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bk836
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How do I email my 2017 return to my cpa from turbotax?

 
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How do I email my 2017 return to my cpa from turbotax?

Download the PDF of the tax return and then email the PDF to your CPA.  Note that emailing a tax return is not a very secure way to send the tax return.  It would be preferably to print the tax return and then hand deliver the return.

 

See this TurboTax support FAQ for when access to prior year online tax returns expire - https://ttlc.intuit.com/community/prior-year-return/help/when-does-access-to-my-prior-year-turbotax-...

 

To access your current or 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 bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

You can also get free transcripts of your federal return from the IRS - http://www.irs.gov/Individuals/Get-Transcript

For a fee of $50 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

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To access a prior year online tax return and you did not use TurboTax for the 2017 tax return or you did not pay for one of the 2017 online editions of either Plus, Deluxe, Premier or Self-Employed, you will need to start a 2018 Free online tax return and then Upgrade and pay for the Plus edition ($19.99).  You do not have to file the 2018 tax return only pay for the upgrade.

Go to this TurboTax website for the 2018 online editions - https://turbotax.intuit.com/personal-taxes/online/

You have to sign onto the 2018 account using the exact same User ID you used to create the prior year online tax return.  Enter your personal information in the 2018 Free edition. On the left side of the screen click on Upgrade.  Scroll down and select PLUS More Help & Tools.  Click on Upgrade Now (if Plus is grayed out then you are already using Plus and only need to pay for the upgrade)

To pay the TurboTax online account fees by credit card so you can access your prior year online tax returns, 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.  On the next screen just click on the Continue button.  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.

 

How do I email my 2017 return to my cpa from turbotax?

I suggest printing it and faxing it.

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