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New Member
posted Aug 24, 2022 9:38:48 PM

How do i download the PDF before filing

I have paid and want to review the filing with my CPA before filing.  How do i download the PDF?

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2 Replies
Level 15
Aug 24, 2022 11:33:57 PM

@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.)

 

  • After the return interview 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.)"
  • Choose which of those PDFs you need.


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.

Level 15
Aug 24, 2022 11:41:37 PM

@travpahl 

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...