I will tell you the 2 options in the Online version:
Here's how to get a limited preview of the Federal Form 1040 and Schedules 1-3 for free. It won't show the other schedules and forms or the state return:
- Log in and open your return interview.
- Then go to the left menu column and choose TAX TOOLS, then TOOLS.
- In the Tools window choose VIEW TAX SUMMARY.
- In the Tax Summary screen go to left menu column and under Federal tab choose PREVIEW MY 1040.
If you want full viewing/printing privileges you have to pay for your product in advance. Here's how:
- Open your return, and in the left menu column, choose Tax Tools, then Print Center.
- Then choose "Print/save/preview this year's return."
- On the next screen choose to "Pay now".
- Note: It may try to upsell you on add-ons like MAX, which you can choose or decline.
- The next screen should be an Order Summary. Review that, and if all is OK, click Continue.
- It should then prompt you for payment by credit or debit card. The screen only says "credit card", but it will take a debit card. If it should offer you the option to "pay later" out of the Federal refund, that can't be used for this purpose. You will need to pay now by credit/debit card in order to view/download/print prior to filing.
- Then you should have an option of which PDF to download/print/view. "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
