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Tax return confirmations

Generate acceptance confirmations and filing summaries in the TurboTax and FreeTaxUSA layouts. Each confirmation is produced automatically alongside a tax return, or standalone from the same filing details, refund or balance-due amounts and direct-deposit account.

Document configuration and export

Paired with every generated tax return

Selecting a tax return adds its confirmation sheet to the same batch. Both documents share the filing figure, identity and dates, and the confirmation template follows the return year unless another layout is chosen.

Acceptance state and refund route

The status line, refund or balance-due sentence, arrival window and direct-deposit references all derive from the illustrated figure. A refund shows the masked account, while a balance due removes the deposit route.

Standalone generation

A confirmation can also be generated alone for a profile, with its own filing details and amounts. The layout, status, dates and account references stay configurable from the generation form.

Configuration options

  • Taxpayer identity, address and masked SSN from the profile
  • Filing status, form year and acceptance status
  • Refund or balance-due amount and settlement route
  • Masked direct-deposit routing and account numbers
  • Submission, acceptance and estimated arrival dates
  • Preparer, provider and signature references
  • Optional pairing with the matching tax-return document

Available layouts

  • TurboTax 2025 File by Mail Summary
  • FreeTaxUSA 2025 Acceptance Confirmation
  • FreeTaxUSA 2024 Acceptance Confirmation

How to generate a document

  1. Choose a tax return and a profile, or pick a confirmation layout on its own.
  2. Set the filing status, return figure, acceptance status and direct-deposit account.
  3. Generate the batch and open the paired confirmation beside the return.
  4. Review the acceptance block and download the sample PDF.

Document questions

Does a confirmation require a tax return?

No. A confirmation renders standalone from its own inputs. When it is created with a tax return it takes the return year and figures and stays linked to that document.

Which figures does the confirmation show?

Whichever outcome the return produces: an accepted refund with a masked deposit account, or a balance due with its settlement sentence. Dates follow the submission and acceptance timeline, not the generation date.

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