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New Member
posted Dec 9, 2024 6:33:15 AM

How do I gain access to my 2022 and 2023 filed tax reports from my Turbo Tax account? I neglected to save them to my computer nor did I print copies.

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3 Replies
Level 15
Dec 9, 2024 6:35:10 AM

  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.

 

Start a 2024 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/01/27010

 

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

 

Account Recovery

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

 

 

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

 

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/1901659-find-your-tax-data-file-in-mac

 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=lro5b507

 

 

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/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pdf-file

 

https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-for-windows

 

 

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

 

 

Level 3
Feb 4, 2025 6:08:25 PM

I completed and successfully submitted both the 2023 1065 and 1041 federal tax returns in 2024 using TT Business desktop.  I purchased the 2024 Business Desktop product and downloaded the product.  When I opened it, it asked which return I wanted to start and gave me both the 1065 and 1041 return options.  I selected the 1065 option and the applicable information from my 2023 return was downloaded to the 2024 return.

I had a question and wanted to check my 2023 return. When I attempted to open the 2023 return, TT stated they could not find the file and had a link to find the file.  I selected the back-up pdf and got this popup:

We’re having trouble opening your file.  You can try using your back-up file instead. You’ll find instructions on how to open your back-up file in the link below. Error: 102346

My Bitdefender security software will not let me connect to the link, support.turbotax.com, stating that the site is totally insecure.  

I open TT and found a link that stated I "can download a PDF of last year’s return right in TurboTax". When I click on the Show Me How, it takes me to another site that states:

There are two ways to get your prior-year returns:

  1. Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
  2. On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

Neither way works to download a pdf of my prior year returns.

TT claims their products can read a pdf but won't read the one I have on my desktop. I'm very frustrated.

Level 15
Feb 4, 2025 6:17:26 PM

You cannot open the 2023 tax return using the 2024 Business Edition software.  The 2023 tax data file can only be opened by the 2023 Business Edition.

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.