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New Member
posted Oct 8, 2019 10:11:14 PM

I need to pay for a previous tax years turbo tax return how do I do that?

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5 Replies
Level 15
Oct 8, 2019 11:33:54 PM

@khourispice 

I assume it's tax year 2017 based on your other thread.

 

Was your 2017 return prepared with Online TurboTax?  If so, log in to your account and look in the section "Your Tax Returns & Documents."   Choose tax year 2017, and look for a link to download/print the PDF.   Do you find evidence of your return there OK, but when you try to download, does it ask you to pay?    If it was prepared in Free Edition last year, access will be locked.   If that's your situation, we can tell you how to pay to unlock your 2017 return.   The method to unlock it depends on what all you have done with your 2018 return.

 

If you have found the 2017 return, but access is locked, please answer all of the following:

 

  1. What is the story on your 2018 return--have you already filed a 2018 return in Online TurboTax, or is one still in preparation?  Or did you file elsewhere?
  2. Was the 2018 return prepared in Free Edition?
  3. Is the 2018 return in the SAME account as the 2017 online return?

 

We can tell you how to unlock a prior return once you answer all 3 questions above.

 

There's also a free option if a return transcript will suit your purpose.   You may be able to immediately download one at the IRS website if you qualify to open an IRS account there.  Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.
http://www.irs.gov/Individuals/Get-Transcript

New Member
Oct 9, 2019 5:01:24 AM

 

  • What is the story on your 2018 return--have you already filed a 2018 return in Online TurboTax, or is one still in preparation?  Or did you file elsewhere?  Filed on turbo tax
  • Was the 2018 return prepared in Free Edition? Yes
  • Is the 2018 return in the SAME account as the 2017 online return? Yes

 

Level 15
Oct 9, 2019 2:38:16 PM

@khourispice 

The following steps are how to open up your filed 2018 return, upgrade it to PLUS, and pay 19.99 to unlock a 2017 return that was prepared in Free Edition.

 

NOTE:  When you open your 2018 return back up, do not make any changes in it since it's already been filed.

 

  • Log in and go to "Your Tax Returns & Documents."  Click that line or on the word SHOW to expand that section.
  • Choose 2018 tax year.
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • Once the return is open, then go to the left menu column and click on Upgrade.
  • On the Upgrade screen choose PLUS.     CAUTION:  If PLUS is grayed out, that means you are already in PLUS.  Do NOT upgrade any farther than PLUS, or you'll have problems.
  • Once you are in PLUS, then you need to pay.
  • In the left menu column click on TAX TOOLS, then PRINT CENTER.
  • At the Print Center choose to "Print, save, view THIS  YEAR's return."   (Yes, you say "this year's" because you are paying for the 2018 return upgrade to unlock the 2017 return.)   You don't actually have to print the 2018 return.
  • It will then ask you to pay.  If the Order Summary appears OK (PLUS at 19.99), then choose PAY NOW.
  • You can pay by credit card or debit card (even though it only says "credit.")   If it should offer you the choice of paying later out of the Federal refund, that cannot be done for this purpose.  You have to choose PAY NOW.

 

NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.

New Member
Feb 29, 2020 3:31:54 PM

Your information was very helpful, however, I used a different email address to file the 2017 return and now cannot access it due to the account being deactivated. I have tried to recover that email account but have not been successful. Who would be the best person to help with that or the best number to call?

Intuit Alumni
Feb 29, 2020 3:37:26 PM

@rymah791 For assistance with this, you can call TurboTax and speak with an agent.  TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used.  So that we can direct your call to the best person/department to help you:

  1. Click on this link: Contact Us
  2. Select your TurboTax platform.  
  3. Ask your question / state your problem.  Do NOT use the word "refund' or you will get a phone number for tax refunds.
  4. Click Submit.
  5. On the next screen, choose the Call option and follow the instructions.  You will be given the approximate wait time.  

You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.

"Irene2805 Employee Tax Expert"