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How can I access my 2015 tax form without filing for 2016?

I paid $30 or so to file in 2015, and need to access my tax form.
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Accepted Solutions

How can I access my 2015 tax form without filing for 2016?

Was the 29.99 you paid in 2015 for a state return?   If it was for PLUS, then the 2015 return should not be locked.  So that was probably for a state return.

When you try to download your 2015 return, is access locked because it was prepared in Free Edition, and it tells you to upgrade to PLUS?

If the 2015 online return is locked because it was prepared in Free Edition, you have a couple of options.

You may be able to download a free 2015 tax return transcript at the IRS website below.  If you can't get the immediate download, you can order one to come by postal mail in 5-10 days.
http://www.irs.gov/Individuals/Get-Transcript

Or you can start a 2016 online Free Edition return in the same account as the 2015 return, then upgrade, and pay.  You only have to start the 2016 return long enough to upgrade and pay for it.  You don't actually have to complete and file the 2016 return if you don't need to.

NOTE:  Before paying, make sure you are seeing evidence of the 2015 return in the Tax Timeline of that same account.  Then here's how to proceed:

  • Log in and start a 2016 Free Edition return in the same account as the prior returns.  Or if you have already started one, then continue it ("Take me to my return.")
  • Once you are past the blue "Simple and accurate" screen, there should be an Upgrade link at the top.
  • Click on Upgrade and choose PLUS (29.99). It may ask you to complete a little info in the Personal Info section.
  • Once you are upgraded to PLUS, you need to pay for it.
  • While the return is still open, click at the top on MY ACCOUNT, then choose PRINT CENTER.
  • Then choose "Print/save/preview this year's return."  (Yes, you say "this year's.") You won't actually have to print it.
  • It should then prompt you for payment by credit or debit card.
NOTE:  If it should offer you the option to pay later out of the Federal refund, that can't be used for this unlocking purpose.  You will need to pay now by credit/debit card.

View solution in original post

1 Reply

How can I access my 2015 tax form without filing for 2016?

Was the 29.99 you paid in 2015 for a state return?   If it was for PLUS, then the 2015 return should not be locked.  So that was probably for a state return.

When you try to download your 2015 return, is access locked because it was prepared in Free Edition, and it tells you to upgrade to PLUS?

If the 2015 online return is locked because it was prepared in Free Edition, you have a couple of options.

You may be able to download a free 2015 tax return transcript at the IRS website below.  If you can't get the immediate download, you can order one to come by postal mail in 5-10 days.
http://www.irs.gov/Individuals/Get-Transcript

Or you can start a 2016 online Free Edition return in the same account as the 2015 return, then upgrade, and pay.  You only have to start the 2016 return long enough to upgrade and pay for it.  You don't actually have to complete and file the 2016 return if you don't need to.

NOTE:  Before paying, make sure you are seeing evidence of the 2015 return in the Tax Timeline of that same account.  Then here's how to proceed:

  • Log in and start a 2016 Free Edition return in the same account as the prior returns.  Or if you have already started one, then continue it ("Take me to my return.")
  • Once you are past the blue "Simple and accurate" screen, there should be an Upgrade link at the top.
  • Click on Upgrade and choose PLUS (29.99). It may ask you to complete a little info in the Personal Info section.
  • Once you are upgraded to PLUS, you need to pay for it.
  • While the return is still open, click at the top on MY ACCOUNT, then choose PRINT CENTER.
  • Then choose "Print/save/preview this year's return."  (Yes, you say "this year's.") You won't actually have to print it.
  • It should then prompt you for payment by credit or debit card.
NOTE:  If it should offer you the option to pay later out of the Federal refund, that can't be used for this unlocking purpose.  You will need to pay now by credit/debit card.

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