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How can I get a .pdf of my tax return from ttax2018 for mac with a table of contents?

Forum|Forum|6 years ago
October 16, 2019
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I have used ttax for 20 years. I know how to get a pdf of my taxes.

When I save a .pdf from the file menu in the mac version of ttax2018 it creates a pdf version no problem but there is no table of contents. Just 100 pages of thumbnails!

Also, how can I select 'all records' versus just forms needed for filing like I can do in a Windows copy of the software. Or is this option not provided on the mac side.

Thanks for any help!

TurboTax Premier Mac

Best answer by Bao_CA

I'm not expecting anything more than to be able to produce .pdfs from ttax with a ToC. With ttax2018 on Mac I couldn't do it (my original post).

You're showing success with ttax2019 here which has perhaps been updated/improved in terms of this issue. Encouraging. I'll report back after my ttax2019 experience.

I prefer Preview to Adobe READER because I can edit/comment/bookmark/create .pdfs. Reader is the teaser for Acrobat (which I also like but Preview is free).

Thanks again.

At first I could not get Table of Content either on the MAC. This is because if you do a Print and Save as pdf, then you will not get a table of content. Under File and select Save to PDF. Save to PDF will allow ToC to show up. BTW, I am using TT for 2019 this year.

SteamTrain

1) the thumbnails vs TofC is a function of your PDF viewer and not the tax software. I can switch between thumbnails vs TofC by clicking on the icons in the left margin.....but I'm using an Acrobat reader.

2) 100 pages of thumbnails does sound like it's all forms & worksheets for your records. But you should still be able to create several PDF files form your original tax datafile with the Desktop software. Open the tax file and check the "File" menu pulldown for a "Save to PDF" selection that should have a series of sub-selections for how extensive a file you wish to create. But I'm really not familiar with MACs software menus. @macuser_22 ?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

macuser_22

Correct. Thumbnails or text is a function of the PDF reader and has nothing to do with TurboTax.

I use Adobe Acrobat DC and the top button is thumbnails and the arrow points to the test option.

pdf index.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

T

tomandjerry1

@macuser_22 You are correct. I was printing for my records and saving as PDF from that dialogue. As you and @Bao_CA have both pointed out, the solution is to go to the file menu and choose 'Save to PDF.' Mystery solved! Thanks for your inputs.

I'm going to fault Intuit here though because the dialogue they lead you thru after filing says:

"Here's how to save a copy of your return for your records.

Button("Print Returns")

This will print a copy of all your prepared returns ***with PDF options for your records.***"

Why wouldn't I assume based on this text that my PDF would have all the options I need?

Here is the screen shot:

Clearly saving a .pdf without ToC is a crippling option that's never-the-less part of the main path to finish your taxes for the year. The button should be changed to provide the ToC functionality.

Btw, I'm thinking on the Windows side, even saving to PDF from this print menu gives you a ToC but I can't test/verify that now.

Not sure what form of "save to PDF" from within a print menu you have in mind, but generally the resulting PDF will have bookmarks (a.k.a. "Table of Contents") only when the PDF is created by the originating document entity which understands where to put the bookmarks. On a Windows PC, using "Save as PDF" from within Chrome print, for example, or "Microsoft Print to PDF" will result in a PDF without any bookmarks.