Switching to e-filing

Forum|Forum|4 years ago
March 29, 2022
3 replies
37 views

I'm using the download version and have completed everything as if filing a paper return. I would now like to change to e-filing for federal, NY and NJ. Will the program prompt me for the additional information needed, e.g. driver's license, bank account number, etc.? I don't recall seeing these fields on the input screens for paper filing.

TurboTax Home & Biz Windows

Best answer by VolvoGirl

Yes. But you said you already have the printed version. You can print anytime from the Desktop program. After you file you should save your return as the pdf file. Go up to FILE- Save to pdf. In the Desktop program you can always open your return after you file to print or look at it. So be careful not to change anything. I save my PDF and add FINAL to the name. You'll see how it works. It will ask if you want to print it before you file.

Then after you efile and it is Accepted be sure to update the status.

For the Desktop program you have to check the filing status inside the program. Open your return and go up to menu item

File > Electronic Filing > Check Electronic Filing Status

Then save your return with the status. Go to File-Save.

Chaernli

Level 2

It did for me, as part of the e-Filing process.

GES1513

Level 2

The Turbotax program will prompt you for all the information required to file. Make sure you have all the documents (drivers license, w-2's, state, federal, local, etc. at your fingertips. you should be ok.

bobweissman

Level 6

You will enter this info at the extreme end of the process. I cannot find any way to tell TTWin that I'll e-file without actually beginning the e-file process. Be prepared to actually e-file when to you get there.