You'll need to sign in or create an account to connect with an expert.
@travpahl wrote:
I have paid and want to review the filing with my CPA before filing. How do i download the PDF?
Since you have already paid, you have viewing/downloading/printing privileges. Here's how to get a PDF of your return prior to filing:
Log in and open your return interview.
NOTE: If TurboTax thinks you were finished and the interview is closed, then click on "Add a State" to open the interview back up (that doesn't really add one.)
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.
ADDENDUM:
I provided steps above on how to get a PDF of your return. You said you want to show it to your CPA. I don't know if you meant your own outside CPA in private practice or if you are referring to a TurboTax CPA access included as part of your product package. In any case, I'll provide some info about that feature.
I see that you appear to be using Live Self-Employed Edition. That Live feature (for which you are paying extra) includes access to a CPA/EA tax expert for assistance during return preparation and a review of your return prior to filing.
FAQ: What is TurboTax Live?
https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/01/27191
FAQ: How to connect with a live tax expert
https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-...
FAQ: How do I schedule my review using TurboTax Live?
https://ttlc.intuit.com/community/expert-review/help/how-do-i-schedule-my-review-using-turbotax-live...
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
jeramilynn1
New Member
monicawafford
New Member
x46359
Level 2
DavidJacobs
Returning Member
hiroprotagonist2
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.