If your refund was less than expected or dropped after adding information into the TurboTax program, you can preview your tax return(s) to make sure they are correct or to detect an input error.
TurboTax LIVE is an online service that offers on-demand access to CPAs, Enrolled Agents (EAs), or tax attorneys. You can get expert advice,, a line-by-line review or even full-service tax preparation. This will ensure accurate filing and confidence that you are getting your maximum refund.
To add TurboTax Live to your return, you can sign into your account, open your return, and select "Live Tax Advice" or "Upgrade" from the menu. You can upgrade to Live Basic, Deluxe, Premier, or Self-Employed versions at any point, allowing you to get expert help or a final review before filing your tax return.
You can also try previewing your return to see if there were any errors. Make sure all income items have been properly reported and any income tax withheld (shown on your W-2's for example in boxes 2 &17) is correct. Your Federal Income Tax withheld from all documents (W-2, 1099, etc) should match line 25d of your Form 1040.
To preview your tax return in TurboTax desktop, you can:
- Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your TurboTax screen.
- Scroll through your forms in the left panel and
- Click on "Form 1040".
To preview your Tax Return in TurboTax Online, you can:
- Go to "Tax Tools" in your left panel,
- Select "Tools" and then
- Select "View Tax Summary" and
- Select "Preview Form 1040"
Click here for Why Is My Tax Refund Lower Than Expected?
Click here for How do I connect with a tax expert in TurboTax Live?
If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
