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Level 3
posted Jan 29, 2025 2:53:33 PM

Reviewing Turbotax before submission

On Turbotax, I prefer to review a hard copy of the tax return before submitting it.  Please confirm that I can use the following sequence:  prepare the return, pay for the return, print the return, review the return, edit the return (if needed), print the revision, submit the return.

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1 Best answer
Level 15
Jan 29, 2025 2:55:07 PM

Yes that’s how it works.  A d you should review it before filing.  

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

5 Replies
Level 15
Jan 29, 2025 2:55:07 PM

Yes that’s how it works.  A d you should review it before filing.  

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

Level 15
Jan 29, 2025 2:55:38 PM

Your sequence is absolutely what has to be done.

Expert Alumni
Jan 29, 2025 3:01:58 PM

Thank you for joining us in the Ask the Experts event today!

 

If you have any further questions, please post them and we'll gladly assist you.

Level 3
Feb 16, 2025 7:28:13 PM

I did not reread your reply by the time I got to printing.  Unfortunately, I did not follow your link but only remembered the pay/print/revise sequence.  So, I incorrectly, paid and printed the return but could not go back and edit it.  I vaguely recall clicking a button "I am done".  I am guessing that when that button is pressed, the return cannot be modified.  I suggest that TurboTax add a comment at that button like "To print your return and possibly revise it, go to Tools/Printing before pressing "I am done"".  That approach seems like an easy add and would make filing (and possibly correcting) the return much easier.

Level 15
Feb 16, 2025 7:56:25 PM

WHen you print the return, then turbotax assumes you are finished, (unless they have made some improvements in this area.

 

to resume working on your tax return , use the bizarre command trick "Add a state".

there is no "I'm not done!" button.

 

@trberkovich