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- First, make sure you’ve opened your online return.
- Visit "Tax Tools" from the menu.
- Select 'Tools' to preview your tax.
- In the pop up, select "View Tax Summary".
- By selecting "View Tax Summary" you will be able to view your 1040 form.
- To preview your entire return, including all your schedules and worksheets, simply visit "Print Center" from the menu.
- Hit "Print, save, or preview this year's tax return”.
- Click "California Return" to preview the tax return.
How to Preview Tax Return in TurboTax
📌 Why this matters
Previewing your tax return lets you catch errors, verify deductions, and ensure everything looks correct before filing. You can spot missing forms or incorrect calculations that might trigger an audit or delay your refund. Beyond error-checking, previewing gives you a complete picture of your tax situation for financial planning. You'll see exactly how different deductions affected your bottom line, helping you make better decisions for next year's taxes and understand which strategies actually saved you money.
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