Is there a way to view expired information from my 2023 return? I am very late in filing and can't access previously entered information.

[sue6810]

I'm trying to complete my 2023 return (obviously very late). I cannot see any of the information my wife entered into TurboTax in 2023, but I can see that we paid for the tax product for our our return. I'm assuming this all expired because it is a new year, but also hoping not to have to start over.

[VolvoGirl]

You will need to download the .tax2023  file and switch to the Desktop program.

How to finish a return you started online
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-finish-a-prior-year-return-that-i-...

If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024.

After you get the program installed the first thing to do before you open the .tax file is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to FILE - NEW).

You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.

Then when you do file 2024 enter 0 for the 2023 AGI since you are filing 2023 late.