I'll tell you how to open the return back up to see how TurboTax calculated your tax. You can also download the worksheets while you are in there.
NOTE: Some users are getting a message that they can't get back into their return because TurboTax is telling them it is "too early to amend." This process is NOT amending, so report back if you get that message. Whatever you do, do NOT click on any link that says "Amend (change) a return."
And since you will have your return open, here's how to get larger PDFs with the worksheets, if desired:
NOTE: Do NOT use this method to open a return to make changes/edits to an
already-filed return (one that has actually been mailed or efiled.) If you later need to make changes to an already-filed return, you have to
go through the formal amending process, and your return must start off
exactly as originally filed.
Have you already filed, or are you still able to get back to the return interview?
I already filed. It seemed odd no sub-detail ever appeared or was included within final docs. Please advise
the answer below lets you see overall return detail, but still does not show source of number in box 11a
@cjhowar71
Yes, it does. That's why the answer was provided, and why the threadowner was pleased. When you open the return back up and use the steps I provided to get to "Preview My 1040" to view the Form 1040 Worksheet, between lines 10 and 11 is a Tax Smart Worksheet. There are 13 components to that Tax Smart Worksheet that shows where the Line 11a came from. And on that worksheet Line 11 itself can have a couple of additional possibilities. I can post a screen image if needed.
You have to go to page 79 of the IRS “tax computation worksheet” for the method & details behind the number. It is NOT anywhere in TurboTax
@cjhowar71
That's correct. The actual "Tax Computation Worksheet" is not displayed in TurboTax. In your original comment, you asked for "source of the number in box 11a." My answer below tells how to find the source of the number in Line 11a. Maybe you're looking for something in more depth than what the original threadowner wanted.
I can post a screen image that will show you how to view the source of the number on Line 11a. The "Tax Computation Worksheet" you mentioned is only one of many ways TurboTax can calculate the Line 11a tax, depending on the situations in the return. Not everyone uses the Tax Computation Worksheet--only certain filers.
Perhaps you actually want more than the source? Maybe you want to see the actual math? If it turns out your return used the Tax Computation Worksheet, you won't be able to see the underlying math in TurboTax since that worksheet does not display.
The Tax Smart Worksheet I described in my answer will tell you "which" method TurboTax used. Watch for my screen image, which I'll post below, since I can't post it in a comment.
When you go to the section I show in the screen image, in the Tax Smart Worksheet what is displayed for the source of your Line 11a amount?
I'll tell you how to open the return back up to see how TurboTax calculated your tax. You can also download the worksheets while you are in there.
NOTE: Some users are getting a message that they can't get back into their return because TurboTax is telling them it is "too early to amend." This process is NOT amending, so report back if you get that message. Whatever you do, do NOT click on any link that says "Amend (change) a return."
And since you will have your return open, here's how to get larger PDFs with the worksheets, if desired:
NOTE: Do NOT use this method to open a return to make changes/edits to an
already-filed return (one that has actually been mailed or efiled.) If you later need to make changes to an already-filed return, you have to
go through the formal amending process, and your return must start off
exactly as originally filed.
@craigrrose
Just curious if you were able to get back into your return OK, in light of some users encountering that roadblock I mentioned.
Since you recommended the answer, I assume (at least hoping) that you got back in OK.
Hello, "epo39b". Yes, you truly are a super-user, and your incredibly detailed directions worked perfectly. I was able to get back in and secure all the detailed specific worksheets that helped explain all calculations thoroughly. I really appreciate all your help, and you are a true asset to Turbo Tax and their support help initiatives. Many, Many thanks!
Great news! You're lucky you were not one of the affected ones. You're welcome! Good luck.
cjhowar71:
The
Tax Smart Worksheet I described in my other answer will tell you "which"
method TurboTax used. See screen image below.
When you go to the
section I show in the screen image, in the Tax Smart Worksheet what is
displayed for the source of your Line 11a amount?