@ eneyase wrote:
How do I see the work that went into calculating amounts?
I was not given the option to View or print (including calculations), only download of return (mailing my return).
There are several calculation methods that TurboTax might use depending on the specific situations in your return. We can tell you how to get a PDF that has all the TurboTax worksheets. The Form 1040 Worksheet shows the method that TurboTax used to figure your tax. On the Form 1040 Worksheet, between Lines 15 and 16, there is a "Tax Smart Worksheet" which shows what TurboTax used to calculate the tax.
For example, if you have any qualified dividends and/or capital gains, it's figured on the Qualified Dividends and Capital Gain Tax Worksheet, which also should be present in the full PDF of your return along with the other worksheets. Here's how to get the large PDF with the worksheets:
- Log in, and at the Tax Home if your return interview is closed because TurboTax thinks you were finished, here's how to open it back up. On the Tax Home page or in the section "Your Tax Returns & Documents" for 2021, look for a link "Add a State."
- Click on "Add a State." (you don't really add one. That's just to open your return back up.)
- After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
- Then choose "Print, save, view this year's return."
- The next screen should offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
- The latter has the most pages.
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.
