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March 6, 2025
Question

how can I retrieve my 1099R entries from last years return?

  • March 6, 2025
  • 1 reply
  • 0 views
i repeatedly get a review error when entering 1099R data so I deleted data entered on last years return and now I don't know what to enter

1 reply

March 12, 2025

You should enter your 2024 1099-R form just as it is in to the program.  Why are you wanting last year's 1099-R entries?

 

Add/Delete Form 1099-R:

  1. Open your return (if not already open).
  2. Enter "1099r" in the Search box.
  3. Click on "jump to 1099r" link.  
  4. Enter you information by importing it or by entering it manually.

 

If you would still like to look at last year's return (assuming you also did it in TurboTax last year) by following these steps.

 

Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in previous years.

 

There are two ways to get your prior-year returns:

  1. Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
  2. On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).


TurboTax FAQ: How do I view, download, or print a prior-year tax return?

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