You can review the forms included in your federal and state tax returns before you file. This is a great way to double-check your information, estimated refund, or balance due before submitting your return.
⚠ Important:
You can only view the full PDF of your tax return after all applicable preparation fees are paid.
Before payment, you may view only the Summary/Review, not the full PDF.
Step 1: Log In to Your Account
Sign in using your username and password to access your tax return.
Step 2: Access Your Return
From your account dashboard, select the tax year you want to review.
Step 3: Review Your Return Summary
- In the left menu, select Review.
- Choose Summary.
The Summary page provides an overview of the information entered on your return, along with your estimated refund or amount due.
Step 4: View or Print Your Tax Forms
Your available options depend on whether your preparation fees have been paid:
- If you have not paid your filing fees, select Preview Draft to view a watermarked version of your return.
- If you have already paid your filing fees, select Print Return to view and print a complete, non-watermarked PDF of your return.