Saving Your Return as a PDF File

The H&R Block software allows you to save your tax return as a PDF file. Having a copy of your tax return as a PDF (.pdf) file will allow you to view your return from outside of the program.

Note: The first time you choose to save your return as a PDF file, the program must install additional software in order for you to save and display your return in the PDF format. When prompted, click the Install PDF995  Software button and then double-click on the Install PDF Printer shortcut icon. Once the PDF software finishes installing, click the Close button.

Once you install the PDF software, follow the steps below to save your return in the PDF format.

To save your return as a PDF file from the File menu:

1. From the File menu, select Save As PDF. The program displays the Save As PDF dialog box.

2. Type a name for the PDF file in the Name field. The program assumes you are saving the PDF file to the default folder My Documents\HRBlock. If you want to save the file to a different folder, navigate to the folder using the Browse button.

3. Click OK.

To save your return as a PDF file before filing your return:

1. Click on the File tab.

2. Proceed through the screens until you reach  the Backup Your Entire Tax Return File screen.

3. Click the Save As PDF button. The Save As PDF dialog box opens.

4. Type a name for the PDF file in the Name field. The program assumes you are saving the PDF file to the default folder My Documents\HRBlock. If you want to save the file to a different folder, navigate to the folder using the Browse button.

5. Click OK.