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I need to find a copy of last year's Simplified Method worksheet for my annuity (in my Intuit tax file from last year). Where is it in my Intuit docs?

The amounts from last year are needed to bring through to this year.
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3 Replies
SharonD007
Employee Tax Expert

I need to find a copy of last year's Simplified Method worksheet for my annuity (in my Intuit tax file from last year). Where is it in my Intuit docs?

Follow the steps below to print your prior-year tax return (including the government worksheets) using TurboTax Online;

 

  1. Sign in to your account
  2. Select the down arrow by Your tax returns and documents 
  3. Select the year of the tax return that you want to print
  4. Select Download/Print (PDF) your federal and/or state tax return(s)
  5. Select Include government and TurboTax worksheets. You will be able to view your Simplified Method Worksheet when you print or view your return. 

For additional info, review the TurboTax article: How do I view, download, or print a prior-year tax return?

 

 

 

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Bjmac02
New Member

I need to find a copy of last year's Simplified Method worksheet for my annuity (in my Intuit tax file from last year). Where is it in my Intuit docs?

I need a copy of last years tax forms, NOT 2015.  What is the problem?

LindaS5247
Employee Tax Expert

I need to find a copy of last year's Simplified Method worksheet for my annuity (in my Intuit tax file from last year). Where is it in my Intuit docs?

You can use the instructions below (and as given by SharonD007 above), to get a copy of your 2024 tax return:

 

For TurboTax Online:

  1. Sign in to your TurboTax account
  2. Pick up where you left off
  3. In your left panel select "Tax Home"
  4. Select "Your Tax Returns & Documents"
  5. Select the tax year you want (i.e. Select 2024)
  6. Select "Download/Print return"

 

For TurboTax Desktop:

Your tax return will be saved on your computer if you used TurboTax to prepare your 2024 tax return.

 

You can request a copy of your tax return from the IRS using this link: IRS Tax Return Transcript

 

 

Click here for "How do I view, download, or print a prior-year tax return?"

 

Click here for "Video: How to Recover Past Tax Returns"

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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