Save copy of Return without worksheets

Forum|Forum|2 years ago
May 7, 2024
10 replies
73 views

How to I save a copy of my return without the worksheets? I need to transmit a copy to someone but I don't want them to have the worksheets. Thanks in advance.

xmasbaby0

Level 15

Sending a tax return by email is not secure but the risk is yours to take. If you save your return as a pdf you can choose which pages to send.

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records. That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.

https://ttlc.intuit.com/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pdf-file

https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-for-windows •

NOTE: TurboTax and the IRS save returns for seven years. Returns older than seven years are purged.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

cdenorchAuthor

Level 2

I never said I was sending it via email; I said I was transmitting. I work in IT and there are safe ways to transmit data such as encrypting. Please don't make assumptions.

cdenorchAuthor

Level 2

Thank you for replying. I have the desktop version of TurboTax. I went into TurboTax and tried to save another copy however it did not prompt me for 'save with or without worksheets'. It just made another copy with all the worksheets. I'm afraid more details are needed. Thank you.

VolvoGirl

Level 15

Are you on Windows or Mac? One way in Windows is to Switch to Forms mode. Open the 1040 and click on Print at the bottom. That opens a box where you can pick what to print like just the forms to file. Then at the bottom it gives you a choice to save a pdf or print preview copy.

cdenorchAuthor

Level 2

Hi, thanks for taking the time to reply. I'm on a MAC so none of the solutions presented work. I only seem to have a choice to select 'Tax Return Only' from the PRINT screen. The PRINT screen allows me to save 'Tax Return Only' prior to printing. I did that, however when I opened it I see that the Audit Protection insurance that I purchased is also in my saved tax return, along with other unnecessary worksheets. It doesn't work, nor should it be this complicated. Sooo, guess I'll print it, and pull out the documents I don't need and personally hand deliver the document. I've been trying for a couple of hours plus and I'm ready to give up.