@ roaringbranch wrote:
Thanks for detailed instructions -- as far as I can tell, turbotax does not provide any way to follow that path to the 1040 form, neither step-by-step nor intuitive. I'm using TT online on a Mac. I miss the old TT where I could toggle between the program and the forms, and edit in either place.
The real problem is that TT imported my 1099 pdf with an error in the transfer. I can't figure out how to easily correct the error. I guess I can delete the erroneous report altogether, and then re-enter manually, but it's annoying. Let me know if you have any ideas. If not, I'm nonetheless grateful for your help so far!
You're welcome. But I don't know why you were unable to use the steps above to preview the Form 1040 and Schedules 1-3. I can't get it to fail when I use them. In the first set of steps above (i.e., to get to Preview My 1040), where did you hit a roadblock?
If you are using Online TurboTax in a browser, it shouldn't matter whether you are using a Mac or a PC since it's all done through a browser.
As for your 1099, in Online TurboTax there is no Forms Mode to directly access and edit a form. Forms Mode is only available in the desktop version of TurboTax. So to correct a 1099 that was imported incorrectly from a financial institution, you'd either have to go through that particular 1099 interview again and make any corrections in the boxes there, or delete the 1099 and re-enter it manually.
To see all the forms in your return prior to filing, then, as I mentioned above, you would have to pay the product fees in advance.
