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Level 2
posted Apr 14, 2023 7:58:29 AM

Can I see our SEP donations *after* we've filed our return? Two of us are making contributions, and I can't find our note for the amount to contribute to each acct.

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2 Best answers
Expert Alumni
Apr 14, 2023 9:32:44 AM

If your printed copy of the return did not include the worksheet, you will need to log in and re-print the return. 

 

 

  1. Log on to your TurboTax account, scroll down on the Tax Home screen and select Add a State (don't worry, we're not actually adding a state, this just gets you into the right area).
  2. In the left menu, select Tax Tools, then Print Center.
  3. On the TurboTax Print Center screen, select Print, save or preview this year’s return.
  4. On the next screen, select 2022 federal returns and Include government and TurboTax worksheets (optional) then select View or print forms. 
  5. Save a copy of the PDF to your computer.
  6. Open the PDF and look for the worksheet. It should look like the image below. 

 

Level 2
Apr 14, 2023 9:55:42 AM

Great -- That got me there, and now I can make those contributions. Thank you SO much for your help!!

6 Replies
Expert Alumni
Apr 14, 2023 8:10:11 AM

You can print your return and look for the Keough/SEP Worksheet to see the amount of contributions for each of you that you reported on your return.  

Level 2
Apr 14, 2023 8:22:20 AM

Hi, thanks for the suggestion. But, I've looked carefully, twice, and I can't find a Keough/SEP Worksheet in the return. Why would it not be there? Is there any other way to get this information?

Expert Alumni
Apr 14, 2023 8:37:41 AM

You would need to select 'Tax return, all calculation worksheets' or specifically choose the Keough/SEP worksheet on its own to print it.  It will not be included in the forms that are being filed with your return.

 

You can look at your Form 1040 Schedule 1 line 16 to see the total contribution that you are deducting.  However, that number will not be broken down between the two of you.  You need the worksheet to see the breakdown.

 

@nandawn 

Level 2
Apr 14, 2023 9:00:09 AM

Okay -- where do I find that?

 

Expert Alumni
Apr 14, 2023 9:32:44 AM

If your printed copy of the return did not include the worksheet, you will need to log in and re-print the return. 

 

 

  1. Log on to your TurboTax account, scroll down on the Tax Home screen and select Add a State (don't worry, we're not actually adding a state, this just gets you into the right area).
  2. In the left menu, select Tax Tools, then Print Center.
  3. On the TurboTax Print Center screen, select Print, save or preview this year’s return.
  4. On the next screen, select 2022 federal returns and Include government and TurboTax worksheets (optional) then select View or print forms. 
  5. Save a copy of the PDF to your computer.
  6. Open the PDF and look for the worksheet. It should look like the image below. 

 

Level 2
Apr 14, 2023 9:55:42 AM

Great -- That got me there, and now I can make those contributions. Thank you SO much for your help!!