@ mi2andrew wrote:
Same here! I can't find the Tax History for the 2023 Tax Year
I can tell you how to get the 5-year Tax History report, but the method differs depending on whether you are using Online TurboTax or the desktop software (CD/download). Since I don't know which one you used, I'll tell you both methods.
Desktop software
Launch your program and open your return. Go into Forms Mode. In the left column list of forms, down near the bottom of the list of Federal forms, you should see a form called Tax History.
Online TurboTax
To see the 5-year Tax History and other extra pages, you need to get the larger PDF of the return with all the worksheets. For a 2023 return, at this point in tax season you'll have to do that in the Print Center inside the return interview.
If you log in and TurboTax thinks you were finished, you have to open the online return interview back up to get to the Print Center. If you have already filed, do not make any changes in the return when you open it back up. If you ever have to prepare an amended return, it has to start off exactly as filed.
For the current 2023 return, here's how to open the return interview back up if you've already filed, or if TurboTax thinks you were finished.
- Log in and at the Tax Home look for a link "Add a State."
- Click on "Add a State." (you don't really add one. That's just to open your return back up.)
- After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
- Then choose "Print, save, view this year's return."
- The next screen should offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
- The latter has the most pages, and is likely the one with the Tax History Report.
NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
