topic I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help? in After you file

I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help?

michaelyenni1031 — Fri, 19 Mar 2021 22:34:18 GMT

And yes, I used TurboTax last year (this is my 4th year on it).

Re: I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help?

DoninGA — Fri, 19 Mar 2021 22:37:23 GMT

What tax year are you trying to amend?

What TurboTax program did you use to file the original tax return, the online web-based editions or the desktop CD/Download editions installed on your personal computer?

Re: I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help?

michaelyenni1031 — Fri, 19 Mar 2021 22:46:39 GMT

I am trying to amend my 2019 return. (Didn’t realize I didn’t file my K1 until I saw this year’s come in.)

And I’m using the online web-based edition.

Re: I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help?

DoninGA — Fri, 19 Mar 2021 22:50:13 GMT

@michaelyenni1031 wrote:

I am trying to amend my 2019 return. (Didn’t realize I didn’t file my K1 until I saw this year’s come in.)

And I’m using the online web-based edition.

You have to sign onto your 2019 online account using the exact same User ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one). Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the User ID's for an email address. Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your 2019 account, then use the option shown in blue on the account recovery website, "Try something else"

To access your prior year tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on 2019 and Click on Amend (change) return

OR -

You may have to start a 2020 tax return before the links on the Tax Home web page become available. In that case start the 2020 tax return with the User ID you used for the 2019 return. Once some basic information has been transferred over, Tax Home should be visible on the left column. Click on Tax Home and then the other links will be shown as in this screenshot.

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on 2019 and Click on Amend (change) return

Re: I am trying to amend a prior return, but shortcut from the "help" menu is not working, and I do not have the "Your returns and documents" option I am reading about. Help?

michaelyenni1031 — Fri, 19 Mar 2021 22:56:30 GMT

Thank you. I will give that a try.