@ sam-cwfinancial wrote:
Where is last year's return? I lost everything, my computer and all my paperwork in a flood. I expected this to be in the cloud on TurboTax. I make small enough income to file for free, I'm not going to pay just to ask someone live. But it's not here. I'm using the same email address to log in as the email the order receipt was sent to. It's still in my inbox from last year. The help instructions say to go to my Documents and I can print it out or download a PDF. The only things there are my W2s. From this year and last year!
This answer assumes you used Online TurboTax for your 2023 return.
Have you started a 2024 online return yet? If not, that may be your problem. See the 2 scenarios I mention below. Do not use the Documents tab. That is not how to do it. The pathway to download the 2023 PDF or tax data file depends on whether or not you have started an online 2024 return. I provide both scenarios below, so choose which one is appropriate for your situation.
If you have not yet started a 2024 online return:
Sign in to your account. What you see next depends on whether or not you have already started a 2024 return in that account. If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account. If you haven't yet started a return, it will start asking you some questions. Answer those preliminary questions (you don't actually have to prepare a return), and then when you are far enough into the process the left menu column will change, and you'll then see a Tax Home option. Do not click the Documents tab. Instead, click on Tax Home. Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents". Expand that section and choose the past year you want. If your past returns are not shown there, then you may have multiple accounts and signed into the wrong one. If necessary, we can tell you how to troubleshoot.
If you have already started or finished a 2024 online return:
Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home. If not, click the Tax Home tab in the left column menu. Do not use the Documents tab. At the Tax Home scroll down and expand "Your Tax Returns & Documents."
