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February 6, 2021
Question

Completed my efile, downloaded my documents and noticed there is no tax return summary on the first page. First time not included with the tax forms. Disappointing!

  • February 6, 2021
  • 1 reply
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Where can i find this doc?

1 reply

Employee
February 6, 2021

Where did you get the PDF?   Did you get it from inside the return or from the Tax Home?  If from the Tax Home, a PDF obtained that way may not update until some point after the Federal return is accepted.   So summary pages and extra worksheets may not be in it yet.    However, there is another way to get a PDF that "may" have it.   There is an alternate way to download/print by opening the filed return back up to print at the Print Center.

 

NOTE:  When you open your return back up, do not make any changes in it if you already efiled.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.

 

  • Log in, and at the Tax Home or in the section "Your Tax Returns & Documents" for 2020, look for a link "Add a State."
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
  • Then choose "Print, save, view this year's return."
  • The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
  • See if one of those PDFs has what you need.  The latter has the most pages.


NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.