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esgturbo18
April 15, 2025
Question

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

  • April 15, 2025
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    1 reply

    CatinaT1
    CatinaT1
    April 18, 2025

    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
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