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Employee
June 1, 2019
Question

I received letter form the California Franchise Tax Board stating they did not receive our 2014 state tax rerun. We filed it through Turbo Tax. Can you help us retrieve it

  • June 1, 2019
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1 reply

Critter
Employee
June 1, 2019

       

See the following TurboTax support FAQ on accessing a copy of a 2014 or earlier return completed using the online editions - https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

Once the PDF has been downloaded to your computer, you can view or print the return with any PDF compatible viewer, such as Adobe Reader.

You have to sign onto your TurboTax online account with the exact same userID and password you used to create the account.

If you may have forgotten some of your login information, see the following TurboTax support FAQ -https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-user-id-or-password

Or you may have multiple accounts, see this - https://ttlc.intuit.com/questions/1901486-problems-associated-with-multiple-turbotax-accounts

If you receive a message that your tax return is Locked...

To unlock prior year returns you must start & pay for the 2015 Online program.

You have to start a 2015 return using the Free edition from this website - https://turbotax.intuit.com/personal-taxes/online/   

(If you already have the Deluxe version or better chosen then you can skip the upgrade and go straight to the payment instructions)

You must enter some basic personal information in the Personal Info section of the program.  Click Upgrade, located near the top of your screen.  In the pop-up window, scroll down to the bottom, select TurboTax Plus, and click the Upgrade Now button.  If you want to include a state program with your order click on State Taxes and complete some of the state section.

To pay for the upgrade so you can access your prior year tax returns, assuming that you signed onto your 2015 account with the exact same user ID you used for the prior returns -

To pay the TurboTax online account fees by credit card, without completing the 2015 return at this time, click on My Account at the top 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 Continue.  On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button.  The next screen will ask for all your credit card information so you can pay for the account.

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

Use the following TurboTax website to contact TurboTax customer service/support.  Support is open from 8am to 5pm Pacific time Mon - Fri. Submit your question/problem during business hours and then use the option for Call (a phone number will be provided for Call) to speak directly with a TurboTax agent -

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

Note:  The Call option will not be available when TurboTax Support is closed.

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.