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Level 2
April 9, 2023
Question

Saving All Tax Forms and All Worksheets as PDF

  • April 9, 2023
  • 5 replies
  • 57 views

Hello 

 

I would like to save ALL Tax Forms (FED & State) with ALL Worksheets as a PDF.  When I go to File> Save to PDF...>. It does not include ALL forms and worksheets that I viewed while filling in all the data.  How do I save EVERYTHING to PDF.  I am using TurboTax Premier on MacBook Pro with MacOS 13.3.1.

 

Thanks!

 

    5 replies

    Level 15
    April 10, 2023

    Please see the below steps to print/save a copy of your return with the calculation worksheets.

     

    • With your tax return open, select the File Tab in the grey bar. 
    • Select Print/Save for your Records
    • Select Print
    • On this screen, you'll see "Which forms would you like to generate?"
    • Select Tax Return, all calculation worksheets.
    • Select Save as PDF
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    paw930Author
    Level 2
    April 11, 2023

    Hello MichelleLO:

    Thank you for your response.  I've followed your instructions several times, and it does not do what I want it to do.  Yes, it will print the Tax Returns, and the Forms, but it does not include the worksheets, nor does it create the links to each page/form.

     

    When do step 3 "Print," it opens the print dialog to select the printer.  I do not get prompted "Which forms would you like to generate?"  or any other TT or PDF options.  The only options I get is to print to an actual printer with its print options, or to save as a PDF.

     

    Nowhere do I get the choice to select Tax Return or all calculation worksheets.  I using TurboTax Premier on a MacBook Pro, and I suspecting that what I want to do is only a Windows feature?