Question

How do I see detailed information on how much I reported for each of the 1099-INTs for 2019?

Forum|Forum|5 years ago
January 23, 2021
2 replies
0 views

I am trying to see detailed information for exactly how much I entered for each of the three 1099-INTs for the 2019 tax year, but Turbo Tax assumes I'm only here to enter 2020 info. All I can do is download last year's return, which does not, in all 130 pages, contain a list of the 1099-INTs I reported, nor the amounts for each. I need this detailed info for school financial aid applications.

TurboTax Premier Online

DoninGA

Employee

The prior year 2019 tax return PDF most definitely has the Form 1099-INT Worksheets for each 1099-INT you entered.

To access your prior year online tax returns sign onto 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 2019 and Click on Download/print return (PDF)

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.

SteamTrain

Employee

@DoninGA

Intersestingly.....the full 2019 PDF file download from my "Online" Premiere account, that I just downloaded.....does not have separate 1099-INT worksheets for each bank account. I checked a 2017 PDF downloads from the same account, no individual 1099-INT worksheets . Only the end of file Smart Worksheets, or the Schedule B, showed the individual Banks/Financial providers.

Creating a full 2019 PDF form my 2019 desktop Premier does.

Perhaps, yet something else the Online software doesn't do the same as the Desktop software ?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

DoninGA

Employee

@SteamTrain Thanks...I again assumed the PDF download from online would follow what is available using the desktop and saving the PDF to include all worksheets, although it does read Schedule B--Form 1099-INT in the PDF for desktop.

SteamTrain

Employee

Another possibility....Check your PDF file again....130 pages indicates you have everything

1) first check for a Schedule B...if you have one that lists the interest providers separately

if not that

2) Go to the very end of all the Federal sheets...just before the start of the State sets (if you have a state included). There is an index item for a sheet called "Smart Worksheets" it should be on one of those.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*