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I don't want to file my return but I want to send the information to my accountant for him to file. how can I do that without filing. there must be a file I have access 2

 
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I don't want to file my return but I want to send the information to my accountant for him to file. how can I do that without filing. there must be a file I have access 2

You can save the tax return as a tax data file which can be used by the accountant if they have the software that can open a TurboTax data file.

See this TurboTax support FAQ for saving the tax data file - https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-...

 

You can download a PDF of the complete tax return.

However, you have to pay the TurboTax account fees before you can do this.

 

To pay the TurboTax online account fees by credit card, without completing the 2021 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. The next screen will show a review of your Fees, click on Continue. Complete the next screen to pay by credit card and click Continue.

 

To download a PDF of your tax return after paying the TurboTax account fees -

Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

 

 

kikilouise77
Returning Member

I don't want to file my return but I want to send the information to my accountant for him to file. how can I do that without filing. there must be a file I have access 2

If you are using TurboTax to enter your data...after you enter all the data, go to Forms view. Select "print" and on the pop-up screen, choose which forms/worksheets you want to provide. Then select "save as pdf" which will download a file you can then send to your accountant.

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