4) Review your return before sending or mailing it.
Once you reach the Filing section and are ready to file, carefully go through the entire section. Pay close attention to the following:
- The "Let's double-check your return info" screen will show possible tax alerts that should be resolved before filing. Yellow alerts are “Cautions” that may not require correction, but red alerts must be fixed. Check the yellow alerts to see if any corrections are needed. You can ignore them if they can't or don't need to be fixed. Fix the red alerts and contact customer support if you can't figure out how to resolve the issue.
- After the "Let's double-check your return info" screen, you'll come to the "Review your tax return screen. Click View on the Federal and the State tax returns. Read through each page of both returns. Make sure all the income has been reported and all the expenses have been entered. If there is something missing, make sure you fix it by going back to those items.
After you’ve reviewed your return, you’re just about done! Continue and select to e-file or file by mail. You will need your Prior Year Return for an e-file signature. This signature is either your AGI or Self-select PIN. Then make sure you go through to the screen labeled “Let's send in your tax return!” On this screen, you need to click the Send Tax Return (or Mail Tax Return) button. Print copies of your return on the “Congratulations!” screen.