topic Re: Get tabular info from past returns in Retirement tax questions

Get tabular info from past returns

tax-novice2 — Wed, 01 Jan 2020 01:53:30 GMT

I would like items from my past returns to be tabulated. E.g. AGI, MAGI, Federal tax, state tax etc. Can I get this from turbotax? I.e .without going through each return and picking the values manually.

Re: Get tabular info from past returns

DoninGA — Wed, 01 Jan 2020 02:15:35 GMT

AGI, Federal taxes and State taxes are already entered on a federal or state tax return.

MAGI or Modified Adjusted Gross Income is a calculation for determining many different tax deductions so is not one specific number.

Re: Get tabular info from past returns

rjs — Wed, 01 Jan 2020 02:46:09 GMT

There's no way to get exactly what you're looking for from TurboTax.

If you have a PDF of your most recent tax return with all forms and worksheets, the Tax History Report is a table that shows your AGI, federal tax, and other figures for the last five years, but only for your federal return. It does not show any state figures. The Tax History Report is near the beginning of the PDF. If you don't see it, do a Find for the word "history" (without the quotes) while you have the PDF open. The Tax History Report will only be complete if you consistently transferred your information from the previous year every time you started your tax return for a new year.

There are about a dozen different definitions of MAGI, depending on what it's being used for. So as DoninGA said, it is not one specific number.