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Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?

 
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5 Replies

Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?

if you clicked on the box that said submit your return you need no e-file instructions because you have e-filed. 

Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?

@nancyliu65  asked:  "I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?"

 

If you would like a larger PDF of the return with all the worksheets, summary pages, electronic postmark, electronic filing instructions, etc., here's how to get it in Online TurboTax.

 

Have you recently efiled, and if so, has your return been accepted?  If it hasn't yet been accepted, it's best to wait until it is, then the PDF will also contain the Electronic Postmark.

 

NOTE:  When you open your return back up, do not make any changes in it if it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.

 

  • Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2020, look for a link "Add a State."
  • 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 some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
  • The latter has the most pages.


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.

Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?


@ Mike9241 wrote:

if you clicked on the box that said submit your return you need no e-file instructions because you have e-filed. 


The user likely wants it for their records as well as the other summary pages.

The Electronic Filing Instructions page has additional information on it, including any Balance Due or Refund amount, as well as the bank account routing number and account number used if one has an electronic debit of taxes due or a direct deposit of a refund.

 

It also has mailing information if one has chosen to mail a check to pay taxes due, including the address to use.

 

It also has some summarized info from the return as well as information about estimated tax payments, if applicable, and the 1040-ES voucher mailing instructions.

Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?

Nice workaround. Thanks for the tip.

Hi, I wonder why tax return document in 2020 does not including Electronic Filing Instructions (summary) page?


@gkishot wrote:

Nice workaround. Thanks for the tip.


You're welcome.  I'm glad it worked for you.  Good luck.

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