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New Member
posted Jul 25, 2024 1:23:44 PM

How does one get access to a previous year's Carryover worksheets via Turbo Tax.?

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2 Replies
Level 15
Jul 25, 2024 1:26:05 PM

The worksheet will be included in the PDF download for prior tax years if you used the TurboTax online editions of either Deluxe, Premier or Self-employed.

 

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 2023 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 and Click on Download/print return (PDF)

 

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.

New Member
Jul 28, 2024 11:23:57 AM

It turns out, the actual method is to choose Amend your previous year's Taxes, then opening the worksheets allows you to download and view the worksheets that are not part of the smaller summary.