1040 - Use SSN or EIN for File Name When Saving Returns to .PDF

By default, the software will use the Last Name (1040)/Business Name (Corp) when saving a PDF copy of the return. This article will guide you on how to set up the software to use the primary SSN or business EIN as the default file name.

When you print the document to .pdf, the program will specify the taxpayer's SSN or the business EIN as the default file name for .pdf files.