Step-by-Step Guide- How to Preview and Review Your Tax Return on TurboTax Before Filing

How to View Tax Return on Turbotax Before Filing

Preparing and filing your tax return can be a daunting task, but with the help of TurboTax, it has become easier than ever. If you’re wondering how to view your tax return on TurboTax before actually filing it, you’ve come to the right place. In this article, we will guide you through the steps to ensure that you can review your tax return thoroughly before submitting it to the IRS.

1. Accessing Your TurboTax Account

The first step to view your tax return on TurboTax is to log in to your account. If you haven’t already created an account, you can do so by visiting the TurboTax website and following the on-screen instructions. Once logged in, you will have access to all your tax information and can proceed to view your return.

2. Navigating to the Tax Return

After logging in, you will need to navigate to the section where your tax return is stored. This can usually be found under the “My Account” or “My Tax Returns” tab. Click on the specific tax year for which you want to view the return, and you should see your tax return details displayed on the screen.

3. Reviewing Your Tax Return

Once you have located your tax return, take your time to review each section carefully. Here are some key areas you should pay attention to:

• Income Sources: Make sure all your income sources, such as wages, interest, dividends, and self-employment income, are correctly reported.
• Deductions and Credits: Verify that all applicable deductions and credits are claimed, such as the standard deduction, itemized deductions, and tax credits like the Child Tax Credit or the Earned Income Tax Credit.
• Adjustments and Exemptions: Check if you have correctly reported any adjustments to income or exemptions for dependents.
• Tax Liabilities and Refunds: Ensure that the calculated tax liability or refund amount is accurate based on the information you provided.

4. Making Corrections

While reviewing your tax return, you may come across discrepancies or errors. If needed, you can make corrections directly within TurboTax. Simply locate the specific section where the error occurred and update the information accordingly. Be sure to save your changes before proceeding.

5. Filing Your Tax Return

After you have thoroughly reviewed and made any necessary corrections to your tax return, you can proceed to file it. TurboTax will guide you through the final steps of the filing process, ensuring that your return is accurate and complete.

In conclusion, viewing your tax return on TurboTax before filing is a crucial step to ensure accuracy and peace of mind. By following these simple steps, you can have confidence in the information you submit to the IRS and take advantage of all the deductions and credits you deserve.