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Returning Member
posted Dec 2, 2023 1:05:20 PM

How long does TurboTax save progress online for previous year's incomplete tax return after filing an extension?

How long does TurboTax save progress online for previous year's incomplete tax return after filing an extension?

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2 Replies
Level 15
Dec 2, 2023 1:14:44 PM

TurboTax maintains online tax returns for the past seven years.

 

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 .tax file

 

See this TurboTax support FAQ for completing a tax return originally started using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-retu...

 

If you purchased one of the prior year TurboTax online editions (2022 thru 2020) with a credit card contact TurboTax support so they can push a prior year installation file to your download account at no charge.

 

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

 

A prior year tax return can only be printed and mailed using TurboTax, it cannot be e-filed.

Level 15
Dec 2, 2023 2:13:32 PM

To file a return for a prior tax year

 If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

 

Remember to prepare your state return as well—if you live in a state that has a state income tax.

 

https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/0... 

 

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

 

Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.

 

If you are getting a refund, there is not a penalty for filing past the deadline.  If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.

 

 

See this TurboTax support FAQ for completing a tax return originally started with the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/finish-prior-year-retu...

 

If you paid for the TurboTax 2022 online edition with a credit card you will need to contact TurboTax support  so they can push a 2022 installation file to your download account.

 

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632