How do I go to my 1099-R input screen to see/modify data? I have already efiled but I need to verify what was entered. I can't find any menu option to "see" forms??

[GeorgeM777]

What version of TurboTax are you using?  If using TurboTax CD/download, you can select Forms (upper right of your screen) and in the left margin, select the form you want to view.

If you are using TurboTax online, after logging back into your account, from the Tax Home page, scroll down the screen to Your tax returns & documents, then select Download/print return (PDF).  You should be able to download a pdf of your return to your desktop.

If you are using TurboTax online, you may see the option to Amend (change) your return.  However, because it appears your return has not been "accepted" by the IRS, you will not have the option to amend your previously efiled return.  Selecting the option to amend your return, even though you may not want to or intend to amend your return, is a way to get back into your TurboTax application to review your 1099-R entries.   Once your return has been accepted by the IRS, you will then see the option to amend your 2022 return.  

@efhask99

[efhask99]

Thanks for the quick response. I'm using Online version. Fed has been accpted but Coloroado has not. Therefore the "Amend Return" option is not there! Secondly, I did print the pdf but unlike prior years there is no option to 'Include detail..." (forgot actual wording but something like that).

So the pdf does NOT include any 1099's, etc! What am I missing???

Thanks,

Ed

[JohnB5677 · Accepted solution]

With TurboTax online, after logging back into your account, 

1. Select Tax Home page, 
2. scroll down the screen to Your tax returns & documents, 
3. then select Add a State.  
4. You have no intention of adding any additional states, but it is a backdoor to get back into your return.
5. Do Not change anything. 
6. This is not an amend.  If you change anything at all your original tax return will be incorrect.  
7. Although you have the ability to make changes, please only use it to view your data!

[efhask99]

Pretty sneaky but it works! One shouldn't have to do this just to "see" stuff though. Pass this on to the powers that be from an actual user.