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Level 1

what forms are efiled

I am using turbotax -home and business to efile my federal return

Prior to efiling software asks "do you want to see a preview copy before you efile?"

and a print button with the message "This preview copy includes all tax forms you will be filing with the government"

When you click on it it has pre-selected "Tax return, key calculation worksheets" which I assume is what is being efiled


Why are calculation sheets being efiled?


If I would have opted to print and mail then the calc sheets are not part of the package.

Pl. explain the discrepancy.


2 Replies
Level 2

what forms are efiled

I was wondering the same thing, basically. I'm wondering if it's actually efiling the extra key calculation sheets, or if the default when printing for our records goes to that but only the basics are actually sent (so the message saying it's what gets efiled is incorrect)...


Did you get your answer? I haven't efiled before, so am wondering, as I'd like to know before I do it what exactly is being submitted.


@VictoriaD75 or any other TT expert?

Employee Tax Expert

what forms are efiled

Worksheets are not part of the efile package. The main forms and schedules are what is sent to the IRS. Depending on what is on your return, you may have supplemental worksheets. These are for informational purposes only. The IRS does not want all of that documentation. However, you have access to print or view the return in its entirety including all worksheets. These are considered information only forms and are not part of your return.


Generally, if there is a form or schedule number or letter, it is part of the transmission. If the document is titled "worksheet," it is not included.



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