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New Member
posted Mar 30, 2023 8:33:09 AM

Will intuit full service premier tax prepartion service provide me with a TurboTax data file for my records, not just a PDF of my return?

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2 Replies
Level 15
Mar 30, 2023 9:12:05 AM

No ... when you use the FULL service option you are "outsourced" to a third party to have your tax return completed using that party's professional income tax program (not the TT program) so all they can give you is a PDF of the return as the .taxfile from a professional tax program cannot be opened or transfered  into  the TT program next year. 

Intuit Alumni
Mar 30, 2023 9:18:14 AM

Yes, you will be able to save a copy of your tax data file. Please see the below TurboTax Help Article for instructions.

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

 

For information on how TurboTax Full Service works, please see: What is TurboTax Live Full Service?