How to Get PDF File in TurboTax: A Step-by-Step Guide

TurboTax is a popular tax preparation software that helps individuals and businesses navigate the complex process of filing taxes. One of the most common questions asked by users is how to get a PDF file from their completed return. In this article, we will walk you through a step-by-step guide on how to obtain your PDF file in TurboTax.

Why Do You Need a PDF File?

Before we dive into the steps, it's essential to understand why you might need a PDF file from your completed tax return. A PDF file can be useful when you need to provide proof of your taxes to creditors, lenders, or other financial institutions. It can also serve as a backup in case you experience any issues with your TurboTax account.

Step 1: Log In to Your TurboTax Account

To get your PDF file, you'll first need to log in to your TurboTax account using your email address and password. If you've forgotten your login credentials, you can reset them by following the prompts on the TurboTax website.

Step 2: Access Your Completed Return

Once you're logged in, click on the 'My Account' tab and select 'View Returns.' This will take you to a page where you'll see all of your completed tax returns. Click on the year you want to access and then select the return you want to view.

Step 3: Download Your PDF File

Once you're viewing your completed return, click on the 'Download' button located at the top right corner of the screen. A drop-down menu will appear with several options, including 'PDF.' Select 'PDF' to download a copy of your tax return in PDF format.

Step 4: Choose Your PDF Options

Before downloading your PDF file, you'll have the option to customize it further. You can choose which pages to include, such as only the summary page or all schedules and forms. You can also select whether you want to include any attachments, such as receipts or W-2 forms.

Step 5: Save Your PDF File

Once you've customized your PDF options, click on the 'Download' button to save a copy of your tax return in PDF format. By default, your computer will prompt you to choose a location to save the file. You can select any location you prefer, such as your desktop or documents folder.

Getting a PDF file from TurboTax is a straightforward process that can be completed in just a few steps. Whether you need proof of your taxes for personal or professional purposes, having a PDF file on hand can provide peace of mind and ensure that you have all the necessary documentation to support your tax return. By following these simple steps, you'll be able to obtain a copy of your completed tax return in PDF format and keep it safe for future reference.

How to get pdf file in turbotax