment, you'll see your original return.
    • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
    • Only make changes to the areas of your return that need to be corrected.
    • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

    Select your product below and follow the instructions. 

    Amend TurboTax Online 

    Amend TurboTax CD/Download 

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