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Where can I find the tax rate year-to-year comparison and the comparison to others in my similar situation that I was able to get on the old TurboTax platform?

 
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TomK
Expert Alumni

Where can I find the tax rate year-to-year comparison and the comparison to others in my similar situation that I was able to get on the old TurboTax platform?

You can use these steps to view your Federal & State tax return(s) with all its forms, worksheets, etc.  This will also print your filing instructions which will tell you what documents to mail in.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2. Scroll down to Your tax returns & documents, Click on "Show"

3. Click on "Add a state" (You are not really adding a state; This just allows you to open your return.)

4. Click on "Tax Tools" and then "Print Center" (left side of the screen).

5. Check boxes next to "2017 federal and state returns".

6. Click on "Print all forms and worksheets".

7.  Scroll the pdf. You'll see the 5-year history first. Keep scrolling to find the 2-year comparison before the Tax Summary page

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2 Replies
TomK
Expert Alumni

Where can I find the tax rate year-to-year comparison and the comparison to others in my similar situation that I was able to get on the old TurboTax platform?

You can use these steps to view your Federal & State tax return(s) with all its forms, worksheets, etc.  This will also print your filing instructions which will tell you what documents to mail in.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2. Scroll down to Your tax returns & documents, Click on "Show"

3. Click on "Add a state" (You are not really adding a state; This just allows you to open your return.)

4. Click on "Tax Tools" and then "Print Center" (left side of the screen).

5. Check boxes next to "2017 federal and state returns".

6. Click on "Print all forms and worksheets".

7.  Scroll the pdf. You'll see the 5-year history first. Keep scrolling to find the 2-year comparison before the Tax Summary page

Where can I find the tax rate year-to-year comparison and the comparison to others in my similar situation that I was able to get on the old TurboTax platform?

In the 5-year Tax History Report, can you tell me what the "Total Credits" line is for? I have amounts there the last 4 years but nothing this year. I just want to know exactly what that correlates to in case I have forgotten to do something.

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