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Level 2
posted Jun 1, 2019 2:42:51 AM

How do i access information directly?

Having filed my taxes this past weekend, I now need to go back and see how much interest income was from 'my' bank account and how much was from my wife's.  On the downloaded TaxReturn.pdf document, it only shows the combined number.  How do I look at the information I entered in it's raw form to see how much of that was mine versus hers?  I'm sure I was able to do this in previous years, but I can't find it this year.

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1 Best answer
Intuit Alumni
Jun 1, 2019 2:42:53 AM

You can go back into your return and on the 1099-INT entry screen you can review your entries in the section, This interest belongs to...[you, your spouse, or both].  [See Screenshot #5, below.]

To get back into your return after it's been e-filed, please follow these steps:

  1. On the Overview page, click on My TurboTax > My Tax Timeline.  [Screenshot #1]
  2. Click on Add a State.  Don't worry--we're not really adding a state--it's just a way to get back into the interview.[Screenshot #2]


To review the interest your entered, please follow these steps;

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income > I'll choose what I work on].
  2. Scroll down to the Interest and Dividends section and click on the Start/Revisit box next to Interest on 1099-INT  [Screenshot #3]
  3. You will see a screen Here's the interest we have so far.  Click on the Edit box next to check entries you've already made.   [Screenshot #4]
  4. On the next screen -- Let's get your 1099-INT or brokerage statement details, look for the radio buttons at the bottom of the screen, This interest belongs to.... [Screenshot #5]





1 Replies
Intuit Alumni
Jun 1, 2019 2:42:53 AM

You can go back into your return and on the 1099-INT entry screen you can review your entries in the section, This interest belongs to...[you, your spouse, or both].  [See Screenshot #5, below.]

To get back into your return after it's been e-filed, please follow these steps:

  1. On the Overview page, click on My TurboTax > My Tax Timeline.  [Screenshot #1]
  2. Click on Add a State.  Don't worry--we're not really adding a state--it's just a way to get back into the interview.[Screenshot #2]


To review the interest your entered, please follow these steps;

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income > I'll choose what I work on].
  2. Scroll down to the Interest and Dividends section and click on the Start/Revisit box next to Interest on 1099-INT  [Screenshot #3]
  3. You will see a screen Here's the interest we have so far.  Click on the Edit box next to check entries you've already made.   [Screenshot #4]
  4. On the next screen -- Let's get your 1099-INT or brokerage statement details, look for the radio buttons at the bottom of the screen, This interest belongs to.... [Screenshot #5]