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New Member
posted Jul 24, 2019 7:05:15 PM

Every year my tax return is over 100 pages. I am in the process of getting a renewal on a HELOC and they need my full return. For 2018, it’s only 2 pages. Can you help?

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3 Replies
Level 2
Jul 24, 2019 7:11:47 PM

Have you tried accessing it through My Docs?

 

My DocsTM lets you store up to 100 MB of important documents, such as scanned receipts, payment confirmations, tax forms — whatever you would otherwise keep in a shoebox or filing cabinet — in one place so you can easily access them at tax time, or anytime for that matter.

 

My DocsTM is included in all paid versions of TurboTax Online, and is available in the PLUS add-on for Free Edition.

 

The following link gives detailed information on how to access it:

 

https://ttlc.intuit.com/community/accessing/help/how-do-i-get-access-to-my-docs/00/26431

 

 

Level 15
Jul 24, 2019 8:32:33 PM

It depends on the complexity of your tax return.  For 2018 the IRS totally revised the that returns.   The new 1040 form *is* only 2 pages, but there can be other schedules.

 

The new "simplified" 1040 form for 2018 is now the only 1040 form. The old 1040, 1040A and 1040EZ have all been replaced with the new 1040 and 6 new schedules for additional items that are transfer to the new 1040.

https://ttlc.intuit.com/questions/4511015-what-are-the-new-schedules

Level 15
Jul 24, 2019 9:01:47 PM

A lot of those "100 pages" are likely worksheets which are for your records and not filed as an official part of your return.  A lender should not need worksheets.  But we can tell you how to get larger PDFs, and you can decide what all you need to present.

 

If you want to get larger PDFs with the worksheets and to see if there are any additional forms/schedules you need that were not in your Tax Home PDF, here are the steps to open your return back up and go to the Print Center.

 

NOTE:  When you open your return back up, do not make any changes in it since it's already been filed.

 

  • Log in and go to "Your Tax Returns & Documents." 
  • Choose 2018 tax year.
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
  • Then choose "Print, save, view this year's return."
  • The next screen should offer 3 options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
  • See if one of those PDFs has what you need.

NOTE:  Do NOT use this method to open a return to make changes/edits to an already-filed return (one that has actually been mailed or efiled.)   If you later need to make changes to an already-filed return, you have to go through the formal amending process, and your return must start off exactly as originally filed.

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.