Can I see the calculations of my AGI after I have entered all the numbers?

[boris010]

I am just starting to prepare the incomes and withholdings for the tax periods used in "annualized income" method, and my calculations of the total year AGI does not match the figure you provide for the entire year's income.  I need to know how to match your number to make my "periodic" numbers make sense to you, me, and the IRS.  I certainly don't dispute your numbers.  Can you help me understand how you got them?    I just want to see the forms and worksheets already completed.    Thank you.

[Mike9241]

look at line 11 of your 1040. that's your AGI for the year.   under some circumstances, it is possible for your AGI for a period to exceed the AGI for the whole year. you are not allowed to prorate the annual AGI to get the AGI for the 3,5, and 8 months.   the IRS requires you actually calculate what it is.  it will not be pro-rata if your income was received unevenly throughout the year.  for example, some taxpayers have large capital gains throughout the year.  then they take losses in the 4th period to reduce their tax burden. dividends are usually unequal and then there is the issue of the qualified dividend amount for each period.  schedule C income would also likely be uneven. 

[mesquitebean · Accepted solution]

What product are you using--Online TurboTax or the desktop software (CD/download?)

If you are using desktop product, then your product includes Forms View for reviewing all forms, schedules, and worksheets.

If you are using Online TurboTax, we can tell you how to preview your Form 1040 without paying in advance, but it will only be the Form 1040 and Schedules 1-3.

To have view/print privileges for all forms, schedules, and worksheets, we can tell you how to pay for your Online product in advance.   Once paid, you can view/print at will as you prepare your return.

[boris010]

Thank you for replying to my question.  I am using the online version, and I can appreciate your not wanting to give me access to forms and worksheets before I pay.  My usage of TurboTax is driven by my opportunity to receive free usage and filing for both federal and state returns from T Rowe Price.  I qualify for this by having enough money under their management.  I have been doing this for many years.  Please let me know how I can get access to this info when a financial institution is paying the bill.

[mesquitebean · Accepted solution]

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@ boris010 wrote:

Thank you for replying to my question.  I am using the online version, and I can appreciate your not wanting to give me access to forms and worksheets before I pay.  My usage of TurboTax is driven by my opportunity to receive free usage and filing for both federal and state returns from T Rowe Price.  I qualify for this by having enough money under their management.  I have been doing this for many years.  Please let me know how I can get access to this info when a financial institution is paying the bill.

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This is mainly a user community forum, not a direct route to TurboTax Support.  I'm a fellow user, but we can tell you how to reach them, if necessary.     Are you signing in through a special discount portal at the T Rowe Price site?   That's normally how TurboTax knows you qualify for a product discount (apparently 100% discount in your case.)    I can't look at the offer at the TRP website since I don't have an account there, so it tries to make me log in. 

If so, it becomes more difficult, because it's not really been "paid" until you go through the payment section, although in your case it "should" apply the discount if using the special portal.  So I have to think out loud about what I would do in that situation.

First see what it is charging for you, if anything.

With your return open (using the TRP portal into TurboTax), go to the left menu column, click on TAX TOOLS, then TOOLS.

In the Tools window choose MY FEES.

What is shown there?  Does it reflect a full TRP discount?

After doing that, here's something else you could try.

You could try the usual "Pay in advance to print" method and see if it's going to charge you.  i.e., you could try printing and see if it's going to charge you.  It should show you an Order Summary before paying.  If the order summary is not correct (doesn't reflect your TRP discount), you can abort.  Do not enter a credit/debit card to pay.  Also, do NOT choose the option to "Pay later" out of the Federal refund.  If it looks like it's going to charge you, I've left info below on how to reach TurboTax Support.

Here's how it's normally done:

• With your return open, go to the left menu column and click on TAX TOOLS, then PRINT CENTER.

• Then choose "Print/save/preview this year's return."
• On the next screen choose to "Pay now".
• The next screen should be an Order Summary.  Review that, and if all is OK (i.e., if it shows that you are not being charged due to your TRP offer,) then click Continue.
• If it asks you to enter a credit/debit card, don't.  You can abort.
• EDIT:  3/09/21 2:50 PM Pacific
  Also, do NOT choose the "pay later" option to pay any fees out of your Federal refund.

As I mentioned previously, you can preview the Form 1040 and Schedules 1-3 at any time for free.  Here's how:

• With your return open, go the left menu column and click on TAX TOOLS, then TOOLS.
• In the Tools window, choose View Tax Summary.
• At the Tax Summary screen go to the left menu column and click on View 1040.
• That opens up the 1040 Worksheet displaying your Form 1040 and Schedules 1-3, and also has some small in-line worksheets.

In the interest of time, I'll tell you how to phone TurboTax Support, should you need more assistance with your issue to see how you could "pay in advance" when there is supposed to be no charge.

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

You can use this contact form to get a phone number:
https://support.turbotax.intuit.com/contact

[mesquitebean]

@ boris010 

Aarrggh!  I corrected a typo I just made in that last comment above.  I said you could preview the Form 1040 and Schedules 1-3 anytime for "fee."  That was a typo, when I meant to type "for free."  I have corrected it above, but you may have been emailed that long answer with that typo.

If you have any further problem with this, you'll likely need to phone Customer Support for assistance using the contact method I left above.   It's unusual to have a situation where one is trying to "pay in advance" for a product for which there is not supposed to be any charge in the first place.

[mesquitebean · Accepted solution]

@boris010 

Also one more thing.  I also added a caution in my previous long answer above, in case you do try to print your return at the Print Center.  If it tries to charge you, then in addition to not paying by credit/debit card, also do NOT choose the option to "Pay later" out of the Federal refund.    i.e., do not use either method to pay any fees.

If there's any uncertainty about whether it's going to charge you, it's best to just abort and contact TurboTax Support.

[boris010]

Sorry if I didn't use the proper channels for this query - I have found that sometimes a user forum is more receptive and understanding to a detailed problem.     I used your initial suggestion to go to TAX TOOLS, TOOLS, MY FEES and found that my assessment was shown as $0.  I proceeded to REGISTER and then to print.  I found PRINT w/TAX WORKSHEETS and TURBO TAX WORKSHEETS and then was able to download.  I haven't completed my annualized income forms yet, but I believe that I have everything I could possibly need!  Your guidance has enabled me to proceed forward toward filing.  Thank you SO much - exactly what I needed.

[mesquitebean]

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@ boris010 wrote:

Sorry if I didn't use the proper channels for this query - I have found that sometimes a user forum is more receptive and understanding to a detailed problem.     I used your initial suggestion to go to TAX TOOLS, TOOLS, MY FEES and found that my assessment was shown as $0.  I proceeded to REGISTER and then to print.  I found PRINT w/TAX WORKSHEETS and TURBO TAX WORKSHEETS and then was able to download.  I haven't completed my annualized income forms yet, but I believe that I have everything I could possibly need!  Your guidance has enabled me to proceed forward toward filing.  Thank you SO much - exactly what I needed.

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Great news!    I'm glad the steps worked for you!  You're welcome. 

I'm glad your full product discount was indeed showing up in MY FEES, which then allowed you to have print privileges at the Print Center.

You wrote:  "Sorry if I didn't use the proper channels for this query - I have found that sometimes a user forum is more receptive and understanding to a detailed problem."

You DID use the right channel for your question.   This forum is the proper initial channel most of the time, because many of the forum helpers here are experienced users who have seen almost everything over the years, maybe not individually but as a group.   Of course, nothing account-specific can be handled in public here.   And sometimes it's not so easy to reach Customer Support by phone.   I only provided the Support contact info in case you encountered a problem when trying to print, such as if it was not properly applying your TRP discount and had tried to charge you.