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mrduggan05
Level 3

Summary Page

Last year I filed by Downloading Turbo tax from Costco, this year I used the online version.

Last year I got this nice little summary that showed my AGI, taxable income and Effective Tax rate. It was the first page. This year I did not get this little summary page that showed that information....Did i do something wrong? 

1 Best answer

Accepted Solutions
Cass0317
Employee TurboTax Specialist

Summary Page

It is possible you may just not have clicked to include government and TurboTax worksheets. To view the summary page, in 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). Then you can just click on that link to take you to the Tax Summary page. I have also listed full instructions below.

 

Be sure your return has been accepted by the IRS before going back in to your return.

Here is how to print the summary sheet:

 

You need to download your tax return using Print Center and choose the option for all worksheets.

  1. Sign onto your online account and land on the Tax Home web page
  2. Scroll down and click on Add a state. 
  3. This will take you back to the 2020 online tax return.
  4. Click on Tax Tools on the left side of the online program screen. 
  5. Then click on Print Center
  6. Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

View solution in original post

2 Replies
Cass0317
Employee TurboTax Specialist

Summary Page

It is possible you may just not have clicked to include government and TurboTax worksheets. To view the summary page, in 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). Then you can just click on that link to take you to the Tax Summary page. I have also listed full instructions below.

 

Be sure your return has been accepted by the IRS before going back in to your return.

Here is how to print the summary sheet:

 

You need to download your tax return using Print Center and choose the option for all worksheets.

  1. Sign onto your online account and land on the Tax Home web page
  2. Scroll down and click on Add a state. 
  3. This will take you back to the 2020 online tax return.
  4. Click on Tax Tools on the left side of the online program screen. 
  5. Then click on Print Center
  6. Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

View solution in original post

mrduggan05
Level 3

Summary Page

Thank you, that worked perfectly!

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