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Yes, once the return is filed and accepted you can save the return as a PDF and print the tax return.   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) Or - When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

The .PDF is not valid or does not upload?  Please clarify.   If the .PDF does not upload, the transactions must meet the one of the qualifications of Exception 1.   IRS Schedule 8949 Instructions, page 5, states:   However, this does not apply to transactions that qualify for Exception 1....In those cases, an attachment, a statement, or Form 8453 is not required.   IRS Schedule 8949 Instructions, page 4, defines Exception 1 here.   Exception 1   Form 8949 isn't required for certain transactions. You may be able to aggregate those transactions and report them directly on either line 1a (for short-term transactions) or line 8a (for long-term transactions) of Schedule D. This option applies only to transactions (other than sales of collectibles) for which:   • You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments in box 1f or 1g;  • The Ordinary box in box 2 on Form 1099-B isn’t checked;  • You received a Form 1099-DA (or substitute statement) that shows basis was reported to the IRS and doesn’t show any adjustments in box 1h or 1i;  • The Ordinary box in box 6 on Form 1099-DA isn’t checked;  • You don't need to make any adjustments to the basis or type of gain (or loss) reported on Form 1099-B or Form 1099-DA (or substitute statement), or to your gain (or loss); and  • You aren’t electing to defer income due to an investment in a QOF and aren’t terminating deferral from an investment in a QOF.    If you choose to report these transactions directly on Schedule D, you don't need to include them on Form 8949 and don't need to attach a statement. For more information, see the Schedule D instructions.   @mdhasenbush 

I greatly appreciate you taking the time to answer my question.  You have no idea the hair pulling that I have been doing about this issue.  I wonder if you might consider answering this also.  If so, you have my utmost gratitude.  If not, I understand completely.  My issue is this:  They want to maximize their refund.  In order to do that, the girlfriend must claim the child to qualify for the earned income credit and the child dependent care credit(?) the $2,200.00 or portion thereof.  The man would like to file head of household as he provides the most for the family and the household upkeep.  He is okay with her claiming the child and has accounted for the loss of the deduction. In this instance, can they both list the child on their tax forms?  One as a dependent to take the dependent deductions and the other as a non-dependent for the tax benefit?   Thank you so much, in advance, for you consideration and help in this matter.

@daraskavich  You will have to wait for the IRS to either Accept or Reject your filed federal tax return. If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 12 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS

You will find the Form 1099-B entry in the Investment sales section of TurboTax as follows:   You enter investment sales in the Wages and Income section of TurboTax, then Investment Income. Update that section and you will see the investment sales that you entered. Click on the down arrow next to the investment you want to update and choose edit and you will see your investment entries that you can adjust as needed.      

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

If the Roth IRA belongs to the beneficiary, they will track their contributions with Form 5498, and may receive a 1099-R from the plan administrator reporting the non-taxable transfer.  If that applies, you won't be able to or need to, enter this non-taxable rollover in your return as the recipient.   Here's more info from IRS Pub. 970.   @gigipanelli27     

Easier to post your question or problem here in the forum to get assistance.    Unless it is a billing question and then you must contact TurboTax support.  Use the key words Billing Issue Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)      

At this time, the PTET election is not part of the Maryland state step-by-step interview in TurboTax Business. To add Form 511 to your Maryland Partnership return, click the Forms icon in the TurboTax Business header, then open the Information Worksheet and check the box for Form 511 under Part II. Proceed to enter all information needed on the form. Any fields in pink indicate a response is required.