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How do I review Scottrade, inc 1099 before efiling?

 
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AmyW
New Member

How do I review Scottrade, inc 1099 before efiling?

If you want to preview your tax return before filing, follow the steps below:

  • Sign into your TurboTax account
  • Click Take me to my return
  • Click My Account and choose Tools
  • You will then see Other Helpful Links and can select the option View Tax Summary
  • Choose Preview my 1040 and you can click Back to leave the preview screen. 
If you would prefer to see all forms, schedules, and worksheets in your tax return, follow the steps below:

  • Click My Account and then choose Print Center
  • Click Print, save, or preview this years return. You will then be prompted to register or pay if you haven’t done so to view your full return. 

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1 Reply
AmyW
New Member

How do I review Scottrade, inc 1099 before efiling?

If you want to preview your tax return before filing, follow the steps below:

  • Sign into your TurboTax account
  • Click Take me to my return
  • Click My Account and choose Tools
  • You will then see Other Helpful Links and can select the option View Tax Summary
  • Choose Preview my 1040 and you can click Back to leave the preview screen. 
If you would prefer to see all forms, schedules, and worksheets in your tax return, follow the steps below:

  • Click My Account and then choose Print Center
  • Click Print, save, or preview this years return. You will then be prompted to register or pay if you haven’t done so to view your full return. 

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