@ theda331 wrote: Cannot find old account.
`my email and phone have changed. I do not have access to either the old email or phone number t get last year's tax return.
To get a list of your User IDs, reset password, and recover account access, etc., instead of the phone or email address you can use the tool at the link below using the "Try Something Else" method I post below.
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
Since you can't use your phone number or email address, here's an alternate method:
When you arrive at the tool at the link above, leave the data field blank. Instead, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.
Once you are back in your account, here's how to find the 2023 return.
The pathway to download the PDF or tax data file depends on whether or not you have started an online 2024 return. I provide both scenarios below, so choose which one is appropriate for your situation.
If you have not yet started a 2024 online return:
Sign in to your account. What you see next depends on whether or not you have already started a 2024 return in that account. If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account. If you haven't yet started a return, it will start asking you some questions. Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column. Do not click the Documents tab. Instead, click on Tax Home. Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents". Expand that section and choose the past year you want. If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one. I'll tell you below how to troubleshoot.
If you have already started or finished a 2024 online return:
Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home. If not, click the Tax Home tab in the left column menu. Do not use the Documents tab. At the Tax Home scroll down and expand "Your Tax Returns & Documents."
