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I can't access my 2022 tax return document. Please help

How do you access prior years tax returns?
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I can't access my 2022 tax return document. Please help

If you used Online TurboTax to prepare the 2022 return, here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  The pathway to download the PDF depends on whether or not you have filed/started an online 2023 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   NOTE:  Any return prepared in the desktop version (CD/download) will not be in an Online TurboTax account.

 

If you have not yet started/filed a 2023 return:

Sign in to your account.   What you see next depends on whether or not you have already started a 2023 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2023 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions (you don't actually have to prepare a return), and then when far enough into the process the left menu column will change, and you'll see a Tax Home option.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.

 

If you have already started/filed a 2023 return:

On the other hand, if you log in, and if you've already started a 2023 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.

 

How to look for multiple accounts:

You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.

 

To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access.

NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session.

https://myturbotax.intuit.com/account-recovery

If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:

Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

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