What happened to the Electronic Filing Instructions summary on my tax download?

[sfgigi]

An hour later, the summary and filing instructions showed up!! Yay!

Thank you for fixing the bug.

[jedwardmurphy]

is this not available once I've submitted my taxes? I can no longer access anything but a download of my taxes, which does not allow my to choose any options.

[DoninGA]

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@jedwardmurphy wrote:

is this not available once I've submitted my taxes? I can no longer access anything but a download of my taxes, which does not allow my to choose any options.

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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/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2024 online tax return.

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

[zibbidibobjuwey]

@DoninGA This worked! Not sure why it would only be an option in this convoluted way of printing, but thank you for sharing!

[DSchorow1]

It seems there is some confusion between TurboTax Online and the TurboTax desktop app on the Mac. I'm using the TurboTax application on a Mac and I still can't get the Electronic Filing Instructions for your Federal Tax Return. As people have stated, this is a very nice summary of one's tax situation, including how much is due on one's taxes and the estimated tax payments to make. The equivalent cover letter for the CA State taxes is available, but not the one for the Fed.

[VolvoGirl]

@DSchorow1  Did you switch to Forms Mode and look for it in the left column?

[DSchorow1]

Yes I did. I do not see it there.

OK, here's the strange thing. I used TurboTax Desktop Mac to do my own taxes, and when I printed them out to PDF (all 293 pages), that page that I think of as the Cover letter did appear. For my own taxes, I did not file them using TurboTax, since I use TurboTax to compare to the taxes prepared by my tax preparer. When printed out, that cover letter is titled "File by Mail Instructions for your 2024 Federal Tax Return".

I also did my mom's taxes. For her, we completed the whole process with TurboTax Desktop Mac and electronically filed both the Federal and CA state taxes. For her taxes when printed out, no such cover letter came out for the Fed, though there was a cover letter for the CA state taxes.

In neither case, did I find that cover letter listed in the left column after switching to Forms Mode.

[jrhepo]

Thank you. This was incredibly non-intuitive, and I appreciate your advice. Worked easily once I was able to get back to the 2024 tax return

I have been using Turbo Tax for years and always keep these Electronic Filing instructions, not for the instructions but for the Federal Tax Return summary which is very summary. 

I remember this being an issue last year as well. I eventually got it but it required another awkward workaround. I hope Turbo Tax realizes how many people want that form and makes this easier going forward.