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Level 2
February 14, 2020
Question

Previous Tax Year Assessment

I received a "Notice of Proposed Assessment" from my state taxes for tax year 2015. I have always used Turbo Tax, how do I protest this, or what are my options? Will TurboTax help me figure this out? 

    4 replies

    Level 2
    February 14, 2020

    Also, how do I get a copy of my 2015 taxes from turbo tax? I was involved in the 2017 California wildfires and lost everything so I no longer have a hard copy of that year.

    Level 13
    February 14, 2020

    You can access your prior year returns using the Documents tab in the navigation. 

    • When you sign in, make sure you're using the same TurboTax account (with the same username) as in prior years.
    • Select Documents from the navigation when it appears.
    • Use the drop-down menu at the top of the screen to choose the tax year you want and then select Download PDF.

    Click on the TurboTax link, listed below, to learn more on how to access your current and prior year's tax return

    https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010#M746

     

     

    Please click this link to learn from the community how to handle a "Notice of Proposed Assessment."  https://ttlc.intuit.com/community/state-taxes/discussion/2015-ca-state-tax-notice-of-proposed-assessment/01/956687#M39691

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    Level 2
    February 14, 2020

    Thank you for the response. I don't see a navigation or Documents anywhere, are you talking about when I'm signed in online like I am now, correct? Also, that link to the discusses was nice, but it still doesn't answer my question on how to handle it or if Turbo Tax assists with such a thing. 

    ReginaM
    Alumni - Intuit
    February 14, 2020

    Here is where you can find your documents:

     

     

    After selecting Documents, you will see this screen,

     

     

    If you purchased Audit Defense through TurboTax when you prepared your returns, then TurboTax could help you in this matter.  

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