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Used same username until divorce in 2018. I need to access older records. Old username is not found on system.

 
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Used same username until divorce in 2018. I need to access older records. Old username is not found on system.

You have to sign onto your 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 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 userID 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)

 

If you still cannot access your account, you can contact TurboTax customer service/support through their contact website during business hours.

Support is open from 5am to 5pm Pacific time, Monday thru Friday

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Used same username until divorce in 2018. I need to access older records. Old username is not found on system.

Ok... several possibilities ...

 

1) you used the downloaded version all those years so they will not be on the online system

 

2) you opened a new account but the ex did not ... so they changed the userID and password thus locking you out  ... get copies from the ex or the IRS in this case

 

3) you are not remembering the old userID correctly ... if you can locate the account then you can contact TT support to have is unlocked ...

 

Try these steps to recover your User ID or password:

  1. Go to our account recovery page.
  2. Enter one of the following:
    • Phone number (recommended)
    • Email address
    • User ID
  3. Follow the on-screen instructions.

Once you’re done, we’ll either send you a code to help you recover your account, or show/send you a list of accounts associated with your info.

  • If you’re still unable to recover your account, select Try something else on the Account Recovery page. We’ll ask additional questions to verify your identity.

Keep in mind: Once you’re back in your account, make sure to include or update your phone number. Doing so helps increase account security and ease account recovery.

(If you're looking to access a prior year return, go here.)

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