2575163
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

carnival-
Returning Member

Affect of brokerage account on my return

I would like to see the effect a brokerage account had on my federal tax return without changing my return. Is there a way I can do this?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

6 Replies

Affect of brokerage account on my return

Nope.

Affect of brokerage account on my return

@carnival- 

Are you using the online or downloaded version ? 

carnival-
Returning Member

Affect of brokerage account on my return

Online

carnival-
Returning Member

Affect of brokerage account on my return

What if I went back to my account and went through the motions of filing an amended return? I have never tried that and I wonder if, once done making changes, the program allows you to cancel the amended return. I know it shows your refund at the top of the screen as you add income, deductions, etc. 

Affect of brokerage account on my return

If you use the amendment option then use the downloaded version if possible. When using the online version the "undo amend" will remove the 1040X but it will NOT restore the changes you made which will mess with the archived return.

Affect of brokerage account on my return

yes if you want to pay for the desktop version.  then you do your return without brokerage and save use a name like "first return". open again import save as "second return"

.

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question