topic Need my 2017 taxes return for school loan in Education

Need my 2017 taxes return for school loan

tully20111234 — Tue, 20 Aug 2019 01:15:22 GMT

Re: Need my 2017 taxes return for school loan

mesquitebean — Tue, 20 Aug 2019 01:41:36 GMT

Was your 2017 return prepared with Online TurboTax? If so, log in to your account and look in the section "Your Tax Returns & Documents." Choose tax year 2017, and look for a link to download/print the PDF. Do you find evidence of your return there OK, but when you try to download, does it ask you to pay? If it was prepared in Free Edition last year, access will be locked. If that's your situation, we can tell you how to pay to unlock your 2017 return. The method to unlock it depends on what all you have done with your 2018 return.

If you find no evidence at all of your 2017 online return in that account, we can tell you how to look for multiple accounts. A return prepared in desktop software (CD/download) will not be in an online account.

If you find the 2017 return, but access is locked, please answer all of the following:

Have you already filed a 2018 return in Online TurboTax, or is one still in preparation? Or did you file elsewhere?
Was the 2018 return prepared in Free Edition, and is it still in Free Edition?
Is the 2018 return in the SAME account as the 2017 online return?

We can tell you how to unlock a return once you answer all the questions above.

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

Re: Need my 2017 taxes return for school loan

datorr07 — Sat, 24 Aug 2019 22:07:20 GMT

I have filed 2018 return in free version of turbo tax , if i purchase the deluxe package now can i get my 2017 return

Re: Need my 2017 taxes return for school loan

mesquitebean — Sat, 24 Aug 2019 22:27:49 GMT

@ datorr07 wrote:

I have filed 2018 return in free version of turbo tax , if i purchase the deluxe package now can i get my 2017 return

Have you located the 2017 online return, and is access locked? Upgrading to Deluxe would be overpaying for this situation. That would unlock the 2017 return, but you'd be paying too much. Deluxe is 59.99 for Federal and 44.99 for any state return, if applicable. An upgrade from 2018 Free Edition to PLUS is only 19.99.

Did you already upgrade your already-filed return from Free Edition to Deluxe by mistake? If so, since it's already been filed, you can't downgrade it to PLUS yourself. You'd have to ask TurboTax Support to unlock the prior return, If that's what you did, I'll tell you how to reach them by phone. They may not even charge you.

If you have not upgraded your 2018 already-filed return from Free Edition, I can give you all the steps to upgrade the filed Free Edition return to PLUS and pay the 19.99 by credit/debit card. The 2018 and 2017 returns must be in the same account.