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New Member
posted Mar 27, 2020 1:40:07 PM

When I went to file my returns it went from showing a refund to owing on my federal?

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2 Replies
Level 1
Mar 27, 2020 1:45:27 PM

Before filing, re-check your return to be certain TurboTax did not identify any errors you have not resolved.  If you updated your software between the time you provided the input data and the time you went to file, a change may have occurred.  For example, you may have entered a estimated or withheld tax payments twice.  Recheck all of the data to be on the safe side.  

Expert Alumni
Mar 27, 2020 1:57:48 PM

I strongly recommend that you review your actual tax forms when checking for errors. This will give you a more holistic picture of your situation. Here's how:

  • In the left-hand menu bar, click on Tax Tools, then click Tools.
  • Under Other helpful links, click View Tax Summary.
  • Your Tax Summary will be displayed. In the left-hand menu bar, you will see a new option: Preview My 1040. Click it, and this will allow you to see the forms. It is important to check your 1040 before you check your state return, as much of your entries on the 1040 will impact the state return.
  • If you want to view your state entries, Click on Tax Home in the left-hand menu bar. In the center of your screen, scroll down until you see State Taxes. Click on it to review your state entries.

 

 

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