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How do I email my 2018 Return to my accountant?

 
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How do I email my 2018 Return to my accountant?

If your accountant does not have the TurboTax program then you would need to save your return as a PDF file which can be opened by Adobe Reader.  Emailing a tax return is not safe.

 

How do I save my 2019 TurboTax Online return as a PDF?

We'll automatically save your 2019 online return in both PDF and tax data file (.tax) formats once you file your return or when TurboTax Online shuts down in mid-October, whichever comes first.

 

You also have the option of saving your return as a PDF before filing if you want to see how the underlying tax forms have been filled out. Here's how:

 

  • Sign in and open (continue) your online return, if you're not already signed in.
  • Select Tax Tools in the left menu.
  • Select Print Center, choose Print, save, or preview this year's return and follow the instructions.
    • If you haven't yet paid your TurboTax Online fee (or registered, if you're in a free version), you'll need to do so before you can save the PDF.

If you make changes to your return after saving your PDF, repeat these steps to ensure that your PDF file stays in-sync with your online data.

 

Tip: PDF files can't be opened or read by TurboTax software, which means they can't be used for amending or troubleshooting calculation issues. For this reason, we recommend that you also save your completed return as a tax data file.

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1 Reply

How do I email my 2018 Return to my accountant?

If your accountant does not have the TurboTax program then you would need to save your return as a PDF file which can be opened by Adobe Reader.  Emailing a tax return is not safe.

 

How do I save my 2019 TurboTax Online return as a PDF?

We'll automatically save your 2019 online return in both PDF and tax data file (.tax) formats once you file your return or when TurboTax Online shuts down in mid-October, whichever comes first.

 

You also have the option of saving your return as a PDF before filing if you want to see how the underlying tax forms have been filled out. Here's how:

 

  • Sign in and open (continue) your online return, if you're not already signed in.
  • Select Tax Tools in the left menu.
  • Select Print Center, choose Print, save, or preview this year's return and follow the instructions.
    • If you haven't yet paid your TurboTax Online fee (or registered, if you're in a free version), you'll need to do so before you can save the PDF.

If you make changes to your return after saving your PDF, repeat these steps to ensure that your PDF file stays in-sync with your online data.

 

Tip: PDF files can't be opened or read by TurboTax software, which means they can't be used for amending or troubleshooting calculation issues. For this reason, we recommend that you also save your completed return as a tax data file.

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