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bakinrabbi
New Member

The document option on the left side of the screen is missing. I am unable to access my previous years returns. How I do i access my prior year transcripts?

I am trying to access my previous years tax returns but the document option is not available at the website
2 Replies
DoninGA
Level 15

The document option on the left side of the screen is missing. I am unable to access my previous years returns. How I do i access my prior year transcripts?

You have to sign onto your 2019 online account using the exact same User ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the User ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your 2019 account, then use the option shown in blue on the account recovery website, "Try something else"

 

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.

 

To access your prior year tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

 

OR -

 

You may have to start a 2020 tax return before the links on the Tax Home web page become available.  In that case start the 2020 tax return with the User ID you used for the 2019 return.  Once some basic information has been transferred over, Tax Home should be visible on the left column.  Click on Tax Home and then the other links will be shown as in this screenshot.

 

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/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)

Prior Year Online PDF Download.JPG

 

SteamTrain
Level 15

The document option on the left side of the screen is missing. I am unable to access my previous years returns. How I do i access my prior year transcripts?

If you have not done so....start the 2020- tax return first...then click on "Tax Home" then scroll down the page instead.... and do not bother with looking for "Documents".

_________________________

 

Full details though:

 

1)   IF you used the CD/Desktop software last year, then the only copy is on that computer's hard drive, or in any backups you made.

 

2)  IF you used the Online software, then you must be logged into the 'Exact-Same" account you used in those prior years.

 

3)  IF you are logged into the proper Online account, you may need to start thru the initial stages of the 2020 tax return interview, so that you can get the left-side menu selections to show up...once you do that:

 

For any prior years tax forms......( 2019 is now loaded into the prior years section )

 

 ....... click on Tax Home

..............Scroll down to the bottom of the screen and on the section Your tax returns & documents 

.....................click on Show

.............................Click on the Year and then Click on Download/print return (PDF)

___________________________________________

 

PriorYearDocs_1.png

*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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