Wow I hate Turbo tax

[SB292929]

They made me get the plus edition BECAUSE OF STATE RETURNS. Then I put in my bank information so that I could have my taxes owed automatically withdrawn LIKE I DO EVERY YEAR. But there is no record of it. Now I have to call the IRS??? What was the point of stupid Turbo tax? Called Turbo tax. THEY DON'T KNOW what I did and they can't help. LAST [removed] YEAR.

[Cynthiad66]

The information you need can be found in the worksheets of your return.  Here is how to print worksheets.  Make sure to select to print ALL worksheets.

If you filed your taxes with a TurboTax CD/download product, your tax return should be stored on your computer, so you can print a copy at any time. Before you e-file your return it asks you to save a PDF file to your computer.  Did you do that?

If you used TurboTax Online, you can log in and print copies of your tax return for free.

Here's how to view, download, and print your prior-year tax returns. You can access returns for the past seven years.

 

First time signing in this year

1. Sign in to your TurboTax account and select Continue on the screen showing your prior-year summary. Make sure you're using the same TurboTax account (user ID) as in prior years.
2. On the second screen showing product and pricing, scroll down and select Your tax returns & documents.
3. Select the year you want, then select Download/print return (PDF).
   • If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.

If you have already started your tax return:

Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in previous years.

There are two ways to get your prior-year returns.

1. Select Documents from the side menu, use the dropdown menu to choose the tax year you want, and select
2. Download tax PDF.
3. From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.

 Please click here for how to obtain a copy of your tax return.

@SB292929 

[SB292929]

I don’t need a copy of my tax returns. I need to see how I requested to pay. I called. They did not know if I asked for a debit or what. That information is NOT on my return. But yeah, keep trying to make this my fault. 

[DoninGA]

@SB292929 No one other than you can access your tax return.  No one in TurboTax will know how you chose to pay the taxes owed.

How you selected to pay the taxes owed will be on the Filing Instructions for the tax return.

If you selected a direct debit from your bank account that information will also be on the Federal Information Worksheet in Part V.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2023 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

[xmasbaby0]

You mention calling the IRS---which would deal with a federal tax return.  Then you say that you need help with state return information.  Which is it---or was it both?   Are you having issues with payments you thought you made to the IRS and the state?

Do your bank or credit card statements show that you paid your tax due?   Your proof that you paid will always be your own bank or credit card records.

If you print out the electronic filing instructions that are part of the pdf of your return, what does it say there for how you will pay your tax due?

[sinclajl2]

I need to look at my 2022 income tax form to get some information off of it so I can fill my taxes. All I am getting is a run around. I do not understand why it is so hard just to get to the form. Fking TurboTax. I am using another product next year.

[xmasbaby0]

@sinclajl2

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

Start a 2023 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-...

You can get a free transcript from the IRS or for a fee of $43, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

[DawnC]

If you used TurboTax Online, just sign in and scroll down to the bottom of the page - Your tax returns and documents.   @sinclajl2    If you used desktop, you saved a copy of your return to your PC.  

[JHSII]

I hate one aspect of Turbotax. It does not save or find my returns if I want to modify a return. I have it saved as a PDF (good) but I cannot import that into Turbotax to modify it.  So stupid. 

[Mike9241]

for every 1040 there should be a file xxxxx.tax20XX. that's your 1040 income tax file. when you start the next year this file is needed to transfer, not import the prior year's data. A PDF is no good. only limited data can be imported. 

if you use online you have to use the same account as the prior year to accomplish the transfer - you do not import. if you use the desktop app for Windows, when you open the app for the following year click on "Start a New Return". Then the app will search for the prior year's tax file (or you can browse to find it. In Windows, the default location is c:\users\usersname\documents\TurboTax\

Not sure about 2024 but in prior years unbeknownst to most when you open a desktop return (don't know about online) a backup is automatically created in the folder. it starts with a "~".   if need be you can remove the tilde.

someone else will probably post instructions if you use a Mac 

[JHSII]

Thanks - I'm using Windows 10.  Yes, I am aware that I cannot import the PDF - and that's the problem.  After I posted that I figured out that there's a dumb glitch in the software when saving the file:  If you change the default directory to save it in a specific location other than there, Turbotax turns it into a *.pdf file rather than keeping the .tax20xx extension.  And there's no way to rename the saved file to change it to that extension.  That's like a rookie programing mistake.

[VolvoGirl]

I've never heard of that.  You can save the .tax2023 file anywhere.   It will not turn a .tax yyyy file into a pdf.  How did you do the save?  The .tax2023 has to be somewhere on your computer.  The default is in your Documents in a TurboTax folder.  Search your whole computer for all files ending in .tax or .tax2023, etc.   Check in One Drive, Drop Box, etc.  Windows has a habit of moving your files to One Drive.

If you don't have the main .tax file you might have one that starts with a Tilde sign ~ like "~your name.tax2023". That file is if your computer crashes or your real file gets lost or deleted or corrupt so you can restore it.

Can you start the 2023 program and open your return?  In the 2023 program do a File-Save AS and give it a easy name you can find or search for. And note where it saves it or select where to save it so you can find it again. 

[JHSII]

Thanks VolvoGirl, but it's not on my computer anywhere.  Several searches yielded nothing.  It did it to me twice before I figured out this glitch.  if you change the default save directory it turns it into a PDF.

To answer your question, I went to "save as" and then directed it to where I wanted to save it and I definitely did not change the file extension myself.

I tried to boot up Turbotax again just now to replicate it but there was an update before I could run it and now it saved the file correctly as a *.tax20xx file so I am wondering if that update played a part.  Hard to say.   

[cholebear8]

Yeah. I could not download my documents this year. No money has been withdrawn from my account to pay my taxes. Do not use TurboTax! In past years, they sneakily added on extras I said I didn't want. I'm done.

[cholebear8]

Nothing is on this account when I login. Nothing except past documents I uploaded. No tax returns. I didn't even get to download a copy of my returns. Spent hours trying to do so, to no avail. I couldn't even SEE them to do screenshots. This product is a rip-off.