Skip to main content
Level 2
January 9, 2024
Question

Cannot access forms and worksheets

  • January 9, 2024
  • 1 reply
  • 0 views

Yes, I have read the prior posts on this but I cannot add a state or access all of my forms and worksheets. How do I access all of my forms and worksheets? I can print the forms but have no way to see the worksheets. Very frustrating. Considering canceling TurboTax and going to an accountant as this is frustrating and NOT what I initially liked about TurboTax.

    1 reply

    Level 15
    January 9, 2024

    Are you trying to see your 2023 return with all of the forms and schedules?   With online TurboTax you do not have direct access to the forms and schedules until you pay your fees.     Before then, you can only preview your 1040 and the three schedules.

     

    PREVIEW 1040

     

    https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

    Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

     

     

    When you use the CD/download, that software has Forms Mode and you can see all of the forms and schedules at any time.

    **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.**
    Level 2
    January 9, 2024

    No I'm not looking for 2023 - I am looking for 2022.

     

    And yes, I know you can't see the forms for 2023 until you pay. Not sure I will use TurboTax again this year after all the frustration with their phone robot and AI that doesn't work.

    VolvoGirl
    Level 15
    January 9, 2024

    Yes, I saved a copy of my tax return but I did not save all of the worksheets.  This is what I am looking for - not just the tax forms but the worksheets.


    We assume you used the Online version last year?  Now that they closed 2022 they saved it with all the worksheets.  Just try downloading the pdf again.  All the worksheets should be in the same pdf file after your return.