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New Member
posted Sep 16, 2023 12:44:00 PM

I entered 90% of my data in turbo tax before realizing I really need an accountant. How do I export the data I've entered? (All paths I follow just prompt me to pay.)

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3 Replies
Level 15
Sep 16, 2023 12:49:51 PM

Export to where?  Do you want a pdf file or to save the data file?  You can download the data file ending in .tax2022 for free.  But if you want the pdf you have to pay.

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

 

Save the tax file

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740

 

 

 

Level 15
Sep 16, 2023 3:00:52 PM

an outside pro would have to do your return from scratch. There is no way to import the Turbotax data file, but it might help if they had a pdf of what you have already done. on the other hand, they may not want responsibility of using that data. 

Level 15
Sep 16, 2023 8:15:12 PM

If you are using Turbotax Online, you can download your tax data file.  However, this is probably useless to a pro.  (It is possible that pros who use Intuit's professional software might be able to import a TurboTax consumer data file, but I don't know for sure.)

 

You can't print a tax form without paying, because if you could download a pdf of your tax return, you could file it by signing it and mailing it in.  So you can't download the PDF of the finished tax return without paying.