TurboTax Printing All to PDF - doesn't include all Itemizations

Discussion in 'Quicken' started by Michael J. Budwey, Apr 5, 2004.

  1. I've got TurboTax2003 and am trying to print all forms & worksheets to
    a pdf file for my records & future reference. I am finding that not
    all of my detailed itemizations are printing. There also does not
    appear to be any way from within TurboTax to locate all itemization
    lists in the return. I seem to remember in the past they showed up in
    the "open forms > my return" dialog so that I could select any of
    them.

    Does anyone know how to get ALL of the supporting data to print?

    More background:
    I'm doing this return for my daughter who has self employment income
    and expenses (as a singer/organist). I've itemized income for things
    like weddings & funerals. I've also itemized mileage for the same
    events under car expenses. For some reason the mileage itemizations
    print but the income itemizations do not.

    This is really bothersome as I frequently refer to this data in future
    years. I guess I should stop using TurboTax for these itemizations
    and just use an external spreadsheet but I kind of liked the idea of
    including them in TurboTax so I could see where they were linked.

    TIA,
     
    Michael J. Budwey, Apr 5, 2004
    #1
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  2. Michael J. Budwey

    Rick Hess Guest

    "Michael J. Budwey" <> wrote
    > I've got TurboTax2003 and am trying to print all forms & worksheets to
    > a pdf file for my records & future reference. I am finding that not
    > all of my detailed itemizations are printing. There also does not
    > appear to be any way from within TurboTax to locate all itemization
    > lists in the return. I seem to remember in the past they showed up in
    > the "open forms > my return" dialog so that I could select any of
    > them.
    >
    > Does anyone know how to get ALL of the supporting data to print?


    Open up one of your supporting statements that isn't printing. There's a
    box to check that says something like "Check to print this supporting
    statement with return" (or maybe it says to check it to NOT print). If the
    selection is how you want it then check the print options. There is an
    option somewhere to "print all supporting statements". Since you said some
    print and some don't, you may have inadvertently set some individual
    supporting statements to not print.
    --


    Rick Hess
    New Orleans
    To reply, eliminate All_Spammers
     
    Rick Hess, Apr 5, 2004
    #2
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  3. On Sun, 4 Apr 2004 20:58:11 -0500, "Rick Hess"
    <> wrote:

    >"Michael J. Budwey" <> wrote
    >> I've got TurboTax2003 and am trying to print all forms & worksheets to
    >> a pdf file for my records & future reference. I am finding that not
    >> all of my detailed itemizations are printing. There also does not
    >> appear to be any way from within TurboTax to locate all itemization
    >> lists in the return. I seem to remember in the past they showed up in
    >> the "open forms > my return" dialog so that I could select any of
    >> them.
    >>
    >> Does anyone know how to get ALL of the supporting data to print?

    >
    >Open up one of your supporting statements that isn't printing. There's a
    >box to check that says something like "Check to print this supporting
    >statement with return" (or maybe it says to check it to NOT print). If the
    >selection is how you want it then check the print options. There is an
    >option somewhere to "print all supporting statements". Since you said some
    >print and some don't, you may have inadvertently set some individual
    >supporting statements to not print.


    I checked for that :). All of my itemizations are set to print - that
    is, the check boxes are not checked. I wish it were that simple. Any
    other ideas?

    Thanks,
     
    Michael J. Budwey, Apr 5, 2004
    #3
  4. Michael J. Budwey

    Rick Hess Guest

    "Michael J. Budwey" <> wrote
    >
    > I checked for that :). All of my itemizations are set to print - that
    > is, the check boxes are not checked. I wish it were that simple. Any
    > other ideas?


    Only my second idea: Did you check the general print options to "print all
    supporting statements"?

    In the case for saving to PDF, you select "Tax return for Your Records".
    Under the next set of options, choose "All Forms, Worksheets", which is
    supposed to allow you to include the supporting statements. If, instead,
    you choose "Tax Return Only" or "Recommended Forms" the supporting
    statements will not be included.
    --


    Rick Hess
    New Orleans
    To reply, eliminate All_Spammers
     
    Rick Hess, Apr 5, 2004
    #4
  5. On Mon, 5 Apr 2004 07:40:58 -0500, "Rick Hess"
    <> wrote:

    >"Michael J. Budwey" <> wrote
    >>
    >> I checked for that :). All of my itemizations are set to print - that
    >> is, the check boxes are not checked. I wish it were that simple. Any
    >> other ideas?

    >
    >Only my second idea: Did you check the general print options to "print all
    >supporting statements"?
    >
    >In the case for saving to PDF, you select "Tax return for Your Records".
    >Under the next set of options, choose "All Forms, Worksheets", which is
    >supposed to allow you to include the supporting statements. If, instead,
    >you choose "Tax Return Only" or "Recommended Forms" the supporting
    >statements will not be included.


    I've selected "all forms, worksheets" from the dialog. As I said,
    some of them do print, but not all of them. I've used TurboTax in the
    past (not last year because of C-Dilla) and it's always printed them.
    Of course those versions of TurboTax did not have the ability to save
    as PDF so I used pdf995 (a freeware pdf printer utility) to print
    them.

    Hmmm, I just looked at my own return (it was my daughter's that was
    not printing all itemizations) and mine all printed. I wonder what is
    different about the two returns. I'll have to keep experimenting
    until I find the secret :-(

    Has anyone else had (or noticed) this problem? I know I'm a bit anal
    about such things, but I can't be the only one :)
     
    Michael J. Budwey, Apr 6, 2004
    #5
  6. Michael J. Budwey

    Dave Guest

    I'm having a problem with my mother's taxes. I can't for the life of
    me figure where I can view her state income tax form. When I print
    via the menu options (either directly to printer or PDF), it just
    prints two copies of the federal 1040, but no state. I get the cover
    sheet for the state with the return amount and such, just no form. If
    I go to "open forms", it doesn't give me an option to pick any state
    ones.

    Michael J. Budwey <> wrote in message news:<>...
    > On Mon, 5 Apr 2004 07:40:58 -0500, "Rick Hess"
    > <> wrote:
    >
    > >"Michael J. Budwey" <> wrote
    > >>
    > >> I checked for that :). All of my itemizations are set to print - that
    > >> is, the check boxes are not checked. I wish it were that simple. Any
    > >> other ideas?

    > >
    > >Only my second idea: Did you check the general print options to "print all
    > >supporting statements"?
    > >
    > >In the case for saving to PDF, you select "Tax return for Your Records".
    > >Under the next set of options, choose "All Forms, Worksheets", which is
    > >supposed to allow you to include the supporting statements. If, instead,
    > >you choose "Tax Return Only" or "Recommended Forms" the supporting
    > >statements will not be included.

    >
    > I've selected "all forms, worksheets" from the dialog. As I said,
    > some of them do print, but not all of them. I've used TurboTax in the
    > past (not last year because of C-Dilla) and it's always printed them.
    > Of course those versions of TurboTax did not have the ability to save
    > as PDF so I used pdf995 (a freeware pdf printer utility) to print
    > them.
    >
    > Hmmm, I just looked at my own return (it was my daughter's that was
    > not printing all itemizations) and mine all printed. I wonder what is
    > different about the two returns. I'll have to keep experimenting
    > until I find the secret :-(
    >
    > Has anyone else had (or noticed) this problem? I know I'm a bit anal
    > about such things, but I can't be the only one :)
     
    Dave, Apr 8, 2004
    #6
  7. Michael J. Budwey

    Bob Sandler Guest

    >I'm having a problem with my mother's taxes. I can't for the life of
    >me figure where I can view her state income tax form. When I print
    >via the menu options (either directly to printer or PDF), it just
    >prints two copies of the federal 1040, but no state. I get the cover
    >sheet for the state with the return amount and such, just no form. If
    >I go to "open forms", it doesn't give me an option to pick any state
    >ones.


    It sounds like you are working in "forms mode" (as opposed
    to the EasyStep interview). In that mode, at any given time,
    you are working exclusively on either the federal return or
    the state return. On the File menu, select "Go to
    State/City." That will switch you to the state return. "Open
    a Form" will then show the state forms, but not the federal
    forms, and you will be able to print the state return. To
    switch back to the federal return, select "Go to Federal" on
    the File menu.

    This is all assuming that you have actually installed the
    state program.
     
    Bob Sandler, Apr 8, 2004
    #7
  8. Michael J. Budwey

    greg baxter Guest

    Is the form that the itemization attached to printing? What form/line number
    is it attached to?


    "Michael J. Budwey" <> wrote in message
    news:...
    > I've got TurboTax2003 and am trying to print all forms & worksheets to
    > a pdf file for my records & future reference. I am finding that not
    > all of my detailed itemizations are printing. There also does not
    > appear to be any way from within TurboTax to locate all itemization
    > lists in the return. I seem to remember in the past they showed up in
    > the "open forms > my return" dialog so that I could select any of
    > them.
    >
    > Does anyone know how to get ALL of the supporting data to print?
    >
    > More background:
    > I'm doing this return for my daughter who has self employment income
    > and expenses (as a singer/organist). I've itemized income for things
    > like weddings & funerals. I've also itemized mileage for the same
    > events under car expenses. For some reason the mileage itemizations
    > print but the income itemizations do not.
    >
    > This is really bothersome as I frequently refer to this data in future
    > years. I guess I should stop using TurboTax for these itemizations
    > and just use an external spreadsheet but I kind of liked the idea of
    > including them in TurboTax so I could see where they were linked.
    >
    > TIA,
     
    greg baxter, Apr 13, 2004
    #8
  9. On Mon, 12 Apr 2004 23:10:46 -0700, "greg baxter"
    <g_r_e_g_b_a_x_t_e_r@y_a_h_o_o.com> wrote:

    >Is the form that the itemization attached to printing? What form/line number
    >is it attached to?


    The itemization is for schedule C. It is for income not reported on
    1099s and gets totalled into line 1. The form entry says:
    "Enter other gross receipts or sales (not reported on 1099)"

    I like to itemize the sources of this other income. For some reason
    this itemization does not print. I create a similar itemization under
    Car & Truck expenses where I itemize the mileage associatated with the
    same income events. That one prints!
    >
    >
    >"Michael J. Budwey" <> wrote in message
    >news:...
    >> I've got TurboTax2003 and am trying to print all forms & worksheets to
    >> a pdf file for my records & future reference. I am finding that not
    >> all of my detailed itemizations are printing. There also does not
    >> appear to be any way from within TurboTax to locate all itemization
    >> lists in the return. I seem to remember in the past they showed up in
    >> the "open forms > my return" dialog so that I could select any of
    >> them.
    >>
    >> Does anyone know how to get ALL of the supporting data to print?
    >>
    >> More background:
    >> I'm doing this return for my daughter who has self employment income
    >> and expenses (as a singer/organist). I've itemized income for things
    >> like weddings & funerals. I've also itemized mileage for the same
    >> events under car expenses. For some reason the mileage itemizations
    >> print but the income itemizations do not.
    >>
    >> This is really bothersome as I frequently refer to this data in future
    >> years. I guess I should stop using TurboTax for these itemizations
    >> and just use an external spreadsheet but I kind of liked the idea of
    >> including them in TurboTax so I could see where they were linked.
    >>
    >> TIA,

    >
     
    Michael J. Budwey, Apr 13, 2004
    #9
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