Taxact how to download pdf of last years return

Repeat steps 2 and 3 for remaining clients. Press F2 to go to main screen. Under Printing Queue , select "Tax Returns" to view all clients ready for printing.

Drake From the main screen, select Print in the toolbar. In the Return Selector window, check the box next to the client return s you want to create as a PDF.

Select the client forms, worksheets, etc. Click Next. Select "Adobe PDF" as your printer. Edit the file location and name if desired, then click Save. Repeat steps 3 and 4 for remaining clients. Repeat the above steps for remaining clients. Click Print in the main menu. Have a question? Ask, or enter a search term below. Search Help Topics: These programs will import using any desktop return file with a ". Using TaxAct Desktop, Online, and Professional programs, you may also choose to import a PDF copy of your return created with another program.

It cannot be a return summary. On smaller devices, click the menu icon in the upper left-hand corner, then choose Basic Info.

Click the Import link directly under Basic Info. In the first drop-down menu, choose "Import from the current account" or "Import from another account sign in required ". If you choose the second option, you must enter your prior year username and password and answer a security question. If you have forgotten your username or password to last year's return, click "Forgot Username" or "Forgot Password". Click Import Last Year's Return.

At any time, you can click Continue Without Importing to enter your information manually. At the bottom of the import screen, click import your Desktop return. Have a question? Ask, or enter a search term below. Search Help Topics: Import Last Year's Return. On smaller devices, click the menu icon in the upper left-hand corner, then choose Basic Info. On the Select a tax return to transfer screen, choose the return to import from the dropdown menu.

Click Transfer. If you already entered data into the current return, you will be notified that importing a prior-year return will override that data. Click the Data Import link directly under Basic Info.