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How do I view a previous year's return without TurboTax?

***NOTE*** For Tax year 2012 and future years, the CRA has changed their requirements for printed returns generated from software certified for NETFILE. The NEW Print steps are listed in the section below.

If you saved a PDF version of your tax return last year, you can open it with any PDF viewer. If not, you need to reinstall and activate the specific year's version to view that year's return.

With a .PDF copy, you can:

  • view your return on a different computer;
  • print your return from a different computer, even if TurboTax is not installed;
  • e-mail a copy of your return to someone (for example, an accountant) for review;
  • uninstall TurboTax at the end of the tax season to free up space on your hard drive while still keeping a viewable copy of your return for your records.

Note: To view or print a .PDF file, download and install Acrobat® Reader®, which is available free from Adobe's Web site at http://www.adobe.com.

 

Save/Print a copy of your return

During the printing and filing process, TurboTax allows you to save your return as a .PDF file. This allows you to view or print your return from your own or another computer, even if that year's version is not installed.

When saving or printing your return in TurboTax, you will have two different options. Please read the next section carefully, as Printing a copy for your Records is a different print option vs. the Print your Return for the CRA. 


Save & Print a Copy of Your Tax Return for Your Records

  1. Click the Print and File tab at the top of the interview screen. Click Continue on this page.
  2. The Save a Copy of Your Return for your records screen will appear. This screen will allow you to save and print a copy of your full tax return as a.PDF file.

    ***NOTE*** The return copy you save here IS NOT the return you will mail to the CRA. The CRA requires the T1-General: Condensed versionto be mailed in. The steps for that return are in the next section.
     
  3. To save a copy of your return for your records, click Save .pdf copy for your records. Follow the on screen directions and save the file to your system.

    To Print a copy of your return for your records, click Print for your records

    If you have not run the Review to find tax-saving opportunities, errors, and warnings, do so now. Click Continue to move through the screens.

  4. This return will be for your review and only for record keeping. DO NOT MAIL THIS VERSION OF THE RETURN TO THE CRA!
     
  5. Print a copy from another computer: You will need to move the .pdf file to a portable storage device or some other media to take to the second computer.
     
  6. Click Continue to proceed.

 
 

 

CRA Version: Save & Print a Copy of Your Tax Return to MAIL to the CRA

  1. When you reach the Print and Mail your Returns screen, you will be able to print and save the actual T1-Condensed version of your tax return that the CRA requires from paper filers.
     
  2. To save a copy of your return to be mailed to the CRA, click Save .pdf of Return to Mail.  Follow the on screen directions and save the file to your system.

    To Print a copy of your return to be mailed to the CRA, click Print Return to Mail

  3. Once you have printed and saved copies of the return, you can click Done with Printing to finish the Print section.

 




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