You can have preview privileges of the Federal Form 1040 for free while working on your return as described below (but no PDF), or you can pay in advance for full viewing/printing privileges at will of all forms in your return. Here are the 2 options:
You can preview your Form 1040 and Schedules 1-3 at any time for free. Here's how:
- Open your return, and in the left menu column, choose TAX TOOLS, then choose TOOLS.
- In the Tools window, choose View Tax Summary.
- When the Tax Summary opens, look in the left menu column and choose Preview My 1040.
- That will show you the Form 1040 and schedules 1-3.
Or if you wish to do so, you can pay in advance to view/print/download the Form 1040 and all forms in your return at will. Here's how:
- Open your return, and in the left menu column, choose Tax Tools, then Print Center.
- Then choose "Print/save/preview this year's return."
- On the next screen choose to "Pay now".
- Note: It may try to upsell you on add-ons like MAX, which you can choose or decline.
- The next screen should be an Order Summary. Review that, and if all is OK, click Continue.
- It should then prompt you for payment by credit or debit card. The screen only says "credit card", but it will take a debit card. If it should offer you the option to "pay later" out of the Federal refund, that can't be used for this purpose. You will need to pay now by credit/debit card in order to download/print prior to filing.
- Then you should have an option of which PDF to download/print/view. "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
