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tfrichards92
New Member

Is there a way to see previous AGI, Taxes Paid, etc as some sort of graph over the years?

 
1 Best answer

Accepted Solutions
AnthonyC
Level 7

Is there a way to see previous AGI, Taxes Paid, etc as some sort of graph over the years?

Yes, if you have been continuously using TurboTax there will be a worksheet in your file called a Tax History Report that shows the previous 5 years worth of tax information, such as AGI, deductions, tax rate, etc in a table format.  You will want to download the pdf of your return to view the worksheet if using the online program.  If you have the desktop, then you can find this in the Forms mode of your program.

*** I have added a screenshot at the bottom so you can see what it looks like and if this is what you are looking for - of course, it would have all 5 years filled out, my example just has the current year**

You can download your prior year return using the instructions below -

https://ttlc.intuit.com/replies/5574744


Of, if you have started this year already, you can use these instructions to download your current file -

https://ttlc.intuit.com/replies/3338601

View solution in original post

3 Replies
SweetieJean
Level 15

Is there a way to see previous AGI, Taxes Paid, etc as some sort of graph over the years?

Not a graph, just a table.
AnthonyC
Level 7

Is there a way to see previous AGI, Taxes Paid, etc as some sort of graph over the years?

Yes, if you have been continuously using TurboTax there will be a worksheet in your file called a Tax History Report that shows the previous 5 years worth of tax information, such as AGI, deductions, tax rate, etc in a table format.  You will want to download the pdf of your return to view the worksheet if using the online program.  If you have the desktop, then you can find this in the Forms mode of your program.

*** I have added a screenshot at the bottom so you can see what it looks like and if this is what you are looking for - of course, it would have all 5 years filled out, my example just has the current year**

You can download your prior year return using the instructions below -

https://ttlc.intuit.com/replies/5574744


Of, if you have started this year already, you can use these instructions to download your current file -

https://ttlc.intuit.com/replies/3338601

tfrichards92
New Member

Is there a way to see previous AGI, Taxes Paid, etc as some sort of graph over the years?

TurboTaxAnthony,  This is exactly what i was looking for.  I mean having it in .cvs or .xls would be more convenient but this breaks down all the summarized data I was looking for!  Awesome and Thanks again!
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