@ pjeung
asked: "How do I download my estimated tax worksheet?"
You appear to be using Online Premier. We can tell you how to get a copy of your PDF containing the worksheets, but the method depends on whether you have already filed your return, or if your return is still in preparation and not yet paid for.
@pjeung wrote:I have already filed my return. I need an example to figure out if I've meet the estimated tax safe harbor requirement for tax year 2022.
Here's how to get the larger PDF containing the worksheets:
NOTE: When you open your return back up, do not make any changes in it since 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.
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.
@ pjeung
asked: "How do I download my estimated tax worksheet?"
You appear to be using Online Premier. We can tell you how to get a copy of your PDF containing the worksheets, but the method depends on whether you have already filed your return, or if your return is still in preparation and not yet paid for.
I have already filed my return. I need an example to figure out if I've meet the estimated tax safe harbor requirement for tax year 2022.
@pjeung wrote:I have already filed my return. I need an example to figure out if I've meet the estimated tax safe harbor requirement for tax year 2022.
Here's how to get the larger PDF containing the worksheets:
NOTE: When you open your return back up, do not make any changes in it since 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.
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.