topic How do I get a five year summary in After you file

How do I get a five year summary

skippy13 — Tue, 04 Jun 2019 21:12:00 GMT

Where do I find that "Forms Mode" option?

skippy13 — Tue, 04 Jun 2019 21:12:01 GMT

Where do I find that "Forms Mode" option?

The five-year summary is called Tax History Report. You c...

rjs — Tue, 04 Jun 2019 21:12:02 GMT

The five-year summary is called Tax History Report. You can switch to forms mode to see it. You can also save your tax return as a PDF with all forms and worksheets, and the Tax History Report will be included. You will only get the full 5-year history if you used TurboTax for all of the past five years, and transferred your information from the previous year when you started your tax return each year.

Where do I find that Forms Mode? The 5 year tax history d...

skippy13 — Tue, 04 Jun 2019 21:12:05 GMT

Where do I find that Forms Mode? The 5 year tax history did not show up when I clicked on the PRINT button

When you posted your question you indicated that you are...

rjs — Tue, 04 Jun 2019 21:12:07 GMT

When you posted your question you indicated that you are using the CD/Download TurboTax software on a Windows computer. To switch to forms mode click the Forms icon at the top right. In forms mode the forms included in your tax return will be listed on the left side, and Tax History will be in the list. Click on it to view the form.

Re: The five-year summary is called Tax History Report. You c...

rmcm1942 — Sun, 14 Feb 2021 13:51:31 GMT

I don't see where I can switch to forms mode. I have saved my return in a pdf but the Tax History was not there.

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Sun, 26 Feb 2023 22:36:14 GMT

NOT TRUE

I have used TT for at least 15 years. The 5 year Tax History form has always been included when selecting the all calculation worksheet option.

It does not show up this year.

In fact, you need to enter forms mode and select Tax History to even see it. And once there you can save or print it but only as a standalone form.

Please fix this bug so that it is included with all your other tax forms like it used to be.

See attached. 1- all forms in my return and 2- Forms selected by TT when ALL calculation worksheets selected

Thank you

Re: The five-year summary is called Tax History Report. You c...

rmcm1942 — Sun, 26 Feb 2023 23:31:44 GMT

2022 taxes done and five-year summary still not included.

Re: The five-year summary is called Tax History Report. You c...

DoninGA — Sun, 26 Feb 2023 23:36:14 GMT

@JSchlund You are correct and it should be included. However, if you chose the option for Key Calculation Worksheets the Tax History Report is included.

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Sun, 26 Feb 2023 23:47:23 GMT

Not for me it didn't.

Re: The five-year summary is called Tax History Report. You c...

DoninGA — Sun, 26 Feb 2023 23:51:09 GMT

@JSchlund I am using the TurboTax 2022 Premier Edition and the Tax History Report shows as available using Key Calculations -

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Sun, 26 Feb 2023 23:56:00 GMT

Then why doesn't it show up for me? I also have the Premier edition

Re: The five-year summary is called Tax History Report. You c...

DoninGA — Mon, 27 Feb 2023 00:00:25 GMT

@JSchlund wrote:

Then why doesn't it show up for me? I also have the Premier edition

Are you using a Windows or Mac OS?

Have you updated your program to the latest release? Click on Online at the top to the desktop program screen. Click on Check for Updates.

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Mon, 27 Feb 2023 00:05:34 GMT

I have a follow-up...

I also have 2 other tax returns besides mine. The Tax History shows up for both of those under both Key and All worksheets, It is only MY tax return where the tax history does not show up, WTF?

Something to do with my specific return I presume? Maybe because I have had no income or had to pay any tax for the last 5 years. Whatever it is, it is still a bug in the TT software. If it appears in my list of forms then it should also be included in the print. Now I will need to go back and review that this is the only form that is being dropped. Ugh!

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Mon, 27 Feb 2023 00:07:13 GMT

I am using Windows 10 home version and yes I download the updates every time I launch TT.

Re: The five-year summary is called Tax History Report. You c...

JSchlund — Mon, 27 Feb 2023 01:10:06 GMT

I think I have found the answer. After playing with various fields on the Tax History form I find that you must have a positive AGI entry in the past 5 years. My AGI has been 0 for the past 4 years and is also 0 this year. That is why the Tax History form was included in last years but not in this years as all 5 years AGI are now 0.

Re: The five-year summary is called Tax History Report. You c...

DoninGA — Mon, 27 Feb 2023 11:39:17 GMT

That makes sense. Good that you found the reason for the missing History report.

Re: The five-year summary is called Tax History Report. You c...

Vinnie66 — Sat, 20 Jan 2024 14:50:59 GMT

Hi,

I have been transferring prior years return info into the current year for many years in a row and the tax history report ONLY shows the current years data.

This report is NOT functioning as intended.

Thanks

Re: The five-year summary is called Tax History Report. You c...

DoninGA — Sat, 20 Jan 2024 14:58:08 GMT

@Vinnie66 The Tax History report shows all prior tax years if you transferred the 2022 tax return to the 2023 tax return using the tax data file from 2022 that was used to complete the 2022 tax return.

Re: The five-year summary is called Tax History Report. You c...

MullyBurgers — Fri, 02 Feb 2024 17:40:52 GMT

You're SPOT ON. TT is hiding, furthering misinformation and scurrying behind AI excuses. I was told by a TurboTax live help a year or two back that after I switched to their online version I wouldn't be able to see past years non-online comparisons but I would get historical yearly reports going forward. They lied then. They hiding now and do what ever they can to gate you to a higher level of support. I don't need a higher level of guidance. I simply need those historical worksheets for analyzing my yearly reporting. TurboTax gets more cryptic every tax year and I may have to throw in the towel and find a new competitor's computer program. PISSED OFF? VERY$$$$$$$$