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L0TUS13
New Member

I need to download my 2024 tax file for my CPA. But the only download I can get is the .tax file, which the CPA can not open. How to I get that file in a PDF version?

 
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1 Reply

I need to download my 2024 tax file for my CPA. But the only download I can get is the .tax file, which the CPA can not open. How to I get that file in a PDF version?

Since you said "download", I'll assume you used Online TurboTax.   Here's how to get a choice of PDFs, including the PDF that has the return plus all the worksheets. 

 

NOTE:  I don't know how you are delivering the files to your CPA, but keep in mind that regular email is not a secure method of transmitting these files.  These are very sensitive with personal info, financial info, and often bank account info.  Also be sure to store them safely and securely to guard against computer theft, hacking, etc.

 

NOTE:  When you open your return back up, do not make any changes in it if 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.

 

  • Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2024, look for a link "Add a State."
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • After the return interview is open, click in the left menu column on TAX TOOLS, then subtab 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.)"
  •  The latter has the most pages.

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