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Level 2
March 3, 2025
Question

Tax Pro - How do I preview my tax return before filing

  • March 3, 2025
  • 3 replies
  • 7 views
No text available

    3 replies

    Level 13
    March 3, 2025

    Here is how you can preview your 1040 in TurboTax Online: 

     

    1. On the left side of your screen while working in TurboTax, navigate to Tax Tools > Tools
    2.  Select View Tax Summary
    3. On the left of the screen, choose Preview my 1040

     

    PVictor59Author
    Level 2
    March 5, 2025

    I am using the Verified Tax Pro and he's doing the return. The screenshot you posted is different from my menu.

    Mike9241
    Level 15
    Level 15
    March 3, 2025

    however, if you what to preview all forms and schedules you must first pay your Turbotax fees. 

    Mike9241
    Level 15
    March 5, 2025

    I believe you mean you have a tax professional who is preparing your tax return. If so, you can make the request of them and they should be able to provide you with a copy of the return and schedules.

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    PVictor59Author
    Level 2
    March 5, 2025

    I finally found a phone number to speak to a human. I have to complete check out, but my return is still incomplete and I do not want to file it. So I'm reaching out to the Tax Pro for assistance. Frustrating that the directions and are unclear AND there it's not easy to find Tech Support.