TO UPGRADE AND PAY TO UNLOCK THE PRIOR YEAR
RETURNS ... PICK YOUR SITUATION BELOW
If you
have already filed the 2016 online return
-
When you sign onto your online account and are on
the Welcome Home screen, it may
open in the Tax Timeline screen. If not, then click at the top left
on MY TURBOTAX, then choose MY TAX TIMELINE. When you are
on your 2016 tax timeline, under the section for SOME THINGS YOU
CAN DO, click on Add a state (you will not be actually adding
a state). This will get you into your 2016 online tax return that you
filed.
Click Upgrade,
located near the top of your screen. In the pop-up window, scroll down to
the bottom, select TurboTax Plus, and click the Upgrade Now button. (Note - if the Plus edition is
grayed out then you are already using the Plus edition or better)
To pay for the upgrade so you can access your prior year tax returns,
assuming that you signed onto your 2016 account with the exact same user ID you used
for the prior returns -
To pay the TurboTax online account fees by credit card, click on My Account at the top of the online program
screen. Then click on Print
Center. Then click on Print,
save or preview this year's return. On the next page, to pay
by credit card, click Continue.
On the next screen just click on the Continue button. The next screen will ask
for all your credit card information so you can pay for the account.
If
you have not yet filed the 2016 online return and are working from
within the 2016 online return -
Click Upgrade,
located near the top of your screen. In the pop-up window, scroll down to
the bottom, select TurboTax Plus, and click the Upgrade Now button. (Note - if the Plus edition is grayed out then you are already using
the Plus edition or better)
To pay for the upgrade so you can access your prior year tax returns,
assuming that you signed onto your 2016 account with the exact same user ID you used
for the prior returns -
To pay the TurboTax online account fees by credit card, without
completing the 2016 return at this time, click on My Account at
the top of the online program screen. Then click on Print Center.
Then click on Print, save or preview this year's return.
On the next page, to pay by credit card, click Continue.
On the next screen just click on the Continue button.
The next screen will ask for all your credit card information so you can
pay for the account.
If you have not started the 2016 return or you will not be using the
2016 program-
You have to start a 2016 return using the Free
edition from this website - https://turbotax.intuit.com/personal-taxes/online/
(If you already have the PLUS version
or better chosen then you can skip the upgrade and go straight to the payment
instructions)
You must enter some basic personal information in the Personal
Info section of the program. Click Upgrade, located near the top
of your screen. In the pop-up window, scroll down to the bottom, select TurboTax
Plus, and click the Upgrade
Now button. If you want
to include a state program with your order click on State Taxes and complete
some of the state section.
To pay for the upgrade so you can
access your prior year tax returns, assuming that you signed onto your 2016
account with the exact same user ID you used for the prior returns -
To pay the TurboTax online account fees by credit card, without
completing the 2016 return at this time, click on My Account at the top of the online program
screen. Then click on Print
Center. Then click on Print,
save or preview this year's return. On the next page, to pay
by credit card, click Continue.
On the next screen it will ask if you want Audit Defense, if you do not
want this option just click on the Continue button.
The next screen will ask for all your credit card information so you can
pay for the account.
TurboTax does not have
a copy of the W-2. It would have a Wage and Tax Statement worksheet that
emulates a W-2 and is populated with your entries or the imported information.
The worksheet would be included in the PDF of the tax return if you
downloaded the PDF to include All forms and worksheets in the tax year the
return was completed.
If you cannot obtain
the W-2 from your employer, then for a fee of $86 you can get a complete copy
of a W-2 from the Social Security Administration - https://faq.ssa.gov/ics/support/KBAnswer.asp?questionID=3836
You can get a free Wage
and Income transcript from the IRS by completing a Form 4506-T (however it will
not have the state information on it) - http://www.irs.gov/pub/irs-pdf/f4506t.pdf
See this IRS website
for transcripts - http://www.irs.gov/Individuals/Get-Transcript
For a fee of $50 you
can get a complete federal tax return to include copies of W-2's from the IRS
by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
See this IRS Tax Topic
- http://www.irs.gov/taxtopics/tc159.html
