Skip to main content
August 15, 2020
Question

How can I see my tax documents so I can get pre-qualified for a mortgage

  • August 15, 2020
  • 1 reply
  • 0 views
I'm supposed to see over 100 pages of tax documents but for some reason I can only see my form 1040

1 reply

Critter-3
August 15, 2020

OK ... the ACTUAL tax return may be as little as 2 pages ... the option to save the PDF with all the IRS and TT worksheets included will have 60 + pages in it however the lender ONLY needs the return not any of the backup pages.  

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

 

How to get a copy after filing

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-get-a-copy-of-a-return-i-filed-thi...

 

Or here's an alternate way to print by opening the filed return back up to print at the Print Center, where you can also get the worksheets.

 

  • Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2019, 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.
fanfare
Employee
August 15, 2020

Form 1040 pages 1 and 2 should be enough for a mortgage application.