Using the Review Your Entries Report

The Review Your Entries Report, accessed from the Reports menu, lets you view a report that lists all the entries you have made on federal and state forms in your tax return. The values shown do not include values that the program has calculated for you.

Federal Version

The federal version of the report includes:

State Version

The state version of the report includes:

You can change any values you have entered directly on the report, or jump to the tax form for the entry.

Data Displayed on the Report

Information in the Review Your Entries report is grouped by tax form. For each tax form, the program shows the values of the entry fields in which you have entered data. The following information for each entry field is shown:

To display the Review Your Entries report:

  1. Choose Review Your Entries from the Reports menu.

In the Report window, the program displays the Federal tab and state tab (for example New York). Note: The program displays the state tab only if you have started a tax return for that state.

  1. Click on the tab of the report you want to display. Click the Close button at the top of the Report window to close the window.

To print the report:

  1. Display the appropriate Review Your Entries report.

  2. Click the Print button at the top of the Report window.

To change values:

  1. Move the cursor to the Entry field. 

  2. Type a new value.

If you want to remove a value from the Entry field and leave that field blank, just delete the current value in the field.

To jump to the related form:

  1. If you want to see where a value appears on a form, click the Go to Form button to the left of the value. The program opens the form and moves the cursor to the appropriate line.

  2. If you change the value directly on the form, the Review Your Entries Report is updated to reflect the change after you recalculate (from the Tools menu, choose Recalculate). Changing the value again on the report updates the form. The most recent change you make—no matter where you make it—is carried to all the relevant places in your return.

  3. To return to the report from a related form, click the Close Form button at the top of the form.