How can I view my forms before I file?

You can preview the forms included in your Federal and State tax returns before you file. Follow the steps below to access your return, review the summary, and print your documents.

⚠ 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

Access the tax year you wish to view from your account dashboard.

🔍 Step 3: Click “Review” > “Summary”

1. Select Review > Summary from the menu on the left to view a high‑level overview of your return.

This section allows you to review your inputs and estimated refund/balance due details.

🖨 Step 4: Click “Preview Draft” or "Print Return"

If you haven't paid the filing fees for your return, select "Preview Draft" to view a watermarked copy of your return. 

If you have already paid for your return, select "Print Return" to view a non-watermarked copy of your return.  

• If you wish to pay for your return so you can retrieve a non-watermarked copy, select Review > Print Results from the menu on the left.