I looking for the summary sheet of my 2016 and 2015 tax return

marc_laubach — Thu, 06 Jun 2019 13:17:15 GMT

If you previously saved a 2015 PDF last year, then downlo...

mesquitebean — Thu, 06 Jun 2019 13:17:16 GMT

If you previously saved a 2015 PDF last year, then download a new 2015 return PDF from your 2015 Tax Timeline and see if it contains the summary sheets. If it doesn't, then there is not a way to get the 2015 summary sheets other than downloading the *.tax2015 tax data file and opening it in installed 2015 software. You'd have to see if you could convince Customer Support to provide you the 2015 software for this purpose.

Here's how to get the summary sheets for the 2016 return:

Log into your account and go the 2016 Tax Timeline.
Scroll to the section "some things you can do".
If the regular PDF doesn't have what you need, there should also be a link for "download all forms and worksheets". Does that second larger PDF have the summary sheets?

If not, try this alternate method which is to open the 2016 return and download/print from the PRINT CENTER:

In the 2016 Tax Timeline, go to Some things you can do.
Choose Add a State. (you don't really add one; that's just to get the return to open up.)
Once the return is open, then click on MY ACCOUNT up at the top.
Then choose PRINT CENTER.
Choose to "print/save/view this year's return." You may have a choice for a PDF "as filed with government" and one with "all forms for government and worksheets" and one for "all forms." You should be able to find the summary sheets in one of those PDFs, likely one of the latter two.

NOTE: Do NOT use this method to open a return to make changes to an already-filed return (one that has actually been mailed or efiled.) If you later need to make changes, you have to go through the formal amending process, and your return must start off exactly as originally filed.

NOTE: Remember all downloaded PDF tax documents and 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.

@marc_laubach Oh good grief! I typo'd installed "2016 so...

mesquitebean — Thu, 06 Jun 2019 13:17:18 GMT

@marc_laubach
Oh good grief! I typo'd installed "2016 software" in the first paragraph above, when I meant to type installed "2015 software. I've since corrected it, but you may have been emailed the answer with the incorrect tax year. Please return to the forum to see the corrected answer. If you download the *.tax2015 data file, it has to be opened in installed 2015 software. Sorry for any confusion.

topic I looking for the summary sheet of my 2016 and 2015 tax return in After you file

I looking for the summary sheet of my 2016 and 2015 tax return

If you previously saved a 2015 PDF last year, then downlo...

@marc_laubach Oh good grief! I typo'd installed "2016 so...