Save Turbotax as PDF Mac

Introduction to Saving Turbotax as PDF on Mac

To save your Turbotax return as a PDF on a Mac, you will need to follow a series of steps. This process is useful for keeping a record of your tax return and for sharing it with others, such as your accountant or financial advisor. The process is relatively straightforward and can be completed in a few minutes.

Prerequisites

Before you start, make sure you have the following:

• Turbotax software installed on your Mac
• Your tax return completed and ready to be saved
• Adobe Acrobat or Preview, the default PDF viewer on Mac, installed on your computer

Step-by-Step Instructions

To save your Turbotax return as a PDF, follow these steps:

1. Open Turbotax on your Mac and select the tax return you want to save as a PDF.
2. Click on the “File” menu at the top of the screen and select “Save As” or “Print” depending on the version of Turbotax you are using.
3. In the “Save As” or “Print” dialog box, select “PDF” as the file type or click on the “PDF” button at the bottom of the dialog box.
4. Choose a location on your Mac to save the PDF file, such as the “Documents” folder.
5. Give the file a name, such as “Tax Return 2022” and click “Save” to save the file.

Alternative Method Using Preview

If you are having trouble saving your Turbotax return as a PDF using the above method, you can try using the Preview app on your Mac. To do this:

1. Open Turbotax and select the tax return you want to save as a PDF.
2. Click on the “File” menu and select “Print”.
3. In the Print dialog box, click on the “PDF” button at the bottom of the dialog box and select “Open in Preview” from the drop-down menu.
4. Preview will open with your tax return displayed. Click on “File” and select “Save As” to save the file as a PDF.
5. Choose a location on your Mac to save the PDF file and give the file a name, such as “Tax Return 2022” and click “Save” to save the file.

Tips and Variations

Here are a few tips and variations to keep in mind when saving your Turbotax return as a PDF:

• Make sure to save your PDF file in a secure location, such as an encrypted folder or an external hard drive, to protect your personal and financial information.
• You can also use the “Save As” function in Turbotax to save your return as a PDF, but this method may not work in all versions of the software.
• If you are having trouble saving your Turbotax return as a PDF, try updating your software to the latest version or contacting Turbotax customer support for assistance.

Software	File Type	Default Viewer
Turbotax	PDF	Adobe Acrobat or Preview
Adobe Acrobat	PDF	Adobe Acrobat
Preview	PDF	Preview

📝 Note: Make sure to keep your PDF file secure by saving it in a password-protected folder or encrypting the file itself.

In summary, saving your Turbotax return as a PDF on a Mac is a straightforward process that can be completed in a few minutes. By following the steps outlined above, you can keep a record of your tax return and share it with others as needed. Remember to save your PDF file in a secure location and consider encrypting the file to protect your personal and financial information.