To be able to see the Filing Instructions sheet (that has all the Tax Return summary etc.), you will need to be able to go into the Print Center in Turbo Tax (I use the online version, so I don't know if it's different for other versions). I can't attach a screenshot here but it looks like this:
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Let us know what you'd like to print or download.
Select which forms you'd like to print or download (applies to any return selected above).
Include government worksheets (optional)
Include government and TurboTax worksheets (optional)
View or print forms
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Select the box next to the "2024 Federal Return" and then select one of the 3 options (just the return(s), or with worksheets). Then click on "View or print forms". A new window pops up. It takes a few seconds to prepare the documents but what is displayed shows the first page as the Filing Instructions sheet. I tried all 3 options (with or without worksheets) and the Filing Instructions sheet appeared in all 3.
The TurboTax Print Center is under "Tax Tools" in the left frame under Tax Home, Documents etc. when you log in to your TurboTax account. It should be visible while you are working on your taxes (not filed yet).
I found that the Tax Tools show up only if the 2024 Taxes can be seen. Once I had filed my taxes, I could not see any of that information. From the main window, if you can enter your taxes somehow, the Tax Tools etc will appear in the left form (I had to use "Enter State Taxes" or something to have my 2024 Tax information and the Tax Tools appear).
I did not have to do this but if the TurboTax cookies etc on your computer are preventing the new information from loading, you may want to clear the cache, delete the cookies etc. before you log in to the TurboTax account afresh.
Good Luck.
