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Get your taxes done using TurboTax
@ mydogsmom asked: "When I open TurboTax online, there is NO "Documents" category. The only thing that opens in TurboTax online now is to start a new 2020 return. Is there ANY way I can get that 2019 info from Turbo Tax and then transfer it to my 2019 software?"
If you're returning to Online TurboTax for the first time this tax season, the tabs for Tax Home and Documents may not appear at first. It may first ask you some questions on preliminary screens, and you may have to choose a 2020 product (you are not obligated to use it) before you can get to your Tax Home page that also has the Documents tab. If so, follow those introductory screens until you get to the Tax Home where you can access your prior-year returns. Then once you are past those intro screens and at the Tax Home, see if you have "Documents" tab in the left menu column.
See this image:
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That first method (Documents tab) will allow you to get only a PDF. To get the *.tax2019 data file for your 2019 desktop software, you'll have to use the second method, as follows:
The alternate method doesn't use the Documents tab and will also allow you to download the tax data file to open in desktop software:
Go to the Tax Home tab. At the Tax Home scroll down to the section "Your Tax Returns & Documents." Expand that section and choose tax year 2019, then you can choose to get the 2019 tax data file. You can also download the 2019 PDF, if you wish.
Again, as I mentioned above, if returning to TurboTax for the first time this year, you may have to answer some preliminary screens in order to get to the Tax Home page.
If you do all that, but find no evidence of your 2019 return in the section "Your Tax Returns & Documents", you may be in the wrong account. We can tell you how to look for multiple accounts.