topic Affect of brokerage account on my return in After you file

Affect of brokerage account on my return

carnival- — Mon, 09 Mar 2026 08:16:44 GMT

I would like to see the effect a brokerage account had on my federal tax return without changing my return. Is there a way I can do this?

Re: Affect of brokerage account on my return

fanfare — Sat, 12 Mar 2022 12:28:00 GMT

Nope.

Re: Affect of brokerage account on my return

Critter-3 — Sat, 12 Mar 2022 12:33:38 GMT

@carnival-

Are you using the online or downloaded version ?

Re: Affect of brokerage account on my return

carnival- — Sat, 12 Mar 2022 12:37:44 GMT

Online

Re: Affect of brokerage account on my return

carnival- — Sat, 12 Mar 2022 12:54:12 GMT

What if I went back to my account and went through the motions of filing an amended return? I have never tried that and I wonder if, once done making changes, the program allows you to cancel the amended return. I know it shows your refund at the top of the screen as you add income, deductions, etc.

Re: Affect of brokerage account on my return

Critter-3 — Sat, 12 Mar 2022 13:00:10 GMT

If you use the amendment option then use the downloaded version if possible. When using the online version the "undo amend" will remove the 1040X but it will NOT restore the changes you made which will mess with the archived return.

Re: Affect of brokerage account on my return

Mike9241 — Sat, 12 Mar 2022 17:47:36 GMT

yes if you want to pay for the desktop version. then you do your return without brokerage and save use a name like "first return". open again import save as "second return"