My 2020 return didn't print a "summary" page like in years past that shows my effective tax rate. How can I see this?

[2019taxes4mom]

how do I view my effective tax rate?

[DaraLO]

You can review your Tax Summary within your open return. 

• Go to Tax Tools in the left-hand navigation and click on Tools.
• You'll see "View Tax Summary" under "Other helpful links..." in the window that populates.
• Just click on that link to take you to the Tax Summary page.

The effective tax rate is no longer included, however, you can calculate it by taking your total federal income tax obligation and dividing it by your taxable income.

[LY]

I am also missing getting the summary page for Federal.  I couldn't pdf or print the view of that Federal Summary page that you mentioned without taking a picture of it, but I found I can print or pdf the details another way.  Pick "Forms" from the very top main TurboTax menu bar (where the options are File, Edit, View, Forms, etc), then choose Open a Form, then use the top search bar and type "two-".  Be sure to include the dash mark "-".  This brings up the Two-Year Comparison.  The current effective tax rate is at the bottom!

[econotreat]

Neither of these options seem to be working for me on the online version? Any other advice? I don't have the tax tools option or the things described in the first response. I have already submitted my taxes and now cannot go back into the current year's taxes where I think some of those options are at.

Thanks

[DoninGA]

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@econotreat wrote:

Neither of these options seem to be working for me on the online version? Any other advice? I don't have the tax tools option or the things described in the first response. I have already submitted my taxes and now cannot go back into the current year's taxes where I think some of those options are at.

Thanks

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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 sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2020 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

[Nickybb]

What about when you are using the DESKTOP version of Turbotax?  This year the summary page for the federal summary did not print but the summary page for the state did.... not sure how to access it.  Thanks for any help you can provide

[DoninGA]

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@Nickybb wrote:

What about when you are using the DESKTOP version of Turbotax?  This year the summary page for the federal summary did not print but the summary page for the state did.... not sure how to access it.  Thanks for any help you can provide

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The federal tax summary will be included if you select Tax Return, all calculation worksheets in the File section of the desktop program>Print/Save for Your Records.

[Nickybb]

Thank you. 

[eabrown19]

THANK YOU! Perfect. You solved it. It worked! Got those "Turbotax" "effective tax rate" initial pages that used to be appended automatically. Wish that had been easier, but your workaround worked. 

[Jay1929]

Not helpful at all.  Why after spending $ to buy your product each year can we not simply download the summary data, both Federal and State, and  then save it and print it.  There will be no reply from TT other than the ridiculous "thank you for the comment. 

[MichelleLO]

So that we can better assist you, can you please specify the issue you are having with downloading and printing your return?

@Jay1929

[Jay1929]

Return printed.  Would like to be able to simply download all data into a spreadsheet. Want to be able to go over the numbers and better understand the calculations associated with AGI and how dividend income impacted the result.  Turbo Tax does not seem to make that possible.