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March 5, 2025
Question

How do I compare 2023 tax return to 2024 return before I file?

  • March 5, 2025
  • 1 reply
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    1 reply

    JohnB5677
    March 5, 2025

    If you can get a copy of your 2023 return and we can compare it to the 2024.

    To get last years taxes sign into your TurboTax account. 

    1. Make sure you're using the same TurboTax account (same user ID) as in previous years.
    2. There are two ways to get your prior-year returns.
      1. Select Documents from the side menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
      2. From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

    For more information go to How do I view, download, or print a prior-year tax return?

     

    To get this years return

     

    From the left sidebar

    1. Select Tax tools
    2. Hint: You may have to minimize the Federal and State selections
    3. Click Tools
    4. A Menu will pop up
    5. Select View tax summary
    6. On the left panel click Preview my 1040

    Some Key numbers to compare:

    • 11 Adjusted Gross Income
    • 12 Deductions
    • 15 Taxable income
    • 16 Tax
    • 19 Child Tax Credit
    • 26 Earned Income Tax Credit
    • 28 Additional Child Tax Credit
    • 33 Total Payments
    • 34 Overpayment
    • 35a Refund
    • 37 Amount you owe
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