I completed. filed my wife &our 2024 Tax return together. I want to recheck the Pension Optimizer calculation. How can I re-review my completed return re the optimizer?

[TurboTaxAniqua]

You can check a complete PDF copy of your return by saving or printing it. When you print a copy of your return, we include everything that was sent to the government, plus extra documentation and calculation worksheets. Follow the instructions as per this link: How do I print a copy of my tax return in TurboTax?

Thank you for choosing TurboTax.

[gwhite6]

I see your answer - however I wanted to go into my return & redo the Pension Optimizer. The transfer amount seemed low - How do I do that ??

[TurboTaxVeronique]

If you use TurboTax Online, you have to log in to your account, choose the return and, from 2024 tax return (on left menu), you can review each section of your and wife's return. For the split income optimizer, you just have to click on Review // Revisit // the optimizer will start and then, if you want to change the amount, click on I want to change my split, and follow the steps on the screen.

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