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New Member
posted Dec 13, 2024 10:14:21 AM

How do I get past this "We're glad you are here"? I want to down load my 2023 tax file for use doing my 2024 return.

How do I download 2023 Income tax return?

0 6 4717
6 Replies
Level 15
Dec 13, 2024 10:15:47 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 15
Dec 13, 2024 10:16:27 AM

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

 

Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.

 

On the Tax Home webpage -

Scroll down to the section Your tax returns & documents.  Click on the Year 2023 and Click on Download/print return (PDF) or Download .tax file

New Member
Dec 16, 2024 6:20:55 AM

I have a ODG turbotax file that my computer cannot open.  How do I open this file?  I have a pdf file and a copy of my 2023 income tax return.  What are computers for if you have to continue to input the data two times?

 

Doug

Level 15
Dec 16, 2024 6:37:31 AM

@dougAllen43 If you want to transfer the 2023 online tax data file to the 2024 desktop tax return you only need to download the tax data file.  The 2023 tax data file will have a file extension of .tax2023.

 

When you start a new 2024 tax return using the desktop editions, the TurboTax software will search for all 2023 tax data files on your computer.  If the tax data file is not listed then you will need to browse to the location where you downloaded the file.  That is all you need to do.  There are no other files to transfer or update.

New Member
Feb 2, 2025 6:09:45 PM

how do I retrieve the forms? federal and state for 2023 filing

Expert Alumni
Feb 2, 2025 7:10:32 PM

To access a copy of your 2023 tax return, follow these steps in TurboTax:

 

  1. Sign in to TurboTax
  2. Select Tax Home
  3. Select Tax Returns & Documents
  4. Select the 2024 Tax Return