View all worksheets / forms only available AFTER efile?

sgil99
sgil99 Member Posts: 5 Newcomer
in General

Hello, Happy to switch from turbotax, but I was trying to figure out why I cannot view all worksheets/forms until AFTER efile? Is there an option I am missing to download preview all forms BEFORE efile which is logical to check all the work / calculations?

Comments

  • sgil99
    sgil99 Member Posts: 5 Newcomer

    A taxable dividend form was available to view in the summary section, but not all forms such as SSA taxable, Penalty calcuation, etc. other examples

  • RyanV
    RyanV FreeTaxUSA Admin Posts: 65 image
    edited April 13

    Hi @sgil99

    You can preview your return by going to the top right of your screen when logged in and selecting "Account", then "Preview Return".

    image.png
  • sgil99
    sgil99 Member Posts: 5 Newcomer
    https://community.freetaxusa.com/discussion/comment/7997#Comment_7997

    This will include 100% of forms and worksheets? I looked at all the previews possible but a few worksheets / forms were missing until AFTER i E-filed, then i could download all?

  • sgil99
    sgil99 Member Posts: 5 Newcomer
    https://community.freetaxusa.com/discussion/comment/7997#Comment_7997

    Preview return button does not show in my 'account' dropdown?

  • sgil99
    sgil99 Member Posts: 5 Newcomer

    The issue is 'federal worksheets' is only viewable after e-filing, this is probably a flaw in the design they can help fix! I should be able to preview 100% of everything before filing after paying for state?

  • toyotadriver
    toyotadriver Member Posts: 36 Level 5
    edited April 13

    Under final steps in the top navigation menu, under step 2 you'll see 'review tax return' and you should be able to see everything there @sgil99

    image.png

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