My cpa used Turbo tax and is now deceased. How can...
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
detez1
New Member

My cpa used Turbo tax and is now deceased. How can I get a copy of return from turbo tax?

 
4 Replies
xmasbaby0
Level 15

My cpa used Turbo tax and is now deceased. How can I get a copy of return from turbo tax?

Paid tax preparers are not allowed to use TurboTax unless they use the professional software.   You cannot access an account used by your accountant.   If you paid for someone to prepare a tax return for you he should have provided you with a paper copy of it.  

 

You can get a free transcript from the IRS:

 

https://www.irs.gov/individuals/get-transcript

 

Or you can pay the IRS $43 for an actual copy of your tax return which will include copies of your W-2’s     

https://www.irs.gov/pub/irs-pdf/f4506.pdf

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Opus 17
Level 15

My cpa used Turbo tax and is now deceased. How can I get a copy of return from turbo tax?

Turbotax is not licensed for use by professionals.  If the CPA used the personal version of turbotax installed on their own computer, Turbotax does not have copies of your returns.  You can get transcripts from the IRS. https://www.irs.gov/individuals/get-transcript

 

If the CPA used Turbotax Online, it might be possible to get that account reassigned to you, but you will have to fax in proof of your identity.

 

If the CPA used one of Intuit's professional products, you probably won't be able to get anything from the support phone number and will have to get your transcripts from the IRS. 

 

Use the contact form to get a customer support number.

https://support.turbotax.intuit.com/contact/

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
SweetieJean
Level 15

My cpa used Turbo tax and is now deceased. How can I get a copy of return from turbo tax?

You can also try contacting the Estate Administrator for your late CPA. 

Opus 17
Level 15

My cpa used Turbo tax and is now deceased. How can I get a copy of return from turbo tax?


@SweetieJean wrote:

You can also try contacting the Estate Administrator for your late CPA. 


Doctors and lawyers are supposed to have a plan to transfer their records to another professional in the event of their death or retirement.  CPAs might have the same rules, it would depend on the licensing requirements for CPAs in your state.  It's a good idea to at least ask.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
Dynamic AdsDynamic Ads
v
Privacy Settings