Can you still run a five year history report?

[van00]

There used to be a Tax History Report that would show filing data for the past 5 years.

[SteamTrain · Accepted solution]

It's still there.

1) "Desktop" software users can get immediate access to it in Forms Mode.

2) "Online' software users have to go to the Print Center in the left-side menu...then select the PDF option to save a PDF copy with ALL the forms and worksheets.  Then it's in that big PDF file.   If you've already e-filed, you'd have to click on Add a State to get back into your file to get to the Print Center (but be careful not to change anything in your actual file).   This assumes that you are still using the exact same Online account you used in all those prior years.

3) For prior years, 2022 and earlier, the Print Center isn't available...BUT...when the 2022 or earlier files were archived at the end of the tax season, they are only saved as the big PDF file with all the forms and worksheets, so a NEW PDF download of 2022 or earlier years, right now, will contain the 5yr (and 2yr) comparisons.