How do I access a prior year return?
Before starting, make sure you’re using the same TurboTax account (with the same username) as previous years. If you already have access to your prior year returns, they’ll be under Your tax returns & documents on the first screen you see when you sign in to TurboTax.
You can access a prior year return per new data standards by following the below steps. Keep in mind, it can take a few days for your information to be sent to you.
- Sign in to your TurboTax account.
- Select Intuit Account in the left-hand menu.
- Scroll down to Data & Privacy and select Continue next to Download.
- After making sure you’re in the right Intuit account, select Continue.
- Then select the data you want to download and follow the on-screen
- Once you’re done, an email will be sent to you within a few days with the information you’ve requested.
If you’re planning to file with TurboTax this year, you’ll get access to your prior year returns through Your tax returns & documents after you register with TurboTax.
To access:
- Choose TurboTax Free Edition when starting if you haven't already done so.
- Follow the screens and provide some personal info.
- When you’ve reached the Personal info summary screen, select Continue.
- Then, select File in the left-hand menu (this is just a step in order to register, you won’t actually be filing).
- Continue until you get to Review your order and select
- Select View payment options.
- Then continue until you get to the registration screen.
- Enter your info and select Register, then Continue.
- Go to Tax Home in the left-hand menu.
- Under Your tax returns & documents, go to Download/print return (PDF) (select Show if not visible).
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