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pattema2
New Member

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

I need to backtrack on where some numbers in my return came from (have misplaced my workbook) so need the questions and answers to get the split of income between myself and my wife.
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How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

Call in and ask.  I think they should give you the Desktop download since you paid for the Online version but you probably need to get a support rep who knows they can give it to you.  

 

How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

Window System Requirements
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...


Mac System Requirements
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...

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5 Replies

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

The only way to see what you entered into a prior year online return, would be to download the .tax2021 file and install the 2021 Desktop program to open it. You can use this article on How to finish a prior year to download the .tax2021 file.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-...

pattema2
New Member

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

Thank VolvoGirl - but how do you get the desktop program if you paid for the web version?  I'm hoping I don't have to pay again just because I took advantage of Turbotax's online version?

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

Call in and ask.  I think they should give you the Desktop download since you paid for the Online version but you probably need to get a support rep who knows they can give it to you.  

 

How to contact Turbo Tax
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

What is the Turbo Tax phone number
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

Window System Requirements
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...


Mac System Requirements
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-...

pattema2
New Member

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

Thanks VolvoGirl - tried calling before and the bot couldn't identify my account (the same one I logged in with) so directed me back to the online bot which directed me to the Community!  Oh well, will try again.  Thanks for your time, timely response and help with this.

How do you access your prior year tax questionnaire? I.e., not the prior year return which is relatively straight forward, but the questions and your responses?

as you prepare your return with TurboTax, TurboTax does not record your answers, amounts and selections for review at a later time.

 

@pattema2 

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