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I need to complete the forms for 2017 - 2020 (Both Fed & State) ---- Can I use the 2020 version of Turbo Tax for the prior years or do I need to purchase each individual year? The website makes it sound like I can do prior years with the 2020 version. I do understand that I cannot efile, but I still wanted to use TurboTax to fill out the paper forms.
Thanks!
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You need to purchase each individual year at this point.
However, the Download/CD products for past years are only available for the 2018, 2019, and 2020 tax years.
See https://turbotax.intuit.com/personal-taxes/past-years-products
It is too late to get a refund for 2017 even if the tax form shows one. If you owe tax for 2017 you still need to pay it with penalties and interest. Software is no longer available or supported for 2017 by TurboTax. You can purchase the individual software programs for 2018, 2019 and 2020.
Each tax year has to be filed separately using the forms for the specific tax year. They cannot be combined in any way--do not even put them in the same envelope when you mail them. Software for past years is available back to 2018. Any earlier years can only be prepared on paper forms by hand--and those refunds have been forfeited now.
Online preparation and e-filing for 2018 and 2019 and 2020 is permanently closed.
To file a return for a prior tax year
If you need to prepare a return for 2018, 2019 or 2020 you can purchase and download desktop software to do it, then print, sign, and mail the return(s)
https://turbotax.intuit.com/personal-taxes/past-years-products/
You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.
Remember to prepare your state return as well—if you live in a state that has a state income tax.
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.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
Note: The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac. It cannot be used on a mobile device.
If you are getting a refund, there is not a penalty for filing past the deadline. If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.
Paper forms for 2017:
2017
https://www.irs.gov/pub/irs-prior/i1040gi--2017.pdf
https://www.irs.gov/pub/irs-prior/f1040--2017.pdf
https://www.irs.gov/pub/irs-prior/f1040a--2017.pdf
https://www.irs.gov/pub/irs-prior/i1040a--2017.pdf
https://www.irs.gov/pub/irs-prior/f1040ez--2017.pdf
https://www.irs.gov/pub/irs-prior/i1040ez--2017.pdf
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