@ cdl222 wrote:
Thank you so much for your response. With my desperation at 2 am this morning, I wrote "I bought Turbotax via a Mac Download, so it's now on-line Turbotax." I really meant to write "so it's NOT on-line Turbotax".
Anyway, I looked up in Forms again and still don't see Electronic Filing Instructions. Nor do I see a "2020 Federal Tax Return Summary. Did something go wrong? Or How can I verify my payment instruction went through now? Thanks so much.
The Filing Instructions, Federal Information Worksheet, and Federal Tax Return Summary are created when a return is started, so they should always be there in the forms list during return preparation. Of course they aren't complete at the start, but they are present in Forms Mode from the start. So I'm not sure why you are not finding them.
But I don't use a Mac, so I'll ask someone who does to help you find those 3 forms so you can see what it's showing about your electronic debit payment for taxes owed. In the Windows version, in Forms Mode there is a list of forms that are in the return in the left column of the screen--it may not appear in the same way in the Mac version. Here's how to find those 3 forms at least in the Windows version:
Once in Forms Mode, the Electronic Filing Instructions are way down near the bottom of the Federal forms list. In the Windows product it appears abbreviated in the list as "Filing Inst". Below the Filing Instructions is "Return Summary." The Federal Information Worksheet is near the top of the list and is labeled "Info Wks".
You can also try this:
Save your return as a PDF. It should either already include the Electronic Filing Instructions in it by default, or at the time of saving it may allow you to select which forms to include. One of the choices may be an option to include all the forms and worksheets, which would also have the other two forms (at least it does when making a PDF with all pages in the Windows version.)
@ macuser_22
Are you please able to help this user view/print a copy of the Electronic Filing Instructions, the Federal Tax Return Summary, and the Federal Information Worksheet. So far he says he can't find them. He wants to verify the banking info he provided for an electronic debit payment of his taxes owed.
I gave the Windows instructions for finding them in Forms Mode, but maybe it's not the same with a Mac. Or maybe he will find those 3 forms when he makes a PDF of all the forms and worksheets. Thanks!
