Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Feb 1, 2025 11:25:37 AM

Is there a way to get a more detailed breakdown of my inputted data that was used to create my 3 page return so I can print it for my records?

I'd like to have this information so I can see what entries I made for each 1099-R as well and the ROTH timing and contribution questions so I could defend my return as well as finding any potential error that comes up later. Specifically, a break down of various entries for various 1099-r accounts and detailed responses to the Q&A regarding ROTH disbursements. The 3 page return itself, just combines everything into a nice need bundle.

0 4 1789
4 Replies
Level 15
Feb 1, 2025 11:30:27 AM

When you save your return as a pdf file you should be able to select with all the worksheets etc.  Have you filed  yet?  Save the PDF
https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26234

 

Level 2
Feb 1, 2025 11:54:14 AM

I have already efiled from turbo tax and received a confirmation of IRS acceptance. I did save the PDF but it just saved the 3 pages. Is there someway to still acquire the data? I used the online version of deluxe.

Level 15
Feb 1, 2025 11:56:48 AM

Log back in and save the pdf again.  Look for a button to save the worksheets.  Did you pay the fees or having the fees deducted from your return?   You might need to wait to get the pdf with all the worksheets and backup detail.  

Level 2
Feb 1, 2025 12:13:59 PM

Thank you so much for your help.  I never had the options you were talking about, until I went to "amend" my return.  After it informed me that I would have to wait until mid February it then gave me the option to view and print again which now showed some added selections regarding not only the IRS work sheets but turbo tax work sheets as well. Not something I want to print, lots of pages, but definitely something to save for future reference.