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Level 1
March 20, 2023
Question

Menu is missing Tax Summary?

  • March 20, 2023
  • 3 replies
  • 23 views
My menu only shows Tax Home and Documents, there are no other menu selections

3 replies

MarilynG
Level 15
March 20, 2023

You must be in your return first.  In the left-side menu, go to Tax Tools > Tools, then choose 'View Tax Summary' from the pop-up menu.

 

Back at the left-side menu, choose 'Preview My 1040' to review your return.

 

@jbb-icfo 

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Level 2
February 17, 2024

I am in my return and still the only menu options are Tax Home and Documents. I am using TurboTax Online for Windows

Level 2
February 17, 2024

In order for the Tax Tools option to open up on the left side menu, besides going to your return, you have to actually open up a section of your return, such as My Info, Wages & Income, etc. 

 

See this screenshot:

 

 

Click on Tax Tools, then Tools. Tax Summary is one of the choices that will appear.