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Referencing Last Years Tax Return

How do I reference the previous years tax return?  In previous years I remember Turbo Tax referencing the previous years tax return for personal information and tax information.  I am using Turbo Tax 2020 and I have not seen any reference to my previous years return.  Usually I remember Turbo Tax asking me how I filed last year to use the previous years return and I have not seen that yet.

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Accepted Solutions

Referencing Last Years Tax Return

You have to start your new return using exactly the same account and user ID that you used for 2019 and do the transfer before you enter any new 2020 data.   If you start entering data, it is too late to do the transfer.

 

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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11 Replies

Referencing Last Years Tax Return

You have to start your new return using exactly the same account and user ID that you used for 2019 and do the transfer before you enter any new 2020 data.   If you start entering data, it is too late to do the transfer.

 

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
biz891
Returning Member

Referencing Last Years Tax Return

I'm sorry. How do I get to see my return from 2019

Referencing Last Years Tax Return


@biz891 wrote:

I'm sorry. How do I get to see my return from 2019


You have to sign onto your 2019 online account using the exact same User ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the User ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your 2019 account, then use the option shown in blue on the account recovery website, "Try something else"

 

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.

 

To access your prior year 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)

biz891
Returning Member

Referencing Last Years Tax Return

How do I access my last return? 2019, I need some info from it.

Thanks

Rich

biz891
Returning Member

Referencing Last Years Tax Return

I'm sorry but you are driving me crazy. I have been on this site for 20 minutes with NO help.

I want to talk to someone, NOW please

biz891
Returning Member

Referencing Last Years Tax Return

SORRY BUT THIS IS CRAZY. I WANT A PHONE NUMBER

Referencing Last Years Tax Return


@biz891 wrote:

I'm sorry but you are driving me crazy. I have been on this site for 20 minutes with NO help.

I want to talk to someone, NOW please


Your question was answered 16 minutes ago.  READ the answer on this thread

Referencing Last Years Tax Return


@biz891 wrote:

SORRY BUT THIS IS CRAZY. I WANT A PHONE NUMBER


AGAIN -

You have to sign onto your 2019 online account using the exact same User ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the User ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your 2019 account, then use the option shown in blue on the account recovery website, "Try something else"

 

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.

 

To access your prior year 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)

Referencing Last Years Tax Return

YES PLS.I DO NEED THE AGI from last years filing...

masontaxes2
Returning Member

Referencing Last Years Tax Return

I need a copy of last year return for 2020

Referencing Last Years Tax Return


@masontaxes2 wrote:

I need a copy of last year return for 2020


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

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