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New Member
posted Apr 14, 2025 10:07:58 PM

I need worksheet 1099R Simplified method that I filled out in prior years online with TurboTax. Where can I find this? I clickd on "documents" but this section is empty

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Expert Alumni
Apr 18, 2025 9:16:57 AM

In TurboTax Online, follow these steps to print/view your return and all of the informational worksheets after you have filed:

 

  1. Sign in to TurboTax
  2. Scroll down to Your Tax Returns & Documents
  3. Select 2024 and then Add a State (You aren't actually adding a State but this gets you back into the Print Center)
  4. From the left panel Select Tax Tools, scroll down a little and select Print Center
  5. Select Print, save or preview this year's return
  6. Select the 2024 Federal and/or State return box
  7. Choose to Include TurboTax and government worksheets
  8. Select View or Print Forms