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New Member
posted Jul 9, 2019 11:42:29 AM

How can I see prior years tables and plots of selected return data?

For example, AGI from 2011-2018.  Or Schedule C income. Or Mortgage Deduction.  I'd like to be able to select one or more items from prior years returns and see a table (or plot) of those values, by year.  Can TurboTax do this or do I have to go into each return and pull out the numbers myself?

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3 Replies
Level 15
Jul 9, 2019 12:28:30 PM

You have to do it yourself. TurboTax does not have any facility to plot values year-by-year as you are asking for.

Level 15
Jul 9, 2019 12:28:50 PM

TurboTax cannot do that for you.  You would have to look up each value from your prior year tax returns and create tables or plots yourself. 

New Member
Jul 9, 2019 1:45:35 PM

Wow - you'd think in this era of BI and tools like Tableau that this type of thing would be pretty common by now.  This is harder for users to do from the outside, since you have to go into each form and find the entry, whereas TT has it all in a database with fields and records.  And it's not a significant effort.  Can we make the suggestion to Intuit?