AnnetteB6
Expert Alumni

Retirement tax questions

Yes, that information is stored in your 2021 tax file that you used to start your 2022 tax return.  Since you mentioned that one of the Form 1099-R did not carry over from 2021, it most likely was not entered in the 2021 tax return.  Otherwise, it would be there in the 2022 return.

 

You also mentioned that you cannot reload the 2021 version of TurboTax.  If you could, you would be able to print your complete return (or save it as a PDF) by choosing 'all forms and all worksheets'.  That would include a page for each Form 1099-R that was entered.  

 

If it turns out that you need to file an amended return for 2021, you are going to need access to the 2021 TurboTax program.  You should contact customer service to get help with accessing the 2021 program.  This will allow you to see your inputs and/or print the return to verify whether an amended return is needed.

 

Use the information in the following TurboTax help article to contact customer service:

 

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