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Level 1
December 5, 2020
Question

How can i get a copy of my past returns i have filed with turbo tax? the help icon keeps telling me there is a document tab on the left side and there isn't one.

  • December 5, 2020
  • 7 replies
  • 20 views
i used to be able to login and download any year but now i can't. I went into the Intuit account, and it says it will take 45 days! Help please

    7 replies

    Critter-3
    Level 15
    December 5, 2020

    You have to access your account(s) using exactly the same account and user ID that were used to prepare the return.

     

    Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

     

    Account recovery

    https://myturbotax.intuit.com/account-recovery/

    https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

    Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

     

    https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

    https://ttlc.intuit.com/questions/1901535

    https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

    https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

     

    To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

     

    https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-this-year-in-turbo...

     

    SteamTrain
    Level 15
    December 5, 2020

    IF...big IF...if you are logged into the correct Online account, don't use the "Documents" selection on the left side.....try my directions here  (click on "Tax Home", then scroll down the Page  ) 

     

    https://ttlc.intuit.com/community/after-you-file/discussion/re-im-looking-to-see-my-2019-return-and-it-keeps-telling-me-to-go-to-the-menu-on-the-left-and-click/01/1750481/highlight/true#M450831

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    Critter-3
    Level 15
    December 5, 2020

    Many users fail to use the Docs service correctly ... this is not where prior year returns are housed it is only for uploading other docs for safekeeping ... and you can upload them for all the tax years you used the program in the past as well as the current tax year.   If users would avail themselves of this tool then they would have access to their tax docs like W-2 forms they are always searching for later on. 

     

    What is My Docs?

    My Docs (formerly TurboTax Vault) shows you any tax return you’ve filed in TurboTax Online, past or present, and lets you securely upload and keep all your tax-related documents in one place so you can easily access them when it comes time to do your taxes – or any time you want.

    You can store up to 100 MB of scanned receipts, payment confirmations, documentation – whatever you would otherwise keep in a shoebox or filing cabinet. You can even upload your TurboTax PDF and data file backups, as long as each individual upload doesn't exceed 5 MB.

    Related Information:

     

    SteamTrain
    Level 15
    December 5, 2020

    .....aaaaand, as noted in one of the links explaining MyDocs, those who use the "Free" version...they can't have anything in "Documents"  section unless they pay for PLUS.   so hundreds-of-thousands of TTX users get misdirected into attempting to use a selection they may not have .

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