I need to amend my 2017 tax return that I prepared online. I downloaded the desktop program, and now I need to download my .tax file. When I try to download it, it says I didn't file last year and it won't let me download the file. I actually got married last year and filed my wife and I's taxes via her account.
Is there any way to access that file? If I purchase 2020 turbotax will that give me access? I really don't want to have to re-prepare that whole return just to amend it.
You have to sign onto your 2017 online account using the exact same User ID you used to create the online account.
Close all TurboTax windows on your web browser (including this one). Copy and paste the account recovery website link onto a new web browser window and run the tool.
Use this TurboTax account recovery website to get a list of all the User ID's for an email address. Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery
If none of the user ID's received will access your 2017 account, then use the option shown in blue on the account recovery website, "
Try something else
"
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
To access your prior year tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF) or Download .tax file
OR -
You may have to start a 2020 tax return before the links on the Tax Home web page become available. In that case start the 2020 tax return with the User ID you used for the 2017 return. Once some basic information has been transferred over, Tax Home should be visible on the left column. Click on Tax Home and then the other links will be shown as in this screenshot.
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/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF) or Download .tax file
I have access to the 2017 return. I got to where it says "Download .tax file" but when I click it, it says that I can't download it because I didn't file with TurboTax last year. I did file with TurboTax last year, but it was my wife's account.
I'm hoping that if I buy TurboTax 2020 it will let me download the file.
@jcfarris1 wrote:
I have access to the 2017 return. I got to where it says "Download .tax file" but when I click it, it says that I can't download it because I didn't file with TurboTax last year. I did file with TurboTax last year, but it was my wife's account.
I'm hoping that if I buy TurboTax 2020 it will let me download the file.
You have to sign on with her User ID and Password