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livhive
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Filing instructions didn't download with 2017 return that was accepted? how do I recover filing instructions that show direct debit info?

 
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Filing instructions didn't download with 2017 return that was accepted? how do I recover filing instructions that show direct debit info?

Here's how to open your return back up to print/view/download the most current PDFs at the Print Center, including the Filing Instructions, summary pages, worksheets, etc.

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."  Click that line or on the word SHOW to expand that section.
  • Choose 2017 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 and past the blue-green screen, 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 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.

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1 Reply

Filing instructions didn't download with 2017 return that was accepted? how do I recover filing instructions that show direct debit info?

Here's how to open your return back up to print/view/download the most current PDFs at the Print Center, including the Filing Instructions, summary pages, worksheets, etc.

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."  Click that line or on the word SHOW to expand that section.
  • Choose 2017 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 and past the blue-green screen, 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 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.

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