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New Member
posted Feb 5, 2025 9:18:57 AM

I need a copy of my 2023 tax return for a house purchase?

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2 Replies
Expert Alumni
Feb 5, 2025 9:21:04 AM

Yes, you can get your 2023 tax return provided you used TurboTax last year

  • You will have to use your original ID and Password.
  • You can get the TurboTax software at TurboTax Online.

Sign in to TurboTax. 

  1. On the Tax Home screen,
  2. Scroll down to Your tax returns & documents
  3. Choose the year you want 
  4. Select the year you want,
  5. Click on Download/print return (PDF).

If you've started your return already

Sign in to your TurboTax account. 

  1. Make sure you're using the same TurboTax account (same user ID) as in previous years.
  2. There are two ways to get your prior-year returns.
    1. Select Documents from the side menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
    2. From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

For more information go to How do I view, download, or print a prior-year tax return?

Level 15
Feb 5, 2025 9:21:18 AM

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 

 https://myturbotax.intuit.com/

 

Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx

 

Account Recovery

 

 

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei

 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0

You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

 

 

 

SAVE YOUR TAX RETURNS !

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526

 

 

In order to transfer a past year return to the new return you need the tax file

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl

 

NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.