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jerrydal9
Returning Member

Income, Total Income summary. Where is it?

After filling in my tax information, a summary was displayed titled "Income" followed by "Wages and Salaries", "Interest"..."Social Security - nontaxable" and the amounts for each was listed. There were 7 categories for me. "Total Income" was at the bottom and the amount.

Now I can't find this display. I would like to screen-capture it and save for my records.

Any ideas how I can display this information again?

Thanks.

Jerry

 

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6 Replies
ReginaM
Expert Alumni

Income, Total Income summary. Where is it?

Yes, you can find your Tax Summary by following these steps in TurboTax:

 

1. While in your Tax Home,
2. Select Tax Tools from the left side of your screen,
3. Select Tools,
4. Select View Tax Summary,

5. Select Preview my 1040 from the left side of your screen.

 

 

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Sisyphus2
New Member

Income, Total Income summary. Where is it?

My question was how to find "Your 2019 Income Summary" and was asked several ways.

Your answer:

1. While in your Tax Home,
2. Select Tax Tools from the left side of your screen,
3. Select Tools,
4. Select View Tax Summary,

5. Select Preview my 1040 from the left side of your screen.

My finding:

!. The labels “Tax Home” and “Tax Tools” do not exist in Turbo Tax Premier 2019.

2. Under the label “Tools” is a label “Tax Summary.”

3. Clicking on “Tax Summary” displays a summary of Income and Taxes, and the label “Preview my 1040” does not exist on the screen.

4. The answer does not address the question, but it might have several years ago.

JohnB5677
Expert Alumni

Income, Total Income summary. Where is it?

If you are looking for a summary of the individual income types that may be listed on your return, I am not aware of one.  However, your 1040 will give you a pretty good breakdown.

  • Line 1 Wages & Salary
  • 2b Taxable Interest
  • 3a Qualified Dividends
  • 3b Ordinary Dividend
  • 4a IRA Distribution
  • 4b Taxable IRA Distribution
  • 4c Pension Distributions
  • 4d Taxable Pension Distributions
  • 6 Capital Gains
  • 7a Other Income (Include Business, Rentals, Alimony and others) Schedule 1
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Sisyphus2
New Member

Income, Total Income summary. Where is it?

Jerry’s listing of income subheadings suggests that he was looking for the

Your 2019 Income Summary”

         Import Summary                                                 x item(s)       “View

        Wages and Salaries                                               $xx.xx        “Update”

        Unemployment                                                      $xx.xx        “Update”

        Interest and Dividends                                                            “Visit All”

            Forms 1099-INT, 1099-DIV, 1099_OID

          Interest on 1099-INT  Learn More                    $xx.xx        "Update"

          Dividends on 1099-DIV  Learn More               $xx.xx        "Update"

          Etc.

One useful 2019 answer to find “Your 2019 Income Summary” would be:

  1. Save your data to prevent it being lost.
  2. Exit TurboTax so that you’ll know where you are starting from.
  3. Load TurboTax and “Continue” on your saved tax return.
  4. Click on “PERSONAL INFO”
  5. Click on “Back” until the label below “PERSONAL INCOME” is “Wages and Income”
  6. Click on “Walk me through everything”
  7. Eureka!!! “Your 2019 Income Summary”

The given answer begins, “Yes, you can find your Tax Summary…”  That wasn’t the question.

fredscpa1
New Member

Income, Total Income summary. Where is it?

I am trying to get to the summary of all entries that i have made, instead of going back thru all of the steps, looking for one step to get me there.

Cynthiad66
Expert Alumni

Income, Total Income summary. Where is it?

You can view your summary or view a copy of the tax return for both Federal and state.  Use the steps below.

 

You can view your entire return or just your 1040 form before you e-file:

  1. Sign in to your TurboTax account
  2. Open or continue your return
  3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
  4. With the Tax Tools menu open, you can then:
    • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
    • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
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