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Level 2
posted Feb 7, 2024 2:10:07 PM

Where do I see details on my tax calculations?

There was a section explaining my taxes at the granular level i.e., You pay $XYZ as penalty for overpaying your HSA account. I cannot find it anymore. Can you please point me to it? Thanks!

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1 Replies
Expert Alumni
Feb 7, 2024 2:22:29 PM

You can view your tax summary.   If you are using the desktop software, click on Forms in the upper left corner, you can find both Tax History and Tax Summary pages.   If you want to verify how your tax was calculated, whether a worksheet or the tax table was used, you can view 1040/1040SR Wks.   Scroll down to just below Line 15, you'll see the Tax Smart Worksheet, which will tell you what was used.   

 

To view your summary in TurboTax Online, see this help link.    There is no Forms Mode in the Online version, but you can use the Print Center to print or view any page of your return.