TurboTax FAQ
TurboTax FAQ

How do I change from mail to e-file?

You changed your mind, and want to e-file your tax return(s) instead of printing and mailing. As long as you haven't already mailed your 2016 paper return, you can switch to the e-filing method (through October 17, 2017). Some states now require e-filing their returns, and federal and state returns must be e-filed together.

On the other hand, if you already mailed your return, don't e-file. This can cause problems with the government, including refund delays.

If you wish to change how you'll file your taxes in TurboTax, follow the steps below for either the TurboTax Online or TurboTax CD/Download version.

There are options before filing to save a PDF file you can use later to view and print the tax return (Adobe Reader or equivalent is required for viewing and printing).

Remember, before saving or printing your return, any charges or fees must be paid for.

  1. In TurboTax, select the File tab, then click Continue.
  2. On the E-file Your Federal Return for FREE screen:
    • There are two choices: E-file and File by mail.
    • Change your old selection to your new choice; check the E-file button.
  3. On the Select the Returns You're Ready to File by Mail screen, check the buttons for the federal and any state returns you wish to e-file.
  4. Continue through the filing experience. You'll need either your last year's AGI (adjusted gross income number from last year's return), the interviews will assist you.
  5. To e-file your tax returns, be sure to continue until you've clicked the orange Transmit Returns Now button.