Mac versions - Any way for Mac users to prepay so we can review all the forms before submitting our returns to the CRA to check for any errors. Will happily prepay.

Answer

In TurboTax Online, after you pay, but before you file, you’ll be given the option to print/download a copy of your returns that shows all the actually forms. You can review the PDF and then go back and make changes if you need to.

Here is how you can print a copy of your tax return in TurboTax Online:

To print or save a copy of your tax return for future reference, complete the following steps:

1. On the menu, select File, and then select Print Your Tax Return.

2. On the page that appears, select the link to download a PDF copy of your return.

TurboTax online edition_2018_Print tax return after filing

 

Tax year 2017 or prior

Step-by-step instructions to download and print a copy of your tax return

Before you begin, pay for your tax return

The option to print a tax return is visible only after you pay for that tax return in the online edition of TurboTax. If you filed your tax return, it means you already paid for it. You only need to pay once. In other words, if you don’t pay for a particular tax return, TurboTax doesn’t give you access to the print option for that tax return.

After you pay, the File menu lists the print option. If you haven’t paid for the tax return that you want to print, before continuing with the instruction below, pay for your tax return.

Tip

You can print your tax return at any level of completeness. You don’t need to complete it or file it with the CRA before you can print it. However, you might prefer to print your tax return after you are confident that it is complete. To be certain that your tax return is complete, print your return after you have completed the Review step. It is best to print your tax return after you have submitted it to Canada Revenue Agency (for example, after you use NETFILE).

If you used TurboTax Free to complete your tax return

Steps to print your tax return

  1. Depending on the tax return you need to print, if you aren’t already signed in to TurboTax, sign in to the year of the tax return that you need to print.
  2. After you sign in, TurboTax lists all of your tax returns. If you are not on this page, do the following:
    • For the current tax year (2018): On the menu, select My Account & Returns, and then select View all tax returns.
    • For tax year 2017 or prior: At the upper-right corner of TurboTax, select Tools, and then select Return Manager.
  3. On the page that lists all the tax returns, to open the return that you want to print, select Continue.TurboTax displays the page where you left off the last time you used TurboTax.
  4. Do one of the following:
    • For the current tax year (2018): On the menu, select File, and then select Print Your Tax Return.
    • For tax year 2017 or prior: On the horizontal navigation bar across the top of your TurboTax page, select File, and then select Print Your Tax Return.The navigation bar is visible only if you completed at least the Intro (personal information) and the Profile steps.

    Note:

    • If you don’t see the Print Your Tax Return option on the menu, you need to pay for your tax return.
    • Tax year 2016: If the navigation bar is not visible on the page you’re on, move through the steps until you get to a step that has the navigation bar.

    A page appears with a link to download your tax return.

  5. Select Download …<First-Names>'s Federal Return.A PDF copy of your tax return downloads to your device.
  6. To print your tax return, open the downloaded file in a PDF viewer (for example, Adobe Reader).If you don’t have a PDF viewer installed on your computer, you can download and install Adobe Reader.
  7. In your PDF viewer, select the File menu, and then select Print.The Print dialog opens.
  8. Complete the instructions on the Print dialog to print out your tax return.

 

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If you want to see your forms before you get to the end of your return, you can follow the steps in this FAQ but instead of clicking “Apply Code” in step 2, click continue to get the option to pay by credit card:

Important: You don’t need a prepayment code to pay for your return. If you type anything in the prepayment field, TurboTax will display an error message asking for your prepayment code. If you don’t have a code, close the window by selecting x in the upper-right area of the pop-up window, then try again.

 

You can enter your prepayment code when TurboTax prompts you to pay for your return.

Instructions for TurboTax 2018 from the Your order summary step

Click here to see the how-to screen shots.

1. Enter your pre-payment code in the blank field below Do you have a pre-payment or activation code?

Note: Don’t put a space before the first number or after the last number of the code – this will make your code appear invalid.

2. Select Apply Code.

3. Select Continue.

4. Complete the fields on the Edit your info step, then select Continue.

5. On the Confirm your info step, select Continue.

6. On the Order receipt step, select Close.

TurboTax takes you back to the Just a few steps left and we’ll file your return step. Payment is complete.

 

 

To jump directly to the payment section of your TurboTax return

1. In the upper-right area of TurboTax, select Find.

Note: The Find option becomes available after you’ve completed the Setting up section of your return.

2. In the Find window, type “CRA.”

3. From the list of results, select CRA Online Mail, then select Go.

4. Follow the instructions below, depending on which version you’re using:

  • TurboTax 2018: On the Just a few steps left and we'll file your return step, select the Start button next to Review your order.
  • TurboTax 2017: On the Pay and Prepare to File step, select Proceed to Checkout.

The Your order summary pop-up appears.

 

 

 

Note: The amount associated with your prepayment code is subtracted from the total amount you owe. If you still have an amount owing after you’ve applied your code, you’ll need to pay the remaining balance before you can print or file your return.

 

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