How can I address last year issues without paying for this year?

[heyyou11]

I paid for services last year, but it did not meet expectations (was not guided correctly to make an estimated payment when filing an extension and paid TurboTax, then a penalty, then interest). I want to take my business elsewhere, but I cannot manage to download my last year return. Articles and community posts for this say things like "select 'Your tax returns & documents.' on the second page". I don't have that option. Or "Select Documents from the menu". It's not in my documents tab. Or speaking to AI: "1. Go to Tax Home." Not an option for me. When I pointed this out "This can sometimes be found beneath or near the Intuit Account section or in a sidebar menu." like it's some scavenger hunt I should be pleased to play. I can't get a human to communicate with me to save my life based mainly on not wanting to pay for inferior services, but this just further drives home said "inferior services". Any help anywhere?

[xmasbaby0]

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 https://myturbotax.intuit.com/

Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbo...

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

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-...

Account Recovery

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-...

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/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VN...

You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

SAVE YOUR TAX RETURNS !

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbo...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbo...

In order to transfer a past year return to the new return you need the tax file

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-o...

NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.