The capital gains tax did not increase for the 2023 tax year. I recommend you compare your totals on your Forms1099 (INT, DIV, B) to the amounts that were imported. You can view the amounts on page 1 of your Form 1040 in TurboTax Online as follows:
Sign in to your TurboTax account.
- Open or continue your return.
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first).
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.
If you have individual stock/bond trades, you could have some with no or an incorrect cost basis that needs to be adjusted. You might need to delete the forms you imported and try again, or enter them manually.
If you want to review your entire return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing. You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:
- While logged in and working on your return, click on Tax Tools
- From the drop down menu click on Print Center
- Click on Print, save or preview this year's return
- On the next screen click on "Pay Now"
- You may be prompted to "Go to My Info" if you need to add additional information
- Submit your payment information and you will be able to print your tax returns
Note, you must pay by credit card in order print or preview your preliminary return. You will not be able to pay using your federal tax return.
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