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May 5, 2020
Question

How can I view my return to see if my capital loss carryover has been applied to this years return?

  • May 5, 2020
  • 1 reply
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1 reply

May 5, 2020

Go into the black panel on the left and select Tax Tools. 

  1. Then select Tools beneath Tax Tools. 
  2. A "Tools Center" box will pop up, select "View Tax Summary" 
  3. You will see a screen that gives a snapshot of your taxes based upon your input so far. 
  4. Click on the black panel on the left bar and select "Preview my 1040". 
  5. Scroll down the preview until you see Line 6, Capital gain (or loss).
  6. This should reflect the overall total used on your tax return for your capital gains or losses.

 After you review the above items, simply select "Back" in the black panel to get back to the interview forms. 

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Critter
Employee
May 5, 2020


BEFORE you file the option to REVIEW/SAVE/PRINT the PDF is presented ... to review the entire return prior to  that point ...

 

To view your entire return using the online editions (including the state) before you file, you will need to pay for your online account.

 

To pay the TurboTax online account fees by credit card, without completing the 2019 return at this time, click on Tax Tools >>> Tools  and then Print Center.  Then click on Print, save or preview this year's return.  On the next page, to pay by credit card, click Continue.  On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button.  The next screen will ask for all your credit card information so you can pay for the account.