How do I download my estimated tax worksheet?

[Anonymous_ · Accepted solution]

Save the package as a PDF and download it.

[mesquitebean · Accepted solution]

@ pjeung  asked:  "How do I download my estimated tax worksheet?"

You appear to be using Online Premier.   We can tell you how to get a copy of your PDF containing the worksheets, but the method depends on whether you have already filed your return, or if your return is still in preparation and not yet paid for.

[pjeung]

I have already filed my return.  I need an example to figure out if I've meet the estimated tax safe harbor requirement for tax year 2022.

[mesquitebean · Accepted solution]

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@pjeung wrote:

I have already filed my return.  I need an example to figure out if I've meet the estimated tax safe harbor requirement for tax year 2022.

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Here's how to get the larger PDF containing the worksheets:

NOTE:  When you open your return back up, do not make any changes in it since 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 2021, 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 is fully 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.)"
•  The latter has the most pages.

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.

[pjeung]

Thanks!  That worked perfectly.

[mesquitebean]

You're welcome.  Good luck.