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New Member
posted Oct 9, 2023 9:14:24 AM

How do I download previous return when Turbotax will only let me start filing a new one?

The only screen I get after logging in says "welcome back" and asks me about if there were any big changes last year. 

There are not any menu options to go to my account and get the previous tax return info.

The "help" bar gave me instructions to "Select Preview or print returns if your return has been accepted, or
Select Your tax returns & documents to expand it if needed and select Download/print return (PDF)." None of these options are available to me.

0 5 1300
5 Replies
Level 15
Oct 9, 2023 9:15:35 AM

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 2022 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)

 

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.

New Member
Oct 9, 2023 10:13:30 AM

So I have to pretend I'm starting a new return in order to have access to my previous year returns? If so, that seems so odd.

 

Level 15
Oct 9, 2023 10:15:16 AM


@cmoelunger wrote:

So I have to pretend I'm starting a new return in order to have access to my previous year returns? If so, that seems so odd.

 


Yes, that is how to access the prior year returns.  Why it is set up that way is not known by the volunteers on this forum.

New Member
Oct 9, 2023 10:31:13 AM

Thank you so much!

Level 15
Oct 9, 2023 1:45:52 PM

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 

Start a 2022 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.  Enter enough to get the side menus to open; you do not "have" to prepare a 2022 return if you do not want to.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

 

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

 

To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

 

 

SAVE YOUR TAX RETURN !

 

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

https://ttlc.intuit.com/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pdf-file

 

https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-for-windows

 

 

NOTE:  TurboTax and the IRS save return for seven years.  Returns older than seven years are purged.