Hi,
I prefer not to use "easy," as it took me effort to grasp the process. However, once you get it, you'll likely say, "No Way!"
**To access .tax(year) files:**
1. Sign in to TurboTax with your original credentials.
2. Click on TAX HOME in the upper left corner.
3. Scroll to the bottom to find "Your Account" and "Your tax returns & documents."
4. Click the arrow next to "Your tax returns & documents."
5. This will expand to show all the years you've used TurboTax.
6. Select the year you want, e.g., 2023.
7. Click "Amend (change) 2023 return."
8. Click the arrow next to step 7 to choose online or download.
9. I recommend downloading for either WINDOWS or MAC.
10. Click continue; you won’t need to purchase the program.
11. The screen will show "You added these products" with a subtotal of $0.00.
12. Click continue three times.
13. Verify the year is correct on the "Great! Let's review your order" screen.
14. Click place order with a total of $0 due.
15. If successful, you'll see your License code—copy it for your records—and download the file.
16. The download will start; once finished, locate the file named Windows_PC_TurboTax_Download.exe or Mac.app.
17. Install the program; you're about 90% done.
18. After installation, upload your .tax* file.
19. Once uploaded, click AMEND.
20. In the upper right corner, select FORMS to access your complete tax file.
21. To save as a PDF, click PRINT, select Info Wks, and choose to save as PDF.
These steps will not AMEND the tax return, UNLESS you tell the program to SEND...so you just want to view, DO NOT HIT SEND.
You've completed the process; it took longer to write these instructions than to do it.
Best,
Tony.
