Why doesn't Turbo Tax allow the Qualified Dividends and Capital Gain Tax Worksheet from my 2017 return to be printed and kept for my records?

[LisaBr · Accepted solution]

There is a special way to print all the forms, including worksheets.  You can do this by following these instructions:

1. Sign in to your account (if you haven't already done so), using the same login you used to file your return.
2. If you can't remember, go here so we can help you get logged in.
3. Once you're logged in, go to the bottom of the screen and click  My Tax Returns and Documents. 
4. Choose the tax year for the return you want to print
5. Select Download all forms and worksheets.   
6. On the next screen, click Download my return.
7. Once your return has downloaded, locate the return and open it. You can choose which worksheets you would like to print now.  If you see a printer icon at the top of the screen, click that; or if you have a File menu in the upper left corner, open that and select Print.
8. Make any adjustments in the Print window, such as number of copies, and then click the Print button at the bottom.

1. If nothing prints or the PDF saves instead of prints, repeat Step 6 and then:
2. Click the Advanced button near the top of the popup window;

• Clear the Print to File checkbox;
• Click OK,and then click the Print button again.

When you print the "hard copy" of the return you filed, it'll include extra documentation and calculation worksheets for your files. However, it won't include W-2, 1099, or any other forms from your employer, bank, brokerage (etc.) because TurboTax didn't generate those forms. Contact the party who originally issued those forms if you need those.