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Level 1
posted Apr 16, 2018 5:05:40 PM

Your 2017 Income Summary Sheet

I just transmitted to IRS but now I can't find the Tax Summary Sheet that I could have printed before transmitting.  I can download my 2017 tax document but it doesn't include the summary sheet...any help?

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1 Best answer
Employee Tax Expert
Apr 16, 2018 6:17:41 PM

By summary sheet, do you mean the 1st page filing instructions? To see all the forms/schedules/worksheets in your return:

 

  • Log into your account, scroll down a bit and select, 'add a state'. You aren't really adding a state, just opening up the return.
  • Select Tax Tools, Print Center on the left.
  • Select print, save or preview this year's return.
  • Select the 2017 federal return, then select 'Include government and TurboTax worksheets'
  • Preview/Print the return

6 Replies
Employee Tax Expert
Apr 16, 2018 6:17:41 PM

By summary sheet, do you mean the 1st page filing instructions? To see all the forms/schedules/worksheets in your return:

 

  • Log into your account, scroll down a bit and select, 'add a state'. You aren't really adding a state, just opening up the return.
  • Select Tax Tools, Print Center on the left.
  • Select print, save or preview this year's return.
  • Select the 2017 federal return, then select 'Include government and TurboTax worksheets'
  • Preview/Print the return

Level 1
Apr 16, 2018 7:33:50 PM

Thanks for directing me to the correct location.  I found it!  However, that is a very odd way to store these documents; suggest making it more intuitive.  Thanks

Level 1
Apr 16, 2018 7:34:48 PM

Thanks for directing me to the correct location.  I found it!  However, that is a very odd way to store these documents; suggest making it more intuitive.  Thanks

Level 1
Aug 3, 2018 1:11:45 AM

All way good to have

New Member
Feb 1, 2019 6:23:53 PM

How did you even get to the point to download? I am struggling and I need my 2017 tax returns..

Employee Tax Expert
Feb 3, 2019 5:43:45 AM

@mdocteur123 See the instruction link below for retrieving your 2017 return.

 

How do I access my prior year return?