- Saving Your Tax Return (PDF File)
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Saving Your Tax Return (PDF File)
Updated: 6/26/2008
Article ID: 390
Portable Document Format (PDF) allows you to view and print your return using Adobe Reader. Most people use the PDF format to save their data for record-keeping purposes. You must have the Adobe Reader software installed on your computer to open, view, or print a PDF file.
If you don't have Adobe Reader installed on your computer, you can download the software for free directly from the Adobe web site. In addition to Adobe Reader, you can also view PDF files using the Foxit Reader for Windows software.
Important: You can save your return in two formats: tax data file (which the TurboTax program uses) and as a PDF file. Although TurboTax stores your tax data file, we recommend that you save your return in both formats. The steps below describe how to save your return in PDF format. To save your tax data file, see Save Your Return (Tax Data File).To save your 2007 income tax return in PDF format:
TurboTax Online
- To open your 2007 return, sign in to TurboTax Online.
- At the top of the page, select the Print & File, and then select Print for Your Records.
- Select Print Copies for My Records.
- On the Preview and Print page, click the Save icon (floppy disk) at the top of the screen.
- Specify the location to save your return, and then select Save.
TurboTax Desktop (Windows)
- Open your tax return in TurboTax.
- Go to the File menu at the top of the screen, then select Save To PDF.
- In the Save Tax Return To PDF dialog box, select the Change button if you want to save the PDF file to a different location on your computer's disk drive.
- If you don't change the location, TurboTax saves the PDF file to the same folder that your tax return data file (.tax) is located.
- Select the Save To PDF button.
- TurboTax saves your income tax return as a PDF file on your computer.
TurboTax Desktop (Mac)
- Open your return in TurboTax.
- Go to the File menu, then select Print.
- Select Tax Return for Filing, and then select Print.
- To view the file before printing, select Preview.
- To print the file, from the File menu, select Save As.
- At Format, select PDF, and then click Save.
