What tax year? If 2018, have you already filed the return? What happens when you try to download the PDF? Do you get an error message? Or is access to a prior-year PDF locked, and it asks you to upgrade and pay to unlock it?
I'm having this issue. I click on 2017 tax forms and it tells me to upgrade to "Plus" but there is no option to upgrade within my account (or add the state as it's listed in the instructions). The only thing I can do it purchase a premium/business account to try and file my 2018 taxes but I only need the PDF for the 2017 tax returns and nothing else.
@Teniz23 You no longer need your 2017 AGI because you cannot e-file the 2018 return. You missed the October 15 deadline to e-file it, and the AGI is not needed any more. Print, sign, and mail your 2018 return.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
I need the 2017 records for personal reasons. I aready filed them through TurboTax and see them in my account. I am just unable to to download unless I pay for this upgrade but the paying for the upgrade option. The online help section on how to upgrade shows a "upgrade/add a state option" that does not appear in my account. I did not file 2018 taxes with TurboTax.
I just want a copy of the records that TurboTax has for my previous previous tax return. I am unable to get them through the IRS online request due to some verification issue and all other options are going to take too long.
The "Add a State" method you mentioned does not apply this time of year in any case. Online TurboTax is currently in the November limbo period, which occurs each year after it shuts down after filing season. Online TurboTax for 2019 opens the first week of December, and at that time one can start and upgrade a 2019 return to PLUS, which will unlock all prior returns.
Or if you need it sooner, you can try this as a possible workaround:
You can try this now, but it may not be successful since Support is closed. You may need to wait to try the steps during hours when Customer Support is open. That interface may not be fully functional when they are closed. But here is a possible workaround to use when they are open. Hours are 5AM-5PM Pacific (8AM-8PM Eastern) Mon-Fri. They are closed on weekends this time of year.
Log in, and at the main Tax Home page immediately go to the top right corner and click HELP. Scroll way down beyond the suggested links and click on CONTACT US.
You may have to enter a question.
Choose to phone TurboTax Support, or it may say schedule a callback.
In any case, it may then ask you to pay for PLUS (19.99) to have phone support.
Once paid, then past returns should be unlocked.
It's not clear if during this November limbo period that method pays for 2018 PLUS or 2019 PLUS, but in any case, the net effect is unlocking prior returns, plus it gives you phone support privilege. If it pays for 2019 PLUS, then you have an extra year of access. You should be saving a copy of your return and/or PDF each year anyway (in a protected and secured safe place) so you don't have to worry about access problems.
You said you have already tried to download an IRS return transcript, but I'll mention it here for others. If you can't use that method, another option is to download a free 2017 tax return transcript from the IRS if you qualify to open an IRS account. A transcript by postal mail takes 5-10 days.
Also, if you need a prior return urgently and can't unlock it by that workaround above during business hours, then you can contact TurboTax Support via messaging at Twitter or Facebook, tell them your situation and that you are a victim of the limbo period, and see if they will unlock the returns for you. Social media support is also only during the business hours I mentioned above.