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January 29, 2023
Question

Is there a way to see a list of Financial Institutions that I imported data from for last year's Taxes ??

  • January 29, 2023
  • 1 reply
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1 reply

Critter-3
January 29, 2023

If you get a PDF of the return now it includes all the worksheets which may have that information ... you can also look at the 1099-R forms in the program, the Sch B or it's worksheet and the Sch D/8949 forms.

 

Please follow the instructions below for a copy of your tax return after filing.

How do I get a copy of a return I filed this year ...