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Level 2
posted Jan 29, 2023 5:21:48 AM

Is there a way to see a list of Financial Institutions that I imported data from for last year's Taxes ??

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1 Replies
Level 15
Jan 29, 2023 5:26:01 AM

If you get a PDF of the return now it includes all the worksheets which may have that information ... you can also look at the 1099-R forms in the program, the Sch B or it's worksheet and the Sch D/8949 forms.

 

Please follow the instructions below for a copy of your tax return after filing.

How do I get a copy of a return I filed this year ...