Get your taxes done using TurboTax
In TurboTax Online, I am able to select Documents in the upper left hand corner of the screen. Then I select View documents from 2023 and view the following.
Under the three dots to the right under the title Actions, I am able to Delete the document.
In this example, the Documents are PDF files and may be viewed. It is not clear from where the Documents were downloaded unless the document title or the detail provides that information.
In this example, I could compare the PDF documents to IRS form 1099-B entries to see whether the entries are complete in the tax return.
View IRS form 1099-B entries by following these steps:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & Income.
- Scroll down to Investments and Savings and click the down arrow to the right.
- Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- At the screen Let's finish pulling in your investment income, compare to IRS form 1099-B entries.
Click Tax Home in the upper left hand corner of the screen to return to the TurboTax tax return.
