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What should I keep in a source-linked result PDF?

Check that a saved result PDF preserves its tax year, sources, review date, assumptions, and limitations.

Not tax-year specific. This working tool is available to use, but this page is not included in search results until its standalone guide passes the content and review gate.

Read the Tax preparation and records guide

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The PDF comes from the visible complete result. It is preparation material, not a filed return.

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