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New Member
posted Jan 11, 2023 11:59:52 AM

My mortgage company is asking for a copy of my 2020 and 2021 tax returns. How do I download and send to them?

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4 Replies
Level 15
Jan 11, 2023 12:04:06 PM

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 

Start a 2022 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

 

To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

 

https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-this-year-in-turbotax-online

New Member
Jan 11, 2023 12:17:04 PM

Just to confirm... I have to print out each return and scan it? There is no way to download and send them a file or other digital solution? Thanks. Greg

Level 15
Jan 11, 2023 12:22:24 PM

It is not secure to email a tax return.   It would be safer to take it to  them in person or send the paper copy by certified mail.

Level 15
Jan 11, 2023 12:46:03 PM

You will download a PDF copy ... what you do with it is up to you however emailing an unprotected file is not wise.  Maybe the mortgage company has a secure portal you can upload it to ... ask them.