I need to see my return from 2013 and I can't get to it

[kfranz798]

I supposedly got an inheritance in 2013 and they said to check my tax return but it won't let me. I would have remembered a check like that!

[SteamTrain]

@kfranz798 

Sorry, for those who use the "online" TTX software, they only save back the last 7 years of PDF files that you can download to keep and print. 

Please, Please,  Pleaaasse. Save your tax return every year yourself, and print a copy to keep in a file drawer (or at least back up each year's PDF to a USB flash drive) .  Don't ever depend on TTX to ever keep it for you.

______

And if you are always using the "Desktop" software every year, then the copies are only on your computer, or in any backup storage drive/flashdrive you update for yourself every year.

[xmasbaby0]

Sorry  -- TurboTax and the IRS save returns for seven years.   A 2013 return is gone.

Not sure what is making you think you need to check to see if you got an inheritance in 2013.   Who is "they" that is telling you to check your tax return?   Did you receive a letter about it recently?   That could be a scam.   

[rjs]

Who are "they" who said to look at your 2013 tax return, and why are "they" asking now, 12 years later? You would not have reported an inheritance on your tax return. An inheritance is not taxable income, and is not reported on your tax return. So even if you could look at your 2013 tax return, and you did get an inheritance, the inheritance would not be on the tax return.

A tax professional can probably get a transcript of your 2013 tax return from the IRS, with your permission. A transcript lists the information from your tax return, but it is not an actual copy. It is not in the format of the actual forms. The IRS does save transcripts longer than 7 years.

[kfranz798]

It was from my Dad's major company after he passed. I had just become a widow, was talked into selling my house and moved into an apartment and had back surgery. It is now handled by NYL and they said I cashed it but I would have to see my 2013 return for the document. IRS doesn't offer that option and my bank says I will have to go to a branch and request they go to the back room as they took over my bank at the time. I would not have forgotten a check of this amount. I only have my records back to 2014, longer than the required 7 years. I'm now so disabled I have 24/7 care so running around isn't easy.

[kfranz798]

I just learned about the inheritance a few months ago and I changed my gmail address 5 years ago but have the former as a backup. Turbo tax won't let me use it.

[rjs]

You are wasting your time and effort trying to get a copy of your 2013 income tax return. The inheritance will not be on your tax return because you do not report an inheritance on your income tax return. The person who told you to look at the income tax return doesn't know much about income taxes.

If you don't have your bank statements or any other records from 2013, your best hope is to ask your bank if they have a record of the transaction. If they don't, ask NYL how they know that you cashed the check. Ask NYL to send you a copy of the front and back of the canceled check. The back of the check will show if you endorsed it, and what bank you deposited it in.