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Level 5

Cannot find prior year data on ItsDeductible

I cannot locate prior year data on my ItsDeductible online account.  I know it was there before.  I remember a while back we had to register one password for all our Intuit accounts, and that I had problems with the Password this time and had to reset it.  I wonder if I somehow acccidentally set up two accounts.  How can I sort this out?

 

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Level 20

Cannot find prior year data on ItsDeductible

Be sure you bookmark and use this link to get to ItsDeductible.   At the landing page click the button "Start ItsDeductible."

https://turbotax.intuit.com/personal-taxes/itsdeductible/

 

Also when you open ItsDeductible, it may open on the 2019 tab year.  So be sure you click to select the tab for the prior year you want.

 

The most common cause of missing items in ItsDeductible is multiple accounts.   Many people end up with multiple accounts without realizing it.   Here's how to troubleshoot for multiple accounts (User IDs) :

 

You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.

 

To get a list of your User IDs and recover account access, you can use the tool at the link below.  Try using your phone number first.   After that, if necessary, then run the tool on your email address(es) you can access.

NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session.

https://myturbotax.intuit.com/account-recovery

If still no luck after running that on your phone number and email address(es) that you can access,  here's another method:

Go back to the tool again, but this time leave the data field blank, and choose the small blue link that says "Try something else", and it will look you up by SSN and other parameters.