@ wallyeva17 wrote:
I answered yes to all of your questions, Where do i go to pay so I can access my 2017 tax returns to finish applying for my financial aid?
This appears to be your first post under that screen name. I'll assume that you have found the 2017 return, access is locked, and it asks you to pay. And that you have already filed a 2018 Free Edition return, and that you need to know how to open it back up, upgrade to PLUS, and pay the 19.99. This answer assumes the 2017 and 2018 return are in the same account.
NOTE: When you open your 2018 return back up, do not make any changes in it if it's already been filed.
- Log in and at the Tax Home, scroll down and click on "Add a State." (you don't really add one. That's just to open your return back up.) If you don't see the "Add a State" link there, then go to "Your Tax Returns & Documents." Click that line or on the word SHOW to expand that section. Choose 2018 tax year. Then click on "Add a State."
- Once the return is open, then go to the left menu column and click on Upgrade.
- On the Upgrade screen choose PLUS. CAUTION: If PLUS is grayed out, that means you are already in PLUS. Do NOT upgrade any farther than PLUS, or you'll have problems.
- Once you are in PLUS, then you need to pay.
- In the left menu column click on TAX TOOLS, then PRINT CENTER.
- At the Print Center choose to "Print, save, view THIS YEAR's return." (Yes, you say "this year's" because you are paying for the 2018 return upgrade to unlock the 2017 return.) You don't actually have to print the 2018 return.
- It will then ask you to pay. If the Order Summary appears OK (PLUS at 19.99), then choose PAY NOW.
- You can pay by credit card or debit card (even though it only says "credit.") If it should offer you the choice of paying later out of the Federal refund, that cannot be done for this purpose. You have to choose PAY NOW.
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.
There's also a free option if a return transcript will suit your purpose. You may be able to immediately download one at the IRS website if you qualify to open an IRS account there. Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.
http://www.irs.gov/Individuals/Get-Transcript
