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February 19, 2025
Question

What happened to the Electronic Filing Instructions summary on my tax download?

  • February 19, 2025
  • 3 replies
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    3 replies

    LindaS5247
    February 19, 2025

    You can view or print your "TurboTax Electronic Filing Instructions" as follows:

     

    For TurboTax Online:

    1. Open your return
    2. Select Tax Tools then Print Center
    3. Select Print, save or preview this year's return
    4. Check the boxes to indicate your federal and state returns
    5. Choose to include Government and TurboTax Worksheets
    6. Click on "View or Print Forms"
    7. Your E-Filing Instruction Sheet should be the first page

    For TurboTax Desktop:

    1. Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your screen
    2. In your left panel scroll down to the bottom of your list of forms and 
    3. Select "Filing Inst page 1 and 2"


     

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    Employee
    February 21, 2025

    I've tried this several times and it simply does not work (at this time, it has worked for me in prior years). All typical tax worksheets are included but the TurboTax summary and electronic filling instruction forms are simply not there.

    February 21, 2025

    Same here. I've had it in years past, and it's very handy when needing to find my AGI for the previous year when e-filing. I would really like to see the "Electronic Filing Instructions for your 2024 Federal Tax Return", which shows the 2024 Federal Tax Return Summary.

    February 23, 2025

    @VolvoGirl wrote:

    2024 filing instructions missing

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/filing-instructions/filing-instructions-printed-return/L5dsPiWbO_US_en_US



    The page says "The specific issue you’re looking for has been fixed and the article you’re trying to access is no longer available. " Unfortunately, the issue hasn't been fixed as of Feb 23, 2025.

     

    I tested both Safari and Google Chrome on my mac (Ventura 13.7.4) and the instruction and summary page was not included in the PDF. Do you know how to (re-)escalate the issue?

     

    Employee
    February 23, 2025

    @sfgigi 

     

    I'm starting to think these "high level" posters are bots. They continue to post the same advice despite several threads that report this method is NOT working for many people this year.

    April 2, 2025

    It seems there is some confusion between TurboTax Online and the TurboTax desktop app on the Mac. I'm using the TurboTax application on a Mac and I still can't get the Electronic Filing Instructions for your Federal Tax Return. As people have stated, this is a very nice summary of one's tax situation, including how much is due on one's taxes and the estimated tax payments to make. The equivalent cover letter for the CA State taxes is available, but not the one for the Fed.

    VolvoGirl
    Employee
    April 2, 2025

    @DSchorow1  Did you switch to Forms Mode and look for it in the left column?

    April 2, 2025

    Yes I did. I do not see it there.

     

    OK, here's the strange thing. I used TurboTax Desktop Mac to do my own taxes, and when I printed them out to PDF (all 293 pages), that page that I think of as the Cover letter did appear. For my own taxes, I did not file them using TurboTax, since I use TurboTax to compare to the taxes prepared by my tax preparer. When printed out, that cover letter is titled "File by Mail Instructions for your 2024 Federal Tax Return".

     

    I also did my mom's taxes. For her, we completed the whole process with TurboTax Desktop Mac and electronically filed both the Federal and CA state taxes. For her taxes when printed out, no such cover letter came out for the Fed, though there was a cover letter for the CA state taxes.

     

    In neither case, did I find that cover letter listed in the left column after switching to Forms Mode.