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How do I access my schedule A and D?

Hello,

 

How do I access my schedule A and D in TT premium? I know how to go to tools and access the 1040 summary and my state, but it does not allow me to see my schedule A and D. I input many transactions for my investment sections such as 1099's (int, DA's etc.) so I would like to see the 8949 forms that are automatically created and the capital loss before submitting. Thank You.

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3 Replies
DavidD66
Employee Tax Expert

How do I access my schedule A and D?

If you want to review your return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing.  You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:

 

  • While logged in and working on your return, click on Tax Tools
  • From the drop down menu click on Print Center 
  • Click on Print, save or preview this year's return
  • On the next screen click on "Pay Now
  • You may be prompted to "Go to My Info" if you need to add additional information
  • Submit your payment information and you will be able to print your tax returns

 

Note, you must pay by credit card in order print or preview your preliminary return.  You will not be able to pay using your federal tax return.

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How do I access my schedule A and D?

Thank you for replying. I am in the process of finalizing my returns and reviewing all the information-a final review. I always pay at the end and not prior to filing.  I remember last year while on the phone with a tax expert I was able to review the return including schedules without printing or paying additional prior to actually paying and filing.

 

I understand that after  I pay and submit the returns I will be able to download and print my return, but I would like a preview before filing--- I don't need to print them.

DavidD66
Employee Tax Expert

How do I access my schedule A and D?

Unless you are using the Desktop program you cannot view or print your return (other than the Form 1040) prior to paying.  See the following TurboTax article:  Can I print a copy of my return in TurboTax Online before I file it?  This has always been the policy.

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