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You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

 
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7 Replies

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

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

Scroll down and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF) or View adjusted gross income (AGI)

You can also get free transcripts of your federal return from the IRS - http://www.irs.gov/Individuals/Get-Transcript

For a fee of $50 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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To access a prior year online tax return and you did not use TurboTax for the 2017 tax return or you did not pay for one of the 2017 online editions of either Plus, Deluxe, Premier or Self-Employed, you will need to start a 2018 Free online tax return and then Upgrade and pay for the Plus edition ($19.99).  You do not have to file the 2018 tax return only pay for the upgrade.

Go to this TurboTax website for the 2018 online editions - https://turbotax.intuit.com/personal-taxes/online/

You have to sign onto the 2018 account using the exact same User ID you used to create the prior year online tax return.  Enter your personal information in the 2018 Free edition. On the left side of the screen click on Upgrade.  Scroll down and select PLUS More Help & Tools.  Click on Upgrade Now (if Plus is grayed out then you are already using Plus and only need to pay for the upgrade)

To pay the TurboTax online account fees by credit card so you can access your prior year online tax returns, 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.  On the next page, to pay by credit card, click Pay Now.  On the next screen just click on the Continue button.  The next screen will show a review of your Fees, click on Continue.  Complete the next screen to pay by credit card and click Continue.

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

I paid Turbo Tax last year to file.  Now they want me to pay $20 to view the files I paid them last year for?

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

Turbo Tax is a scam. Wanna make a change to the info you just barely submitted for this years taxes because you clicked continue but thought of something you wanted to double check? Sure! for an upgrade fee of $39.99 we'll let you go back and change something.
Want to access your returns you paid our company to file last year? Sure! For a nominal fee of $20 we'll let you download them

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

Dont even bother DoninGA

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

If you paid for one of the 2017 online editions of either Plus, Deluxe, Premier or Self-Employed then you have access to all the prior year online tax returns through October 2019.

If you are being asked to pay for the account, then contact TurboTax support for assistance.

Support is open from 5am to 9pm Pacific time

Use this website to contact TurboTax support during business hours - <a rel="nofollow" target="_blank" href="https://support.turbotax.intuit.com/contact/">https://support.turbotax.intuit.com/contact/</a>

Support can also be reached by messaging them on these pages <a rel="nofollow" target="_blank" href="https://www.facebook.com/turbotax/">https://www.facebook.com/turbotax/</a> and <a rel="nofollow" target="_blank" href="https://twitter.com/TeamTurboTax">https://twitter.com/TeamTurboTax</a>
Sergey1
New Member

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...

Totally agree, I paid for TurboTax Deluxe and filed taxes in 2016. Now I need a copy of my tax return and I need to pay to get a copy. That is ridiculous.

You're holding my 2017 return documents hostage? I am done with Turbo Tax. You brag about being free...


Sergey1 wrote:

Totally agree, I paid for TurboTax Deluxe and filed taxes in 2016. Now I need a copy of my tax return and I need to pay to get a copy. That is ridiculous.


Ideally people should print their return or download the PDF each year prior to October 31, and they maintain control over it.   Using a paid product (PLUS or higher) provides an additional year of access.    See this FAQ:

 

FAQ:  When does access to my prior-year TurboTax Online returns expire?

https://ttlc.intuit.com/community/prior-year-return/help/when-does-access-to-my-prior-year-turbotax-...

 

If you prepared the 2016 return in Online TurboTax and access is locked, and it asks you to pay to unlock, then paying for a 2018 product will unlock all prior returns in the same account.  The minimum is 2018 Free Edition upgraded to PLUS at 19.99.    We can tell you all the steps once we know the answers to the following questions (or refer to the steps DoninGA already provided in his comments above.)

 

  1. Have you filed a 2018 return in Online TurboTax, or is one in preparation?  Or did you file elsewhere?
  2. Was the 2018 return prepared in Free Edition?
  3. Is the 2018 return in the SAME account as the 2016 online return?

There's also a free option if a return transcript will suit your purpose.   You may be able to immediately download a 2016 return transcript at the IRS website if you qualify to open an IRS account there.  Otherwise, to order a transcript to come by postal mail takes 5-10 calendar days.

http://www.irs.gov/Individuals/Get-Transcript

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