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I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

 
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5 Replies
MichelleLO
Intuit Alumni

I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

Are you referring to the two-year comparison?  If so, please click here and try the steps provided by ReginaM in this Community thread to view your two-year comparison.

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Tmx
Level 1

I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

No, it's the 5-year comparison. On "Tools / Tax History", the 2022 edition of TurboTax is showing a barchart report with vastly less information. The old tabular report showed details comparing income, AGI, taxable income, deductions, interest income, capital gains... It was a great report. The new barchart is pretty but less useful.

I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

@Tmx 

 

The same instructions linked to by @MichelleLO work for getting the 5yr History comparison....for a 2022 tax return, right now, you have to go thru the Print Center to get a PDF of all Forms and backup worksheets.

__________

Of course, this also assumes you have used TTX every year, and successfully transferred the prior year's data into the next one every year without a gap.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
Tmx
Level 1

I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

That worked, thank you. It is REALLY buried though - even had to hunt for it in the pdf file - the page is called "Tax History Report" instead of "5-Year Comparison", and just to be more confusing, there's another page called "Two-Year Comparison" further down in the pdf.

 

It's sad that TurboTax now makes you jump through hoops to see this information instead of just displaying it on a screen in the application like they had done for so many years.

I did not see a 'Tax History Report' in my 2022 return. Why is that not there, as it was in years past

I,too, had the same problem but was able to find it with the advice given here ( to look at the printed copy of all forms and worksheets). Agree it is buried, and was more obvious in prior years

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