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To view the 2024 Tax Summary page in TurboTax Online, please follow these steps:
This doesn't work. There is no "tax tools" option on my left panel. Only options are Tax Home and Documents, neither which have tax tools. Lower down on left panel there is referral rewards, intuit account, cambiar en espanol and sign out.
I was on the phone with a customer service agent who said you can only access the summary page before you file. That makes no sense.
@zabelais wrote:
This doesn't work. There is no "tax tools" option on my left panel. Only options are Tax Home and Documents, neither which have tax tools. Lower down on left panel there is referral rewards, intuit account, cambiar en espanol and sign out.
I was on the phone with a customer service agent who said you can only access the summary page before you file. That makes no sense.
You actually have to be accessing some section of the 2024 tax return before the links on the left side of the screen become available.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you land on the 2024 account screen. Click on one of the boxes shown on the screen, such as Personal Info or Wages & Income. Then click on Review/Edit. The links on the left side will be available.
Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
the only way i could get there was to start working on state taxes, which we don't have in WA state. That did open up the expanded left side options and I was able to navigate to the summary (not intuitive). It's not set up for print mode, but i was able to print a screen shot.
In years past, when you printed your completed returns, the first page was a well formatted summary page, which included most of the key info you might need to refer to during the year. Did this go away?
the summary info isn't as comprehensive as the old ones - no reference to tax rate/bracket as in past, and I think they used to compare years but could be misremembering.
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