@ biz-wfshane wrote: "How do I save my current return information as a PDF, even if I haven't finished or filed yet?"
You didn't say what product you are using, so I'll assume you're using Online TurboTax. If you're using desktop TurboTax, the method would be quite different. Report back if you need desktop instructions and state if you're using the Windows or Mac version.
If you're using a paid online edition, in order to print/view/save you'll have to pay for your product in advance using a credit or debit card if you haven't already. The process below will tell you how to do that.
- With your return interview open go to the left menu column and choose the tab Tax Tools, then subtab Print Center.
- Then choose "Print/save/preview this year's return."
- On the next screen choose to "Pay now".
- Note: It may try to upsell you on add-ons like MAX, which you can choose or decline.
- The next screen should be an Order Summary. Review that, and if all is OK, click Continue.
- It should then prompt you for payment by credit or debit card. The screen only says "credit card", but it will take a debit card. If it should offer you the option to "pay later" out of the Federal refund, that can't be used for this purpose. You will need to pay now by credit/debit card in order to download/print prior to filing.
- Then you should have an option of which PDF to download/print/view. "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
