Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Quick Turbo Tax Question......
Old 03-05-2017, 06:08 PM   #1
Recycles dryer sheets
 
Join Date: May 2015
Location: Charleston, SC
Posts: 212
Quick Turbo Tax Question......

I'm using DeLuxe for the 2nd year now. It really makes entering the 1099-DIVs much easier in year 2.

My question -- Is there a way to print their "Tax Summary" page before all the data is input ?? I would like to compare it to the TT 2015 Tax Summary page. All of the Income has been entered. Before I delve into my Expenses Folder I'd like to see where we stand vs last year.

Interim Summary Page ??
__________________

__________________
"He has all of the virtues I dislike and none of the vices I admire." -- Sir Winston Churchill
FiveDriver is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 03-05-2017, 06:35 PM   #2
Thinks s/he gets paid by the post
 
Join Date: Mar 2010
Location: Kerrville,Tx
Posts: 3,174
Quote:
Originally Posted by FiveDriver View Post
I'm using DeLuxe for the 2nd year now. It really makes entering the 1099-DIVs much easier in year 2.

My question -- Is there a way to print their "Tax Summary" page before all the data is input ?? I would like to compare it to the TT 2015 Tax Summary page. All of the Income has been entered. Before I delve into my Expenses Folder I'd like to see where we stand vs last year.

Interim Summary Page ??
I believe without acrobat there is a save to pdf feature (I do have acrobat). so just save the file to pdf and print the pages in question.
__________________

meierlde is offline   Reply With Quote
Old 03-05-2017, 06:43 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 23,441
Why not just look at or print out the two-year comparison?

But to answer your question... yes.

File/Print.... Specific Forms... then pick the form that you want to print.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Old 03-05-2017, 06:44 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 9,767
Quote:
Originally Posted by FiveDriver View Post
My question -- Is there a way to print their "Tax Summary" page before all the data is input ??
Of course. I don't use TT anymore, but one could always print anything at any time. Go to Form view and select the Tax Summary to print.
LOL! is offline   Reply With Quote
Old 03-05-2017, 06:48 PM   #5
Recycles dryer sheets
 
Join Date: Feb 2017
Location: SF Bay Area
Posts: 358
Go to the File menu and select Print. This opens a small window. In the top drop-down box at the top select "print selected forms" (the default in this box says "print returns for your records") and then scroll down the list of all forms until you find the Tax Summary page. Check the box and hit print...
ocean view is offline   Reply With Quote
Old 03-05-2017, 07:20 PM   #6
Thinks s/he gets paid by the post
JPatrick's Avatar
 
Join Date: Jun 2005
Posts: 2,577
I have done something similar and I believe the process started by clicking on "My Account" at the top of the page. After that it was self explanatory.
JPatrick is offline   Reply With Quote
Old 03-05-2017, 07:33 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 9,767
I see that we don't know if this is TT online or TT on your own computer.
LOL! is offline   Reply With Quote
Old 03-06-2017, 10:23 AM   #8
Thinks s/he gets paid by the post
 
Join Date: Jun 2016
Posts: 3,066
You can "print screen" anything you want. Just like taking a picture of what's on the screen. Anytime, anyplace, anywhere.
COcheesehead is offline   Reply With Quote
Old 03-06-2017, 12:58 PM   #9
Recycles dryer sheets
 
Join Date: May 2015
Location: Charleston, SC
Posts: 212
Thanks Guys. I'll try that tonight when I enter the wonderful world of Turbo Tax.

I'm using the PC version of DeLuxe. I will say this......some of the user interfaces are not that user friendly. It's like this was piece-designed by committee and then patched together at the end. Some user screens are well thought out. Others not so much.

I want to compare last year's itemized expenses with this year's.
__________________
"He has all of the virtues I dislike and none of the vices I admire." -- Sir Winston Churchill
FiveDriver is offline   Reply With Quote
Old 03-09-2017, 08:19 AM   #10
Recycles dryer sheets
 
Join Date: May 2015
Location: Charleston, SC
Posts: 212
In the Deluxe version.......where does one enter the Simplified Home Office Deduction ??

I haven't come across that line in their software as of yet ??
__________________
"He has all of the virtues I dislike and none of the vices I admire." -- Sir Winston Churchill
FiveDriver is offline   Reply With Quote
Old 03-09-2017, 09:09 AM   #11
Thinks s/he gets paid by the post
 
Join Date: Mar 2013
Location: Coronado
Posts: 1,268
Quote:
Originally Posted by FiveDriver View Post
In the Deluxe version.......where does one enter the Simplified Home Office Deduction ??

I haven't come across that line in their software as of yet ??
It's under Deductions & Credits / Employment Expenses / Job-Related Expenses.
cathy63 is offline   Reply With Quote
Old 03-09-2017, 11:21 AM   #12
Recycles dryer sheets
 
Join Date: May 2015
Location: Charleston, SC
Posts: 212
cathy--
Thanks. I'm not in the TT Program right now.....is there a prompt with the name Home Office Deduction or is it a user-defined line ??
__________________
"He has all of the virtues I dislike and none of the vices I admire." -- Sir Winston Churchill
FiveDriver is offline   Reply With Quote
Old 03-09-2017, 02:32 PM   #13
Thinks s/he gets paid by the post
 
Join Date: Mar 2013
Location: Coronado
Posts: 1,268
There's an entire section of the interview that calculates the home office deduction and lets you choose the actual or simplified deduction. It's about 10 questions, and it starts with "Did X have home office expenses?" Once you answer yes, it asks you about the square footage, number of days used, etc.
__________________

cathy63 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Turbo Tax Deluxe 2016: Anyone Else Having Problems With ĎEstimated Tax Paymentí Entry ownyourfuture FIRE and Money 11 02-19-2017 12:52 PM
Turbo Tax question: repeating imports for different incomes? BBQ-Nut FIRE and Money 8 02-06-2015 10:06 AM
Stumped by Turbo Tax question on passive loss Amethyst FIRE and Money 13 01-26-2015 10:11 AM
Turbo Tax - Tax-Exempt Income not added to State Return Felix Mulier FIRE and Money 18 04-07-2013 12:46 PM
Turbo Tax Question Tandemlovers FIRE and Money 6 03-25-2011 11:31 AM

» Quick Links

 
All times are GMT -6. The time now is 03:32 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2019, vBulletin Solutions, Inc.
×