Solved: I can't pull up my 2015 AGI... I'm using the same account but it's not transfering
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djones-acconst
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I can't pull up my 2015 AGI... I'm using the same account but it's not transfering

 
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Accepted Solutions
mesquitebean
Level 15

I can't pull up my 2015 AGI... I'm using the same account but it's not transfering

When you look in the 2015 Tax Timeline of that same account, is there any evidence of the 2015 return in that account?  If there is no evidence at all of the 2015 return, then it is the wrong account.

The 2015 AGI should transfer automatically if you are in the same account.  Many people are surprised to find out they have multiple accounts.   Go through these steps even if you think you only have one.

Did you use Online TurboTax in 2015, but don't find a 2015 return in your 2015 Tax Timeline?   If so, then you likely have multiple accounts and signed into the wrong one.  If you used the desktop version for 2015 (CD/download), then it won't be in an online Tax Timeline.

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.  If you try using your email address, and you have more than 1 email address, you should run the tool on each one.

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 each email address you have, then run the tool yet again, but this time choose the small blue link that says "Try something else", and it will look you up by SSN and other parameters.

Once you find the 2015 return, if it was prepared in Free Edition, the access will probably be locked until you pay for a 2016 product.  We can tell you how to do that.

Or you can download a free 2015 tax return transcript at this IRS website.  If you don't qualify for the transcript download, you can order one there to come by postal mail in 5-10 days.

http://www.irs.gov/Individuals/Get-Transcript



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1 Reply
mesquitebean
Level 15

I can't pull up my 2015 AGI... I'm using the same account but it's not transfering

When you look in the 2015 Tax Timeline of that same account, is there any evidence of the 2015 return in that account?  If there is no evidence at all of the 2015 return, then it is the wrong account.

The 2015 AGI should transfer automatically if you are in the same account.  Many people are surprised to find out they have multiple accounts.   Go through these steps even if you think you only have one.

Did you use Online TurboTax in 2015, but don't find a 2015 return in your 2015 Tax Timeline?   If so, then you likely have multiple accounts and signed into the wrong one.  If you used the desktop version for 2015 (CD/download), then it won't be in an online Tax Timeline.

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.  If you try using your email address, and you have more than 1 email address, you should run the tool on each one.

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 each email address you have, then run the tool yet again, but this time choose the small blue link that says "Try something else", and it will look you up by SSN and other parameters.

Once you find the 2015 return, if it was prepared in Free Edition, the access will probably be locked until you pay for a 2016 product.  We can tell you how to do that.

Or you can download a free 2015 tax return transcript at this IRS website.  If you don't qualify for the transcript download, you can order one there to come by postal mail in 5-10 days.

http://www.irs.gov/Individuals/Get-Transcript



View solution in original post

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