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How can I toggle between the IRS forms and the TurboTax fill in forms?

Can someone tell me how to switch between the IRS forms and the TurboTax forms?
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1 Reply
DianeW777
Expert Alumni

How can I toggle between the IRS forms and the TurboTax fill in forms?

It depends. We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

  • Step by Step is always the easiest and best
  • What are you trying to do?
  • What tax forms do you need assistance with?

If you are using TurboTax Desktop you can simply click Forms in the header line to see all forms and worksheets in your return.

If you are using TurboTax Online there is no ability to switch between forms and Step by Step.

 

Preview My 1040: From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

  1. Select Tax Tools
  2. On the drop-down select Tools
  3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
  4. On the left sidebar, select Preview my 1040 

For TurboTax Desktop, change to 'Forms' and review the forms 

                       

 

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