When you do paper taxes you can show tax documents with your signature. With efile for federal and state how can I show full tax document with esignature as proof?

[vickn]

When you get taxes done at a CPA they link your signature with the efile. Does turbo tax has something that shows this document is the one I submitted?

[Anonymous_]

TurboTax provides the following, if that helps.

[vickn]

@Anonymous_ 1. Where do I get that from? 2. Does it do this for federal and state? 3. Is that attached to the federal and state completed and submitted tax document? 4. Is this a valid legal document? Meaning will person accept it as this is the tax I filed? Kind of like when you do efile with CPA and the make you sign it and I think the numbers on efile and that document are the same. Thanks!

[Anonymous_]

It should be in your tax (PDF) file, assuming you chose to save it, but I am not certain about state returns other than it may vary depending upon the state. 

I have absolutely no idea whether or not anyone will accept that form as a valid legal document and/or as the tax return you filed. Again, that would most likely depend on the particular individual or organization. 

It has been suggested by numerous others on this board to simply print out your 1040, sign and date it, when you need an exact copy of the return you filed.

[Anonymous]

no.  there is in fact no signature.  that's because you are filing the return using TT software. TT is not filing it 

if they won't accept the postmark report, you can always print out your federal return then sign and date in the middle of the first page.   

[Carl]

The electronic postmark is not generated until *after* your e-filed tax return has been accepted. There is a physically separate electronic postmark for each individual tax return you file. One for federal, and one for each state. But again, those pages are only generated *AFTER* the e-filed return is accepted by the respective taxing authority the e-filed return was submitted to.

So if you downloaded the PDF to early it's highly probable the postmark printout will not be there. Just download the PDF again and look for it in the newly downloaded PDF file.

For colleges, many of them want a copy of your tax return that *physically* has your signature on it in ink. So after you print it, sign it and date it with the same date as the electronic postmark.

[vickn]

Thanks all. 1. @Carl  and @Anonymous_  Where do I download the pdfs after it has been accepted? I downloaded from download/print return but it was not there. My federal as been accepted for a while and my state got accepted a few days ago so they both should be there.  2. Many of you are saying to sign it after I print it. Doesn't that change the tax documents submitted? When I did with cpa I signed a seperate form that matched the efile they sent in. So I provided the two and it was fine. Doesn't turbo tax have something that shows its efiled and in signature section it shows like a code and says efile so the people know it. 3. Is everyone just signing it? Because that changes the submitted document right?

[Anonymous_]

The electronic postmark sheet should be in the PDF file provided you chose to save all forms.

Merely printing out a copy of your 1040 will not change the return you e-filed.

[vickn]

@Anonymous_ I just talked to turbo tax support and she said its in the all worksheets and I found it there. This is my first year using turbotax normally I did it myself on paper and signed it and/or used cpa. For all the ones that have been using it in the past. If banks etc ask for your tax document what is the best method to provide them since turbo tax does not put efile signature or anything on the sign line. Do you all just sign it later on or give that postmark document or print the submitted email you got from turbo tax. Whats the most common accepted method for showing this is the tax I submitted? Sorry but again this is my first year doing this. Thanks!

[Anonymous_]

If a bank wants to see your tax documents, they probably want to see some details concerning your income rather than just an indication that you filed a return.

Thus, you could print and sign your 1040 and submit that to the bank or, alternatively, get a transcript (free) or an actual photocopy of your return from the IRS (link below).

https://www.irs.gov/individuals/get-transcript

[vickn]

@Anonymous_ thanks! do states have these also? I am in california. 

[Anonymous_]

Sorry, but I am not sure about CA. You can check their web site at the link below.

https://www.ftb.ca.gov/file/index.html

[Carl]

Many of you are saying to sign it after I print it. Doesn't that change the tax documents submitted?

It's physically impossible for you to change the tax document already submitted.But any bank I've ever dealt with wants a *physically signed* copy of my tax return. It then becomes a legal document in the loan package, as my physical ink signature on the return is my attestation to the bank that this is a copy of the actual information submitted to the IRS.

I personally don't know why banks waste their time with this, since as part of the loan process you are required to sign IRS Form 4506 or IRS form 4506-T authorizing the lender (or whoever you designate) to receive a copy of your return or transcript.

But here's the bottom line. With most banks, if you do not provide them a signed and dated copy of your tax return with an original ink signature on it, chances are extremely high your loan application will be denied.

[vickn]

@Carl My confusion is this. Turbo Tax efiled so the sign is the digital code they put on it before sending it to IRS. Call this version A. You take a tax document the turbo tax efiled then sign it. This becomes automatically version B because you changed it by takeing the same document that turbo tax efiled and signing it. Even though you used the same information just by signing it it becomes a different version. Now how is a bank, college, other agencies to know what you submitted version A is the same as what you are providing them version B because you could have changed version B with different info then (call this version C) then claimed it as version A just with the signature on it (version B). So my thought process is shouldn't turbo tax seal the pdf with the electronic signture that prevents people from signing it after it has been submitted. So banks, etc know this is what you efiled because it has the electronic sign where you would sign it just preventing you from signing in that area. Does that make sense? I guess that is why you said they make you fill out form 4506 to check the info themselves. So is it better to just print and sign the document you efiled and submit for loan etc rather than give them the pdf along with the efile details? Is it better to just sign it?  

[xmasbaby0]

Are you actually dealing with a bank employee/official/lender who lacks any understanding of how using self-prepared tax software works?  Is someone actually giving you grief over picking up a pen and signing your do-it-yourself tax return?   Or are you just over-thinking and imagining that they will?