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January 23, 2021
Question

I need to access my 2018 Documents that I paid to help complete, which did not get processed. It's denying access. How can I gain access to them and file them correctly?

  • January 23, 2021
  • 1 reply
  • 0 views
I paid Turbo Tax in 2018 to help re-file my taxes. We completed it, but it was never submitted. I need access to my documents to see how it was submitted to the IRS so that know what to do and I can move forward. Turbo Tax is denying access because I haven't filed my taxes this year, but I won't do that until I rectify what happened in 2018.

    1 reply

    Employee
    January 23, 2021

    @ tiffdeitchler wrote:
    I paid Turbo Tax in 2018 to help re-file my taxes. We completed it, but it was never submitted. I need access to my documents to see how it was submitted to the IRS so that know what to do and I can move forward. Turbo Tax is denying access because I haven't filed my taxes this year, but I won't do that until I rectify what happened in 2018.

    That's confusing.   You say it was completed but never submitted.  Then in the next sentence you say "submitted to the IRS."     What do you mean by the term "refile?"    Did you efile initially, but it was rejected, so it hasn't really been filed at all?    Or did the IRS receive and process it, and now you need to formally amend it?

     

    First of all, if your submitted 2018 return was rejected and thus never filed, and if you need to continue working on it or correct something, then you'll need to finish your 2018 return in the 2018 desktop software.  Since you paid for your 2018 product, TurboTax Support should furnish you the 2018 software.   Then you can download your *.tax2018 data file and open it in the 2018 software.    You can contact TurboTax Support through this form to get the 2018 software or for further guidance:

    https://support.turbotax.intuit.com/contact

     

    You do NOT have to file a 2020 return in order to download your 2018 return PDF file and your *.tax2018 data file.   You might have to START one in order to get the links to appear, but you are not obligated to use it, and do not have to purchase it.    See the steps in this other thread which has some images on how to get past the initial screens and get to the 2018 PDF and the *.tax2018 data file.

    https://ttlc.intuit.com/community/after-you-file/discussion/re-i-d-like-to-access-my-last-year-s-tax-return-there-s-no-document-on-the-left-menu-to-select/01/1792751#M466687

     

    Employee
    January 23, 2021

    @ tiffdeitchler  I've revised the answer above a bit, since it's not clear what all you have done in regards to your 2018 return and what you are needing to do now.