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HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

You need your 2023 AGI to efile 2024. The AGI is on 2023 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse.

How to find the AGI.
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

If you didn't file 2023 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript

jlkahora
New Member

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

Very tragically, my husband, Peter M Kahora died tragically on Feb. 15 after falling during an ice storm resulting  in breaking his death and died 6 days later. We always have filed jointly every year. However I have turned this house upside out for our 2023 turbo tax filing. I am unable to find the 23 disk and he left no paper trail of that year. Ive completed my taxes with the 2024 turbo tax software, but it was rejected because I am unable to find the 2023 Annual Gross income from 2023. PLEASE help. Janet L. Kahora. Last 4 of my SS is 1536.

 

 

HOW DO ACCESS MY 2023 RETURN DATA IF I INSTALL 2024 TURBOTAX ON A NEW COMPUTER?

@jlkahora 

Go to this IRS website for free federal tax return transcripts - https://www.irs.gov/individuals/get-transcript

For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

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