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gramy89
New Member

can I see actual documents being filed

can I see actual documents for currant year being filed
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2 Replies

can I see actual documents being filed

No.   With online TurboTax you do not have direct access to the forms or schedules.   You can only preview Form 1040 and Schedules 1, 2 or 3 until later; after you pay your fees you can see the other forms and schedules.

 

As for tax documents that you are entering such as your W-2's or 1099's--if you imported them, TurboTax does not have copies or images of these.   TT only has the information that was formatted for import into the software.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
JohnB5677
Employee Tax Expert

can I see actual documents being filed

Yes, you can see your 1040 and Schedule 1,2 & 3 in the Online version.

Other supporting documents can't be seen when using TurboTax Online.

 

  1. On the left menu, scroll down to Tax Tools.
  2. If necessary, click the side arrow and select Tools. 
  3. A box will appear in the middle of the screen.
  4. Select View Tax Summary.
  5. A tax summary will appear.
  6. On the left side menu bar, select Preview My 1040.
  7. This will bring up a copy of your 1040 Tax return.
  8. If you continue to scroll down, Schedules 1,2 & 3 are available if they are required.

Some key numbers on the form are:

  • 13b will show the credit for Overtime and Tips
  • Taxable income is line 15
  • Total tax is line 24
  • Federal Income Tax withheld is line 25d
  • Tax credits are listed on 27 - 30
  • If there was an underpayment, there may be a penalty
  • Refund is posted to line 34
  • Amount you Owe is line 37
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