I had a hard drive (HDD) crash and lost my 2020 tax file I prepared with the CD version of TurboTax. My question is are the transcripts you can get from the IRS enough to file my 2021 Taxes or will I need to go the paid route with form 4506? I already requested and have received my 2020 Transcript from the IRS, but it seams like its not enough. I normally use TurboTax Desktop Premier (CD) and I just want to make sure I have all the right info for the 2021 tax filing. I don't mind paying the $43 with the 4506 form, but if I don't have to that would be great. This really is a bummer as I always backup my data and have since 2007, but I dragged my feet doing it this year and now 2020 is missing from my archive :( and I'm not about to pay the ridiculous fees HDD recovery placed charge in the hopes that they "might" be able to restore the HDD. Please let me know soon, if I have to I would like to get this 4506 form mailed out ASAP as they state it could take up to 75 days to receive the copy of my requested tax return.
Do you have anything from 2020 you will need to transfer into 2021? Like business info or depreciation? You might only need your 2020 AGI to efile 2021. You didn't save any backups of the .tax2020 or pdf files?
I have all the documents I used to create my original .tax2020 file, but I don't want to "wing" it trying to recreate it for accuracy's sake. No, as I stated in my first post my HDD crashed and unfortunately this year I dragged my feet on making a backup (I normally make a backup right away, since 2007 I have every tax return backup). No I don't have the PDF either. I do have the 2020 return transcripts from the IRS but they seam very lacking. I have no issue paying the $43 for a full copy of my return but just want to know if I can or not, I'm not sure. If I don't have to pay the $43 and the transcripts are enough that would be great.
We are just other users in a public user forum. You are essentially asking us to assess your ability to interpret and use the information on your transcript as opposed to getting the information from your Form 1040. We do not know about your reading/reasoning skills or know anything about your tax return. If you do not trust using the transcript then pay the $43 for the Form 1040 and set yourself up for success.
No, I'm asking the community that hopefully has more experience with this then I, in the hopes of getting an educated answer as to if the transcripts are enough. Someone that maybe had to do this in the past maybe? I depend an the TurboTax software heavily so yes I'm confused when looking at the transcripts, this is why I came here for an educated answer, and to hopefully save $43. But if you're saying this an impossible task then I'll "set myself up for success". In setting myself up for success, if I do pay the $43 will the form I get from the IRS be EVERYTHING I need? Just want to make sure there isn't something else I might need.
As I said it depends what you need to transfer to 2021. Look at your 2019 return. See what needed to transfer from 2018 and what needed to transfer into 2020. You can wait until you fill out 2021 next year to see what you might need, besides the AGI. Maybe you can get it from the transcript or order the full copy then.
I need a copy of my 2020 tax filed in2021,federal only.
@bchuck wrote:
I need a copy of my 2020 tax filed in2021,federal only.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download/print return (PDF)
Or -
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2020 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets
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.
First ... get a free transcript.
Then you can recreate the return if you want to.
If the transcript/recreated return is not enough then spend the money to get a complete copy of the return.
I need a copy of my 2020 federal Income Tax return I filed with Turbo Tax. [PII removed]. SSN [removed]. E-mail [email address removed]. Phone [phone number removed]
Thank you
[PII removed]
Only you can get a copy. Turbo Tax can't send it to you. Did you use the Online version for 2020?
How to Access prior year online returns
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010
If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2021 for the side menu to open up. Just continue a little ways into 2021.
Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript
OMG ... what part of DO NOT POST PII did you not understand ? Good thing the filter removed most of it ... this is a public internet forum where scammers troll for victims so don't try that again.
Here's how to view and download your prior-year returns. You can access returns for the past seven years.
Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in prior years.
There are two ways to get your prior-year returns.
Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for
Need to prepare a prior-year return? Go here instead.
Related Information:
I am reading your messages. I am in a similar situation as the OP. Problem is, apparently, I didn't save 2020 on google drive. We switched my computer, and my husband is unable to get it off my computer to put on the new one. Apparently, it is crashing and as much as he can fix these things to get it working again, it is out of his expertise. I still have 2019 up, but anything that should automatically transfer over can't be. I got the transcripts, but I am struggling with it.
I am unaware of the $43 to get the full taxes from 2020. How do I do that? I am worried with the fact that if they are not sending out the full instead of the transcript, when will they be able to. This is the most frustrating and stupid thing I have done with taxes in a long, long time. Yes, I did it on turbo tax. I do it every year. If you can give me any information, I would really appreciate it. Otherwise, I am just putting it in by hand.
@Sportsjenn20 You can get a copy of your 2020 return from the IRS. That will not be a tax file that you can use to put in the 2020 data to begin your 2021 return. It will be a paper copy. If you are unable to find your 2020 tax file on your hard drive then you will have to start 2021 from scratch. Sorry.
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
If you used desktop software downloaded/installed from a CD to your own computer, then the tax files are stored locally on your own hard drive or any backup device you used like a flash drive. They are not stored online. If you cannot recover them due to a hard drive failure, etc. you can get a free transcript from the IRS or for a fee of $43, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
For a fee of $43 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
Complete the Form 4506 and mail to the address listed in the instructions Chart for individual returns
(Form 1040 series)
If I complete form 4506,exactly what forms would I be getting? It says to enter one one return number. This makes it sound like if I need form 1120, 941 and all attachments, I would have to buy each one individually for $43. I realize I would have to do a separate one for a 1040, but I do not want to pay $43 for each section of the taxes. That would be a lot of money. Also, how long does it take to receive in the mail?
As stated on the Form 4506 -
If you need more than one type of return, you must complete another Form 4506
Did you actually file those forms, 1120 and 941, for tax year 2020 and a Form 1040?
If you did not file a Form 1120, U.S. Corporation Income Tax Return or a Form 941, Employer's Quarterly Federal Tax Return there is no need to request those forms.
Ok that makes sense. No I did not file 1120 or 941. We did do a 1040, so I would have to do a second form. But when I send in the first form, do I just put in 4506? It seemed confusing to me. I didn't want it to get rejected because I did it wrong. Thanks for your help
@Sportsjenn20 wrote:
Ok that makes sense. No I did not file 1120 or 941. We did do a 1040, so I would have to do a second form. But when I send in the first form, do I just put in 4506? It seemed confusing to me. I didn't want it to get rejected because I did it wrong. Thanks for your help
You only need to complete the Form 4506 for the federal tax return, Form 1040, that you filed with the IRS. No other forms would be needed to be requested other than the Form 1040
@BiJ57ryQmZ wrote:
Need a copy of 2020 tax return
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/
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.
Or go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript
For a fee of $43 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
Need a copy of my 2020 Federal return to use in preparing my 2021 return. I did not get a copy when filing 2020 due to a glitch with transmitting. The return was prepared on your website as opposed to working from a purchased CD. I have been using the Turbotax CD in all previous years since Turbotax was created and this is my only missing record. I would also like to get the .tax file by download if possible. I have already requested this info but I have not received any confirmation this is on its way to my e-mail.