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Level 3
posted Mar 3, 2021 12:20:05 PM

How do I review all of the information that was input for my 2020 taxes? They've already been filed.

I think we missed making our Roth IRA contributions in 2020 because we never heard from our financial advisor for our annual check-in.  It's possible that I thought we did and entered them, and if we didn't, I'll have to file an amended form.  I already have them printed out and am not seeing a space anywhere that tells me what I did or didn't do in that regard. How can I get back into the "worksheet" area and see what I did or didn't do?

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1 Replies
Level 15
Mar 3, 2021 12:24:57 PM

A ROTH is not entered on the income tax return unless you qualify for the form 8880 credit so entry is not required.    But you can review all the input screens  after filing by logging in and scrolling down and clicking on ADD A STATE  to open the account ... be very careful to NOT make any changes to the return ... look but don't touch.