Get your taxes done using TurboTax

@ YT76  wrote:   "As I only have 2 activations left, I guess that my only option is to use one to open 2023 and take a few snapshots of the forms that I used"

 

You don't have to launch the 2023 program every time you want to look at 2023 forms, and you don't have to make screenshots.   The next time you have the 2023 program open, make a PDF that includes the return and all worksheets.   Then you can look at that 2023 PDF any time you want, or even print from it, without having to launch 2023 TurboTax.

 

To make the PDF, launch and open the 2023 return.   Once the return is open, in the top left corner of the TurboTax interface, in the TurboTax menubar, click on FILE, then in the dropdown menu choose  "Save to PDF."   Then a dialog box will pop up.   Choose  "Forms for your records: Tax Return and all calculation worksheets."  Then click the blue button "Save as PDF."

 

Every year I usually make 2 PDFs so I can view them at will without the program.  I make one PDF of the return "as filed", and another PDF with the return and all calculation worksheets.   This is especially important for archival purposes since after 3 tax years, the TurboTax program supposedly will no longer activate.

 

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.