Hey, y'all! I cannot access my TY2020 documents. I have gone through enough posts about this to earn the "Read 5 posts" and "Read 100 posts" badges in the span of a few hours. Troubleshooting Q's I've found along the way and their A's:
- "Are you sure you didn't use the Desktop version?"
- Yes, https://accounts-tax.intuit.com/app/account-manager/productsBilling/turbotax?aid=tt&prgn=US&rgn=US&a... shows that I purchased the Online version.
- The TurboTax website has an order number and an order status of Payment Completed.
- I also checked my PC just in case
- For anyone looking at this in the future, I highly suggest you use a program called "Everything" by voidtools for searching in Windows. It's leagues ahead of standard Windows search in terms of time. (milliseconds for Everything, minutes for Windows)
- "Make sure you're signed in under the same account. An email can have multiple accounts. Use the account recovery tool to get a list of all accounts."
- I entered my email into the account recovery tool, but it did not provide any list of accounts. Instead, it just asked me to reset my password and signed me into the account I've been using.
- I entered my email without the domain to login. No luck.
- I entered my phone number to login. Still used the same account.
- Clicking Try something else and entering my details does the same, asking me to reset my password and only providing one account.
- My zip code has changed since the return was filed, so... Clicking Try something else and entering my details but with the zip code of where I lived when the return was filed returned that there were no accounts with such details.
- "Did you use Mint to login to TurboTax? Intuit's acquisition of Mint left accounts in a bad state where they were considered to be different accounts in the same email"
- I don't think so. That's a pretty roundabout way to get to TurboTax for every time one would need to update it. But that doesn't mean it's not possible. However, as stated below, I can see the purchase for it in the account. I just can't see the documents.
- "In your account, click Tax Home, then scroll down to Your Tax Returns & Documents, then select 2020. Click Download/print return (PDF)"
- Of the years 2018 - 2023, only 2020 does not say "ACCEPTED" for State nor Federal and only 2020 has no docs. I can see the download for the other years, so it's not like I'm looking in the wrong place.
- 2020 does show that I did a federal tax return and state tax return, there is a View order details link that takes me to the receipt. However, the API response to the GET request shows the status is TAX_RETURN_STARTED_NOT_COMPLETED
- "Are you sure you filed your taxes?"
- Yep. I have emails saying that both my state and federal taxes were accepted.
- "Enter some basic details into this year's return to get the side bar to appear"
- Side bar is there and I'm pretty sure this only applies to the beginning of the year when you haven't started the previous year's taxes.
- This one I saw in several places, so while I don't think it applies anyway since it's November, since this is kinda turning into a compendium of troubleshooting steps, I figured I'd include it.
Sanity check: If you have 2 accounts on the same email and you used a different account than normal (acct2) to purchase one year's tax service, that would mean that acct1 would not have any info regarding the year that acct2 made the purchase, no? Different accounts, even on the same email, shouldn't have any documents from the other.
Anything anyone can think of to point me in the right direction? Thank you!
