Where are the carryover schedules and worksheets? How do I download them?

Forum|Forum|5 years ago
March 17, 2021
2 replies
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TurboTax Premier Online

BillM223

Level 15

You can see these schedules and worksheets at any time in the CD/download software, by going into Forms mode and looking on the index of forms on the left side.

You cannot see these schedules and worksheets in the Online product until you pay for it. At that point, you can see them when you create the PDF copy of the return and choose "all forms".

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mesquitebean

Level 15

@ jcdunham asked: "Where are the carryover schedules and worksheets? How do I download them?"

Underneath your question it says you are using Online Premier. If that's correct, have you already filed a 2020 return, or are you wanting to obtain those pages for review prior to filing? If you have already filed, did you download/print a PDF at the Tax Home for your records, but it's only a basic return without the worksheets? If that's the case, we can tell you an alternate way to get a larger PDF with the worksheets and extra pages, once we're sure we understand your situation. If you've filed, we can tell you a way to open the return back up to get to the Print Center. Are you using Online TurboTax, have you already efiled your 2020 return, and if so, has it been accepted?

If your 2020 return is still in preparation, we can tell you how to pay in advance to obtain full viewing/printing privileges including all forms and worksheets.

jcdunhamAuthor

Level 2

I have paid for Online Premium and e-filed my return. I now only have two options to select on the opening turbotax screen…. Tax Home and Documents. Under Documents, I select tax PDF file and only get the filing version, no worksheets. I do not see where to go to the option “all forms”.

mesquitebean

Level 15

@ jcdunham wrote:
I have paid for Online Premium and e-filed my return. I now only have two options to select on the opening turbotax screen…. Tax Home and Documents. Under Documents, I select tax PDF file and only get the filing version, no worksheets. I do not see where to go to the option “all forms”.

You didn't say if your efiled return was accepted. If it's been accepted, then when you obtain your PDF by the method outlined below, it should also have the page Electronic Postmark for your records.

I'll tell you how to get the PDF with the worksheets and extra pages. You won't see an option that's titled "all forms" per se. It's titled differently, and it won't be present at the Tax Home. You'll have to open your return back up and get a larger PDF at the Print Center. I'll tell you below how to get to it and what it will be titled.

NOTE: When you open your return back up, do not make any changes in it since it's already been filed. If you later have to amend the return, it has to start off exactly as it was when it was originally filed.

Log in and at the Tax Home, look for a link "Add a State." (You don't really add one. That's just to open your return back up.)
If you don't see "Add a State" there, then scroll down to the section "Your Tax Returns & Documents" and for 2020 click on "Add a State."
After the return is open, you will have a full left column menu. Click in the left menu column on TAX TOOLS, then PRINT CENTER.
Then choose "Print, save, view this year's return."
The next screen should offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
The latter has the most pages and is likely what you want.

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.