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How do I email my returns to someone else from my phone?

 
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6 Replies

How do I email my returns to someone else from my phone?

It is not safe or secure to email your tax return.  But to do it you need to download the pdf file and attach it to the email.

How do I email my returns to someone else from my phone?

You save your tax return as a PDF and then attach the PDF to the email.  However, emailing a tax return is not secure.  If possible print the return and hand deliver or mail the tax return.

 

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

How do I email my returns to someone else from my phone?

First emailing an unsecured PDF file is unwise anytime.   Next you would have to download/save the PDF file to your phone and I highly doubt your phone can handle a file that large.   But if you could save the PDF to your phone then you attach it to an email just like any other email attachment.  If you don't know how to do this google search this info for your phone model.  

How do I email my returns to someone else from my phone?

when I worked for a CPA firm, it was common for us to e-mail returns to clients or their lawyers. we password protected the PDF file. and sent a second e-mail with the password or used a password that the client previously selected.  if you think the US mails are safe don't come to Chicago.

 

How do I email my returns to someone else from my phone?

Agreed ... my professional program password protects all files automatically  or I can use a secure portal (where the client picks their own password)  to send files to my clients.  Of course what my clients do with their information once they have it is out of my control.  

 

What really make me laugh is when they call to ask me what the password is when the first line of the email clearly states " the password is the first 4 letters of your last name and the last 5 numbers of your SS#".  LOL

How do I email my returns to someone else from my phone?

A EA emailed me my father in law's last tax return pdf (he's deceased).  It has a passcode.  Is there anyway I can take it off or save it without it now?

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