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Level 1
Mar 24, 2025 3:47 PM UTC
Question

How do I convert a .tax document to .pdf?

I need my 2023 State Tax return

4 replies

JohnB5677
Alumni - Intuit
Mar 24, 2025 4:03 PM UTC

Do you have the 2023 desktop version that produced.

If so you can re-save it as a PDF

  1. Open your return in TurboTax.
  2. Select File.
  3. Select Print/Save for Your Records.
  4. Choose to either Save As PDF or Preview Print Copy.

The only way to convert a .tax file to a PDF is with the 2023 desktop TurboTax program.

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Level 2
Mar 11, 2026 6:22 AM UTC

The method you offer is ridiculous. I don't have the desktop version of TurboTax. You need to make my files available to me in an easier way. I need tax documents from previous years because I didn't file with the state to get my refund. Please fix this. Thank you 

MarilynG
Alumni - Intuit
Mar 11, 2026 4:33 PM UTC

If you used TurboTax Online last year, on the Home page after you Sign In, scroll down to 'Tax Returns and Docs', then click on 'My Docs'.

 

@robertgrussell 

 

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Mike9241
Level 15
Level 15
Mar 24, 2025 4:07 PM UTC

You don't convert. The .tax2023 file will remain. Open the 2023 Turbtax file. from the File tab select print. a new window should open and at the bottom, there is an option to save it as a PDF.   First, select the forms you want to save.  Then "Save as a PDF" and select where on your computer to save it. if you want a printed copy then instead of saving as a PDF, select "preview print copy" A new window opens and usually at the top right there an icon for a printer select that. Then another window opens with the forms and an option to select the printer.  you can still select a PDF printer or any other printer listed.  

Mike9241