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do you store copies of actual fed tax documents when fied electronically

was tax year 2023 filed electronically

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do you store copies of actual fed tax documents when fied electronically

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/

 

Start the 2024 online tax return by entering some personal information then click on Tax Home on the left side of the screen.

 

On the Tax Home webpage -

Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF) or Click on View adjusted gross income (AGI)

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

 

Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript

For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

do you store copies of actual fed tax documents when fied electronically

TurboTax does not have a copy of the W-2 or Form 1099.
It would have a Form W-2 Wage and Tax Statement that included the tax data from the forms that were entered.
The forms would be included in the PDF of the tax return in the tax year the return was completed.

Copies of a Form 1099 would have to obtained from the issuer of the form.

Hal_Al
Level 15

do you store copies of actual fed tax documents when fied electronically

Q. Doe TurboTax (TT)  store copies of actual fed tax documents when my return is filed electronically?

A. No. 

 

TT does have your actual tax forms (1040, Schedule 1, etc.).  But, TurboTax (TT) does not have your W-2 1099s, 1098s etc (in either the on-line or desk top versions). However, it does have a "facsimile", if you typed in (or imported) those documents when you prepared your return. If all you need is the information from your forms, you can get that from the facsimile (e.g. W-2 worksheet), found in the list of forms. Every bit of information on your actual form will be on the TT worksheet. Whether whomever you need to show your form to will accept the worksheet instead; you'll have to ask them. Your employer is the best source of an actual copy of your W-2. For more options, see:

https://ttlc.intuit.com/community/taxes/discussion/how-do-i-get-my-old-w2s/01/782516#M311511

https://ttlc.intuit.com/community/after-you-file/discussion/i-need-to-get-a-copy-of-my-2017-w-2-wher... link Includes:

IRS instructions http://www.irs.gov/taxtopics/tc159.html

Social Security Administration Instructions questionID=3836&hitOffset=258+164+163+75+26+25+15+14&docID=2040

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