Question

How can I access previous years worksheets? I do have access to previous years tax return but not the details of the information I entered.

Forum|Forum|2 years ago
October 16, 2023
2 replies
0 views

To review past data, I can print the tax return for previous years but that print out doens't include worksheets and other useful information that can help to understand numbers reported.

TurboTax Premier Online

DoninGA

The current PDF downloads for prior tax years include all the forms, schedules and worksheets.

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

Start the 2022 online tax return by entering some personal information then click on Tax Home on the left side of the screen.

On the Tax Home webpage -

Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)

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.

D

david-marchalandAuthor

More specifically, I'd like to get access to entered data for Investments and Savings. Form 8949 provides the information flat and I cannot get back to the source of each line item.

J

jsmel

I had the same concern. I selected the process to amend my 2022 return. That allowed me to review all the input screens just like I was preparing the reyurn. For my purposes even better than having the worksheets. Then I just closed out without filing when I found the info I wanted.This year I will print a copy of the return with worksheets. As I recall that was an option at filing time, but as you stated it doesn't seem to be after the fact.

C

claytones

I have solved this!!

The previous posters are correct. The worksheets to NOT show up by default. You can go back and download the same tax return all you want and the worksheets are not there.

HERE IS THE SECRET!

You need to goto Tak Home then goto the previous year that you want then select ...
AMEND using TurboTax

This opens the return back up. Now you can goto

Tax Tools -> Print Center. nad Print the return and this time select .....
Include government and TurboTax worksheets (optional)
This is it folks. All those delicious worksheets will be in the huge file.

Once you've printed just click Tax Home and you are back like nothing ever happened.

Can't believe I figured this out with the help of Yolanda at the online help