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February 19, 2024
Question

Missing Tax Return Information

  • February 19, 2024
  • 2 replies
  • 0 views

My 2022 Tax Return Information is not located anywhere on my account. I have 2x accounts and checked both of them. I was able to finish and file my return this year by getting an IRS transcript, but I filed with TurboTax last year and have been using TurboTax for about 5 years now with no issues. I want to figure out why last year's data disappeared for me. 

I know I used TT because, I bought the full suite of services that's supposed to have live help assist. The live assistance proved to be completely USELESS because they couldn't answer any of my questions. This bad experience left a bad impression on me and now this year, I couldn't reference anything from last year because my documents were nowhere to be found. 

I won't be using TT next year after this fiasco. 

2 replies

Employee
February 19, 2024

  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/01/27010

 

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-tax-file-computer/L0XJvPaJr_US_en_US?uid=lro5b507

 

 

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
SteamTrain
Employee
February 19, 2024

Folks not understanding how to see their prior year tax returns......is why we encourage everyone to download their tax return as a PDF file to their own computer....EVERY YEAR after their file has been filed, and accepted.

 

Then you always have a copy...........as long as you back the file up off-computer, and/or make a printed copy to file away.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
December 5, 2024

I always download them.  But they changed the interface and now when you log in you are forced to begin a new return. This is unacceptable....I am only looking to see my past return status since I received (AND PAID FOR) support for my past return review by state or federal.  So you should login and see the past regardless of if you are going to use the product for 2024.  WTF.....fix this

Employee
December 5, 2024

@scottbbarnett You can enter just enough personal information into a 2024 return to get the side menu to open up, and then you can access your past returns.  You do NOT have to prepare a return if you do not want to.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**