How do I save a PDF copy of my tax return in the CD/download edition of TurboTax?
Before you begin: In TurboTax Basic, you’ll need to complete at least the INTRODUCTION section, and in all other versions of TurboTax, you’ll need to complete both the INTRODUCTION and the PROFILE sections, before you can save a copy of your tax return as a PDF file.
Ideally, you should finish entering all your information in TurboTax up to and including the REVIEW section before you save a PDF copy of your tax return.
- On the left-hand side of the TurboTax screen, select PRINT > Print personal return or forms.
- On the Save a copy of your return for your records page, select Federal tax return.
- Select Save PDF Copy for Your Records.
- On the Save As dialogue box, on the left-hand pane, select a location where you want to save the file and then select Save.
The Save a copy of your return for your records page appears.
The Save As dialogue box opens.
For example, select Desktop if you want to save the file on the Desktop. In the below example, we saved the file in the Documents >TurboTax >2015 folder.
Note: The default file name is <First Name_XXXX_copy>, where First Name is your first name, XXXX is four digits representing the tax year, and copy means it’s a copy of your tax return for your personal records. If you want, you can rename the file by entering a new file name in the File name text box.