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

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 ...

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