How do I see a multi-year tax summary? Within Tax Tools > Tax Summary, I only see 2021 info.

[susanreckman]

I filed with Turbo Tax Online in 2021 and 2012-2019. I used an external accountant in 2020 and uploaded that return within the TurboTax 2020 Documents section.

I don't mind manually adding the 2020 information in the tax summary, but I can't figure out how to do so.

I would have at least expected the 2019 Turbo Tax return info to have pulled into a summary.

I don't see a summary page generated at all in the export.

[MichelleLO]

You can find the Tax History Report in your downloaded/printed tax return. You will want to make sure you select to Print all forms and worksheets. 

How do I get a copy of a return I filed this year in TurboTax Online?

[susanreckman]

Can you please provide navigation info? After I file, within Tax Home, how do I navigate to where you are referring? 

[MichelleLO]

Click on this link: How do I get a copy of a return I filed this year in TurboTax Online?  There is a video to show you how to print your return. Once you have successfully downloaded your return. Open the PDF and scroll through until you see Tax History Report. That is where you will find the 5-year tax history.

[susanreckman]

I followed these instructions and there is no tax history generated. 

[DoninGA]

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@susanreckman wrote:

I followed these instructions and there is no tax history generated. 

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Try this procedure -

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

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2021 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

[susanreckman]

Thank you, this worked - I can at least see the worksheets now ... however, all years prior to 2021 are blank. I filed with Turbo Tax in 2017-2019, and I also uploaded by 2020 return to Turbo Tax. How do I get that information to flow through? I don't mind manually entering 2020 if needed, but I don't know how to do so.

[DoninGA]

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@susanreckman wrote:

Thank you, this worked - I can at least see the worksheets now ... however, all years prior to 2021 are blank. I filed with Turbo Tax in 2017-2019, and I also uploaded by 2020 return to Turbo Tax. How do I get that information to flow through? I don't mind manually entering 2020 if needed, but I don't know how to do so.

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For the prior tax years did you use the TurboTax desktop CD/Download editions to file the tax returns or did you use the TurboTax online web based editions?  If the online editions, did you sign onto the 2021 online account with the exact same User ID you used for the prior year online accounts?

[susanreckman]

I used TurboTax Online for 2017-2019 and 2021. Yes, same login. Thanks for your help. 

[IHaveABigQuestion]

In the 5-year Tax History Report, can you tell me what the "Total Credits" line is for? I have amounts there the last 4 years but nothing this year. I just want to know exactly what that correlates to in case I have forgotten to do something.

[susanreckman]

Hi, Michelle. I was able to pull up the worksheet, but 2017-2020 are blank. I filed with Turbo Tax Online in 2017-2019, so I'd at least expect that to show up. How can I get that information to pull in. I used an accountant in 2020, and I uploaded the return -- so how do I get that to pull in (or manually enter) as well?