How do I access my previous years returns when they were filed by my soon to be ex as joint returns on his account? Forms were filed as married - filing jointly under his turbotax account
You'll need to sign in or create an account to connect with an expert.
You will need the UserID and Password for the TurboTax account to give you access to the tax returns.
To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Start the 2023 online tax return by entering some personal information then click on Tax Home on the left side of the screen.
On the Tax Home webpage -
Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)
If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created. TurboTax does not store online any returns completed using the desktop editions.
Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript
For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
I don't have those as it was filed by my ex. However, they are a joint returns and I am the co-filer so there must be a way for me to access the return that I am a party too.
@botoxrn wrote:
I don't have those as it was filed by my ex. However, they are a joint returns and I am the co-filer so there must be a way for me to access the return that I am a party too.
If you are sure that the TurboTax online editions were used then you will need to contact TurboTax support for assistance. They will need proof of who you are and your Social Security number.
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number...
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax
You should be able to get a copy from the IRS in your IRS account. And have your lawyer ask your ex for a copies.
@botoxrn wrote:
I don't have those as it was filed by my ex. However, they are a joint returns and I am the co-filer so there must be a way for me to access the return that I am a party too.
Specifically for Turbotax, you need to contact customer support. You may need to speak to the security department, and you may need to provide proof of identity.
You can also get transcripts from the IRS based on your name and SSN,
https://www.irs.gov/individuals/get-transcript
Or have your attorney get them from your ex's attorney. This should be routine in a divorce.
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