How do I get to Schedule 5?

[Critter]

You can peek at only  the Federal form 1040 and the summary of the state info by going here:

1) lower- Left side of the screen...click to the left side of the "Tax Tools" text selection.
2)  then select "Tools"
3) then select "View Tax Summary" from the pop-up
4) then back to the left-side and "Preview 1040"

Then hit the "Back" on the left side to get back to your tax entries.

To view your entire return using the online editions (including the state) before you file, you will need to pay for your online account.

To pay the TurboTax online account fees by credit card, without completing the 2018 return at this time, click on Tax Tools >>> Tools  and then Print Center.  Then click on Print, save or preview this year's return.  On the next page, to pay by credit card, click Continue.  On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button.  The next screen will ask for all your credit card information so you can pay for the account.

There is no direct form entry in the ONLINE program ... whatever you need to change  must be done on the root screen. 

[cranesusan33]

OK where is the root screen that populates schedule 5?

[Critter]

So what do you need to change ?   

Schedule 5—Other Payments and Refundable Credits

Here are some examples of what’s included on this schedule:

·         Estimated tax payments

·         Net premium tax credit

·         Excess Social Security tax that you paid

Sch 5 :  https://www.irs.gov/pub/irs-pdf/f1040s5.pdf

[cranesusan33]

I need to enter a credit on line 74 D with the i.r.c. 1341. I just can't find where in turbo tax I can enter this information.

[Critter]

ok ... well you should have said that to begin with ... see answer.

[Critter]

Figure your tax claiming a credit for the repaid amount. Follow these steps.

1.      Figure your tax without deducting the repaid amount.

2.      Refigure your tax from the earlier year without including the income that you had to be repaid.

3.      Subtract the tax calculated in (2) from the tax shown on your return for the earlier year. This is the credit.

 This is the flow in TurboTax (This can only be done in the Forms mode of the Desktop version of TurboTax)

To  continue in the desktop version see this…….
https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-softw...

Go to FORMS (top right of main screen) > Sch 5 > Scroll below line 74d to "Other Payments and Credits Smart worksheet"