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OKJoe
New Member

Will TurboTax provide me a copy of my file?

 
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3 Replies
Vanessa A
Employee Tax Expert

Will TurboTax provide me a copy of my file?

Right before you transmit your return you are given the opportunity to print a copy of your return.  You can also download a copy of it as a pdf or a .tax file. 

 

How do I save my TurboTax Online return as a tax data file?

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Will TurboTax provide me a copy of my file?

You can get a PDF of your tax return at any time after you have paid the TurboTax account fees or you are using the Free online edition and have either e-filed or printed your return for mailing.

 

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 the Year and Click on Download/print return (PDF)

Or -

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

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Will TurboTax provide me a copy of my file?

what do you mean, the tax file or your return?

once you've paid or made arrangements to pay any fees, you should be able to print a copy of your return. It can be to paper or saved on your computer as a PDF file.  (print to PDF). Turbotax DOES NOT do this automatically.

also it's a good idea to store a second PDF copy on an offline drive.   Turbotax only maintains the program for the current year and the 3 prior years. after that you will not be able to open the xxx.tax20XX file.  The pdf will still be readable. After 7 years, Turbotax deletes the returns and related info.. It's Permanently gone and the IRS does the same 

 

you should also be able to upload a copy of the .xxxtax20XX to your computer. After Turbotax stops support, if you need a copy of the return (you didn't make a pdf), there is currently a website where you can submit certain year's tax files electronically. They'll send back an actual copy.  Be aware that they are not affiliated with Turbotax. Use at your own risk,

https://www.taxprinter.com/ 

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