Progress! January 24, 2026, I entered my IRA withdrawals, and see my fed refund and state due. Good so far. Where is file menu to save as pdf. I stop at Pay Now or Pay Later. I already paid $70 in November, why can't I EASILY PREVIEW my 1040 and other forms? I want to know what my taxable SS amount looks like on the 1040. Where is it?
You'll need to sign in or create an account to connect with an expert.
You do not have forms mode with online TurboTax. Forms mode is only a feature of desktop download software. With online TurboTax, you can preview your Form 1040, and Schedules 1, 2 or 3. You cannot make any direct entries to the forms.
PREVIEW 1040
AFTER you pay your fees you can see the other forms and schedules.
Back in November you would have paid for the DESKTOP program that you need to download and install on your computer, not this Online version. How and where did you pay it? You should have received a 16 digit License Code in the confirmation email or in the package from the store.
You can move your online return and continue in the Desktop program without paying for Online.
How to switch…….
https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-th...
Do you need help installing the Desktop program? How to get started with the Desktop program, install and activate it
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbo...
Thank you. I see what I need, but it was an adventure getting past the push to online.
Downloaded desktop for 2025, giant popup is "Make the switch to online filing at no extra cost"
Default is go online, which is probably how I wound up in The Land of No File Menu or Forms Tab
Click Desktop
Are you sure?
Yes
Are you really, really sure you want to use desktop? Use online instead no extra cost.
For feedback I clicked features on desktop not available online.
Since you got pushed into the Online version were you able to go back and use the Desktop program? We haven’t heard if or how that works. Did you get your Online return moved over to the Desktop program?
FYI - Heres some info on the Online version…..
The Online web version is different than the Desktop CD/Download program you install. The pricing structure is totally different.
Online is only for the current year. You pay to prepare the return whether you efile or print and mail. Efiling is free and included in all versions. And state is a separate additional charge in Deluxe and above. Oh and Online is only good for 1 Account and 1 return.
In the Online versions you have to use a higher versions to enter certain types of income like investments and self employment. Online you can’t see the actual forms like the Desktop program until you pay.
You can access an online return from any computer and device. Your return is stored at Turbo Tax. So be sure to download the pdf and .tax files to your computer when you are done or you may not be able to access it when you need a copy. Or if you ever need to amend.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
cririuss_ca
Level 2
strawberryred376
New Member
youngchanwoo9
New Member
cornerstonecleaning41g
New Member
davidwees
New Member