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jfjfa
New Member

Where can I see that my federal and state withholdings have been entered accurately?

How can I see my completed forms before I submit them?
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2 Replies

Where can I see that my federal and state withholdings have been entered accurately?


@ jfjfa wrote:
How can I see my completed forms before I submit them?

Well, you can march thru the W-2 interview to see what you entered there.  Or here are a couple of more options to see your actual tax forms.    You can see the Federal Form 1040 for free, but if you choose to pay your TurboTax Federal and state product fees in advance, you will have viewing/printing privileges.

 

 You can have preview privileges of the Federaal Form 1040 for free while working on your return as described below, or you can pay in advance for full viewing/printing privileges at will of all forms in your return.    Here are the 2 options:

 

You can preview your Form 1040 at any time for free.  Here's how:

 

  • Open your return, and in the left menu column, choose TAX TOOLS, then choose TOOLS.
  • In the Tools window, choose View Tax Summary.
  • When the Tax Summary opens, look in the left menu column and choose Preview My 1040.
  • That will show you the Form 1040 and schedules 1-3.

Or if you wish to do so, you can pay in advance to view/print the Form 1040 and all forms in your return at will.  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 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.

 

ThomasM125
Employee Tax Expert

Where can I see that my federal and state withholdings have been entered accurately?

Once you pay for your TurboTax program you can then see all the forms in your return. The federal tax withheld will be on line 25 of Form 1040. There will be a comparable line on your state return.

 

Also, you can look at your tax summary and form 1040 before paying for your return as follows:

 

To view your tax summary:

 

  1. Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
  2. Choose Tools
  3. Choose View Tax Summary, or go on to the next step to see your Form 1040
  4. See the Preview my 1040 option in the left menu bar and click on it to see your Form 1040
  5. Choose the Back option in the left menu bar when you are done 

 

You need to be working in your state tax return to see the state tax summary.

 

 

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