@ caseybam wrote:
I did use Turbotax online for 2023. So how can I find the 2023 5 digit pins I used. It doesn't show up on my printed tax return and Turbo tax won't let me review the 2023 because it's been filed. It would be nice if they printed the pins near the signatures page.
As mentioned earlier in this thread and in my most recent comment to you, you don't need the 5-digit PIN from 2023 when using 2023 AGI to verify. As I mentioned above, it's likely the AGI that is causing your efile rejection. On the Signature page you can even use a new 5-digit PIN every year, if you wish. But since you want the old PIN, there are a couple of ways you may be able to find it.
Method One:
If you used the same Online account for 2024 as you did for 2023, it may have transferred into your 2024 return. You can look at your 2024 Federal Information Worksheet. IF it's there, it would be way down near the bottom of Part VII. To see a PDF of your current 2024 return, you can follow these steps:
Open your return interview back up.
In the left menu column go to Tax Tools tab, then subtab Print Center.
- At the Print Center choose "Print, save, view this year's return."
- If you haven't yet paid for 2024 return, it will ask you to pay (credit/debit card only.)
- The next screen should offer some options: "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
- The latter has the most pages.
Method Two:
Or you can look and see if it's in your 2023 Federal Information Worksheet (again way down near the bottom of Part VII.) If you haven't already done so, download a new 2023 PDF from your Online account by going to "Your Tax Returns & Documents" for 2023. An old PDF from 2023 that you downloaded last year may not have all the worksheets. In fact, there's no guarantee that even a newly-downloaded 2023 PDF will have all the worksheets. You'd just have to look.
If the new 2023 PDF doesn't have the 2023 Federal Information Worksheet, you could phone TurboTax Support to see if you could talk them into providing you the 2023 desktop software to install on your computer, and then you could download the *.tax2023 data file from your online account to open in the 2023 software. Then one would go into Forms Mode to view the 2023 Federal Information Worksheet to see if the PIN is there.
NOTE: Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
This answer has been verified for accuracy by an Intuit expert employee
