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July 5, 2019
Question

My husband and i got married a year ago. We filed our 2018 taxes under my acct on here but i need to obtain his 2017s for the kids college. How can i do that?

  • July 5, 2019
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    1 reply

    Critter
    Employee
    July 5, 2019

    Now you know why it is soooo important to save a copy you can access anytime and not rely on a third party for access ...

     

    Simply save both a PDF copy and your tax data file to your computer or other storage device for safekeeping. Don't forget to also print out a hard copy for your files.

    This puts you in control of your tax return data, but remember that with great power comes great responsibility! We suggest making duplicate copies of everything (PDF, data file, printouts) and store them separately in case the originals gets lost or corrupted. Last but not least, take steps to protect the soft copies of your tax return.

    You can print a copy of your 2018 Free Edition return any time through October 30, 2019. But if you need to update or e-file your return, you'll need to do so by October 15, 2019.

     

    Since  he didn't file or pay for a 2018 program under the same account that he used for the 2017 return ... then he has  2 options.

     

    1) Pay for the 2018 program to unlock the prior year returns 

    You have to start a 2018 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 2018 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 2018 return at this time, click on Tools at 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 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.

                                                                                 

    2) Contact TT support and have them unlock the return since you used another account for 2017:

    Use the following TurboTax website to contact TurboTax customer service/support

    There will be some personal information gathered so a case can be created for you. A phone number will then be provided, specific to your case, 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.