TURBOTAX ONLINE WARRANTIES
Individual TurboTax returns:
- 100% Accurate Calculations Guarantee - Custom Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.
- Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or your money back - Tailored returns:If you receive a larger refund or less tax liability from a different tax preparation method by filing an amended tax return, we will refund the corresponding TurboTax purchase price paid at the federal and/or state level. (TurboTax Online Free Edition customers are eligible for a $30 payment.) This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.
- Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the US Treasury based on your 2022 TurboTax individual tax return, we offer help with questions and answers with a tax expert if you preferControl-Support-Center, for audited individual tax returns submitted to TurboTax for the current 2022 tax year and for non-business individual tax returns for the last two tax years (2021, 2020). Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will provide a federal and/or state refund of the TurboTax purchase price paid. (TurboTax Free Edition customers are eligible for a $30 payment.) This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.
TurboTax Business Returns:
- 100% Accurate Calculations Guarantee - Business Returns.If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. You are responsible for paying any additional tax obligations. Additional terms and restrictions apply. I seeTerms of usefor details.
- TurboTax Audit Support Guarantee - Business Returns.If you receive an IRS or Internal Revenue Service review letter for your 2022 TurboTax business return, we offer Q&A assistance with a tax expert upon requestControl-Support-Center, for audited corporate statements filed with TurboTax for the current tax year 2022. Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will refund the federal and/or state purchase price of TurboTax Live Business or TurboTax Live Full Service Business, as applicable. Additional terms and restrictions apply. I seeTerms of usefor details.
- Satisfaction Guaranteed:You can use TurboTax Online for free until you decide to print or file your tax return online. When you print or file your tax return online, you reflect your satisfaction with TurboTax Online. At this point, you need to pay or register for the product.
- The TurboTax Live Full Service Guarantee means your tax preparer will find every dollar you deserve. Your specialist will only sign and submit your tax return when they are satisfied that it is 100% correct and that you are getting the best possible result. If you receive a larger refund or less tax liability from another tax advisor, we will refund the applicable federal and/or state purchase price paid for the full TurboTax Live service. If you pay an IRS or government penalty (or interest) because of a mistake made by a TurboTax tax preparer or CPA when acting as the signed preparer on your tax return, we will pay you the penalty and interest. Restrictions apply. I seeTerms of usefor details.
- 100% Accurate Certified Expert Guarantee:If you pay an IRS or government penalty (or interest) as a result of an error made by a TurboTax tax preparer or accountant in providing tax advice on a specific topic, a section overview, or as a signed preparer of your tax return, the penalty will be paid to you and interest. Restrictions apply. I seeTerms of usefor details.
TURBOTAX ONLINE/MOBILE PRICES:
- Try/pay for free when you submit:TurboTax online and mobile pricing is based on your tax situation and varies by product. TurboTax Free ($0 Federal + $0 State + $0 To File) is available forsimple tax returnsonly (check if you qualify) and has limited functionality. Offer subject to change or termination at any time without notice. Actual pricing for paid editions depends on the edition you use and when it was published in print or online and is subject to change without notice. Special discount offers may not apply to mobile in-app purchases.
- TurboTax Live Assisted Basisangebot:Offer available only with TurboTax Live Assisted Basic and forsimple tax returnsonly. Not all taxpayers are eligible. To be eligible for the offer, the application must be submitted by March 31, 2023. Includes state tax returns and one (1) federal tax return. Intuit reserves the right, in its sole and absolute discretion, to modify or terminate this TurboTax Live Assisted Basic offer at any time and for any reason. As you add services, the service fees will adjust accordingly. If you file after March 31, 2023, you will be charged the current list price for TurboTax Live Assisted Basic and an additional state tax filing fee will apply.Current prices can be found here.
- Earnings (TurboTax Premium, formerly self-employed):Estimates are based on deductible business expenses calculated at the self-employment tax rate (15.3%) for tax year 2021. Actual results may vary depending on your tax situation.
- Every time and everywhere:Internet access required. Standard data charges apply for downloading and using the mobile app.
- The fastest possible refund:Faster tax refund with electronic file and direct deposit. Tax refund deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
- Receive your tax refund up to 5 days earlier:Individual taxes only. When it's time to file, you can file your tax refund directly in Credit Karma Money™ and receive your money up to 5 days early. If you choose to pay the tax preparation fee with TurboTax through your federal tax refund or choose to take advantage of the advance refund credit, you will not be eligible for a refund up to five days in advance. The early 5-day program can be changed or discontinued at any time. Access to your federal tax refund up to 5 days earlier than standard online tax return filing is dependent on the IRS submitting your refund information to the bank prior to the release date. The IRS cannot submit refund information in advance.
For credit karma money (checking account):Banking services are provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply.
No fees:Third party charges may apply. See our Account Terms and Disclosures for more information.
- Pay TurboTax from your federal refund:Individual taxes only. There is a $39 refund fee for this payment method. Prices are subject to change without notice.
- TurboTax Help and Support:Access to a TurboTax product specialist is included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live Assisted and TurboTax Live Full Service. not included in the Free Edition (but available as an upgrade). TurboTax experts are available to provide general assistance and customer support in using the TurboTax product. Services, specialties, experience levels, wait times, hours of operation and availability vary and are subject to restrictions and change without notice. Restrictions apply. Please referTerms of usefor details.
- Tax tips, expert reports and TurboTax Live:Access to expert tax advice and review (the ability to have a tax audit performed by a tax professional and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from any other version and is available until December 31, 2023 . Intuit will assign you a tax professional based on availability. Availability of tax and accountants may be limited. Certain tax matters or situations may not be part of this service, at the sole discretion of the tax professional.For the TurboTax Live Assisted product:If your tax return requires a significant amount of tax advice or actual preparation, the tax professional may need to sign on as a preparer and then take primary responsibility for preparing your tax return.For the TurboTax Live Full Service product:Skip tax preparation by uploading your tax documents, finding an expert and meeting with an expert in real time. The tax preparer signs your tax return as the originator. The opportunity to retain the same specialist preparer in subsequent years will be available from December 2023 and is based on a specialist's decision to continue employment with Intuit. Administrative services can be provided by tax assistants. On-screen help is available on desktop, laptop, or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited number of contacts available to each customer, but is not related to hours of operation or service coverage. Service, specialty, experience level, wait times, hours of operation and availability vary and are subject to restrictions and change without notice.
- TurboTax Live Full Service - Qualification for Offer:Depending on your tax situation, you may be asked to answer additional questions to determine your eligibility for the full service offering. Some complex tax situations require an additional fee and some do not qualify for the full service offering. These situations may include, but are not limited to, multiple sources of business income, large cryptocurrency trading volumes, taxable foreign assets and/or significant foreign capital gains. Offer details are subject to change at any time without prior notice. Intuit, in its sole discretion and at any time, may determine that certain tax issues, forms and/or statements are not included in the TurboTax Live Full Service. Intuit reserves the right to refuse to submit a tax return for any reason in its sole discretion. Additional restrictions apply. I seeTerms of usefor details.
- Smart information:Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service or PLUS benefits and available through 01/11/2023. Terms and conditions may vary and are subject to change without notice.
- Features of My Documents:Included with TurboTax Deluxe, Premier, Self-Employed, Premium TurboTax Live, TurboTax Live Full Service or PLUS benefits and available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.
- Access to the tax return:Included with all TurboTax Free Edition, Deluxe, Premier, Self-Employed, Premium, TurboTax Live and TurboTax Live Full Service customers. Access to the last seven years of tax returns we have stored for you is possible until 31 December. accessible. 2024. Terms and conditions may vary and are subject to change without notice.
- Easy online change:Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service or PLUS benefits. Make changes to your 2022 tax return online for up to 3 years after it is filed and accepted by the IRS through 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax professional will amend your 2022 tax return for you by November 15, 2023. After 11/15/2023, TurboTax Live Full Service customers can amend their 2022 tax return themselves using the simple online amendment process described above.
- #1 Best Selling Tax Software:Based on aggregate sales data for all TurboTax products for fiscal year 2021.
- No. 1 solution for electronic submission of tax returns for the self-employed:Based on IRS data for sole proprietors as of 2022, tax year 2021. Self-employed, defined as filing a Schedule C/C-EZ tax form. Online competitor data comes from press releases and SEC filings. "Online" means an individual income tax return (not signed by the preparer) that is prepared electronically and submitted either by email or printed, excluding returns prepared using desktop software or returns prepared by FFA, 2021.
- Complete control:Covered by TurboTax, accurate calculations and maximum refundThe guarantee. Restrictions apply. I seeTerms of usefor details.
- 1099-K Snap and Autofill:Available only on mobile apps and mobile web.
- 1099-NEC Snap und Autofill:Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Only available on the mobile app. The feature is available on the Schedule C tax form for TurboTax filers with 1099-NEC income.
- Tax assessor throughout the year:Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you complete and submit a self-employed TurboTax product.
- **Invite a friend:Rewards valid for up to 10 friends or $250 - seeOfficial Terms and ConditionsFor more information.
- Average refund amount:The amount of $3252 is the average refund received by US taxpayers based on IRS data date through 12/30/22 and may not reflect the actual refund amount received.
- Average discount amount:Based on average amount of deductions/expenses found by self-employed TurboTax customers who submitted Schedule C Expenses in tax year 2021 and may not reflect actual deductions found.
- More discounts for the self-employedBased on the average amount of expenses found from TurboTax Premium customers (ex-self-employed) syncing accounts, entering transactions and categorizing them versus entering them manually. Individual results may vary.
- TurboTax Online Business Products:For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently do not support the following tax statuses: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple Filing Policy, Exempt Business/Non-Business. Profits, corporations electing to be treated as a C-Corp, sole proprietorships under Schedule C, payroll, sales tax or quarterly returns, and foreign income.
TURBOTAX CD/DOWNLOAD WARRANTIES
Individual TurboTax returns:
- 100% Accurate Calculations Guarantee - Custom Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. Excludes TurboTax business income. Additional terms and restrictions apply. I seeLicense Agreementfor details.
- Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or your money back - Tailored returns:If you receive an increased refund or reduced tax liability from a different tax preparation method by filing an amended tax return, we will refund the applicable federal and/or state TurboTax software license purchase price you paid. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. Excludes TurboTax business income. Additional terms and restrictions apply. I seeLicense Agreementfor details.
- Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the US Treasury based on your 2022 TurboTax individual tax return, we offer help with questions and answers with a tax expert if you preferControl-Support-Center, for audited individual tax returns submitted to TurboTax for the current 2022 tax year and for non-business individual tax returns for the last two tax years (2021, 2020). Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will refund the applicable federal and/or state TurboTax license purchase price you paid. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional restrictions apply. I seeLicense Agreementfor details.
TurboTax Business Returns:
- 100% Accurate Calculation Guarantee - Business Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. You are responsible for paying any additional tax obligations. Additional restrictions apply. I seeLicense Agreementfor details.
- Maximum Tax Savings Guarantee:If you receive a lower tax liability (or a higher business tax refund) from another tax preparation method using the same dates, TurboTax will refund the corresponding TurboTax Business Desktop license purchase price you paid. I seeLicense Agreementfor details.
- Satisfaction Guarantee/60 Day Money Back Guarantee:If you're not completely satisfied with TurboTax Desktop, go torefundrequest.intuit.comwithin 60 days of purchase and follow the process listed to submit a refund request. You must return this product with your license code or order number and a date of receipt.
TURBOTAX CD/DOWNLOAD
- Installation requirements:A free Intuit online account is required for the download option. An internet connection is required to activate the product. You must accept TurboTaxLicense Agreementto use this product. Not intended for use by paid creators.
- CD/Download TurboTax Products:The price includes tax preparation and printing of federal tax returns as well as the free electronic federal file with up to 5 federal tax returns. Additional fees may apply for electronic filing of state tax returns. Electronic filing fees may not apply in some states.More information can be found here. Save and compare prices based on expected price increase. Software updates and optional online features require an Internet connection.
- The fastest possible refund:Faster federal tax refund with e-file and direct deposit. Tax refund deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
- Average refund amount:The amount of $3252 is the average refund received by US taxpayers based on IRS data date through 12/30/22 and may not reflect the actual refund amount received.
- TurboTax Product Support:Hours of operation and options for customer service and product support vary by time of year.
- #1 Best Selling Tax Software:Based on aggregate sales data for all TurboTax products for fiscal year 2021.
- Deduct from your federal refund:There is a $40 refund fee for this payment method. Prices are subject to change without notice.
- Data input:Imports financial data from participating companies. A free Intuit online account may be required. Quicken and QuickBooks import is not available when TurboTax is installed on a Mac. Imports from Quicken (2020 and later) and QuickBooks Desktop (2020 and later). only for the two windows. Quicken import is not available for TurboTax Business. Quicken products are provided by Quicken Inc. Quicken import subject to change.
All features, services, support, prices, offers and terms and conditions are subject to change without notice.
FAQs
How do I retrieve previous years tax returns? ›
The Internal Revenue Service (IRS) can provide you with copies of your tax return from the most recent seven tax years. You can request copies by preparing Form 4506 and attaching payment of $43 for each one. Once the IRS receives your request, it can take up to 60 days for the agency to process it.
What is the lookback rule for taxes in 2023? ›In plain language, the taxpayer is entitled to receive a refund for the amounts paid through withholding because the claim for refund was filed within three years of the original return and by the last possible date of the lookback period under Notice 2023-21 (i.e., July 15, 2020, plus three years).
Can I amend a tax return from 5 years ago? ›Any amended Form 1040 and 1040-SR returns older than three years, or Form 1040-NR and 1040-SS/PR returns older than 2 years cannot be amended electronically. Amended returns for any other tax years or tax forms must be filed by paper.
How do I fix past tax mistakes? ›Use Form 1040-X, Amended U.S. Individual Income Tax Return, and follow the instructions. You should amend your return if you reported certain items incorrectly on the original return, such as filing status, dependents, total income, deductions or credits.
Can I look up my old tax returns online? ›Access Tax Records in Online Account
You can view your tax records now in your Online Account. This is the fastest, easiest way to: Find out how much you owe.
You can get your tax return transcript instantly with the Get a Tax Transcript tool on the IRS website or by calling the IRS at 1-800-908-9946. Alternatively, you can complete and mail in Form 4506-T, Request for Transcript of Tax Return.
How far back can the IRS audit you? ›How far back can the IRS go to audit my return? Generally, the IRS can include returns filed within the last three years in an audit. If we identify a substantial error, we may add additional years. We usually don't go back more than the last six years.
What is the three-year look back rule IRS? ›The three-year lookback period is as follows: Taxpayers who file claims for credit or refund within three years from the date the original return was filed will have their credits or refunds limited to the amounts paid within the three-year period before the filing of the claim plus the period of any extension of time ...
What is the IRS lookback rule? ›The lookback period is the five-year period before the excess benefit transaction occurred. The lookback period is used to determine whether an organization is an applicable tax-exempt organization.
What is the oldest tax return I can file? ›6 Years for Filing Back Taxes, 3 Years To Claim a Refund
The IRS will eventually intercede and file a substitute tax return for you if you wait too long and if you had any income during the year in question, and this probably would not be in your best interest.
How many years can you go back to redo taxes? ›
Generally, to claim a refund, you must file Form 1040-X within 3 years after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later.
Is there a penalty for filing an amended tax return? ›Is there a penalty for filing an amended tax return? In most cases, no. If you make a mistake, even a big mistake like forgetting to report all your 1099 earnings, and you need to resubmit your tax return, there's no need to worry.
Does IRS catch all mistakes? ›Does the IRS Catch All Mistakes? No, the IRS probably won't catch all mistakes. But it does run tax returns through a number of processes to catch math errors and odd income and expense reporting.
Who is responsible for tax return mistakes? ›Am I Responsible If My Tax Preparer Makes a Mistake? Yes. If you signed on the bottom line, you are responsible for a mistake on your tax returns and you are on the hook for any penalties the IRS charges. That said, the professional who prepared your return may offer to reimburse you for any losses due to errors.
How much income can go unreported? ›Depending on your age, filing status, and dependents, for the 2022 tax year, the gross income threshold for filing taxes is between $12,550 and $28,500. If you have self-employment income, you're required to report your income and file taxes if you make $400 or more.
What is the difference between a tax return and a tax transcript? ›Answer: A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed.
How do you speak to a live person at the IRS? ›Contact an IRS customer service representative to correct any agency errors by calling 800-829-1040 (see telephone assistance for hours of operation).
Does the IRS have copies of my old tax returns? ›If you need a photocopy of a previously processed tax return and attachments, complete Form 4506, “Request for Copy of Tax Form” and mail it to the IRS address listed on the form for your area. There is a fee of $39.00 for each tax period requested. Copies are generally available for the current and past 6 years.
How do I get a copy of a 20 year old tax return? ›To get a complete copy of a previously filed tax return, along with all attachments (including Form W-2), submit Form 4506, Request for Copy of Tax Return.
Can I get a copy of my tax return from 30 years ago? ›You can request old tax returns from the Internal Revenue Service (IRS).
What is the IRS 6 year rule? ›
6 years - If you don't report income that you should have reported, and it's more than 25% of the gross income shown on the return, or it's attributable to foreign financial assets and is more than $5,000, the time to assess tax is 6 years from the date you filed the return.
Can the IRS come after you after 10 years? ›Background. Each tax assessment has a Collection Statute Expiration Date (CSED). Internal Revenue Code section 6502 provides that the length of the period for collection after assessment of a tax liability is 10 years. The collection statute expiration ends the government's right to pursue collection of a liability.
What are red flags for the IRS? ›Some red flags for an audit are round numbers, missing income, excessive deductions or credits, unreported income and refundable tax credits. The best defense is proper documentation and receipts, tax experts say.
What is the IRS 2 of 5 year rule? ›If you owned the home for at least 24 months (2 years) out of the last 5 years leading up to the date of sale (date of the closing), you meet the ownership requirement. For a married couple filing jointly, only one spouse has to meet the ownership requirement.
What is the IRS 7 year rule? ›Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction. Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return. Keep records indefinitely if you do not file a return.
What is the 5 year tax rule? ›The Roth IRA five-year rule says you cannot withdraw earnings tax-free until it's been at least five years since you first contributed to a Roth IRA account. This five-year rule applies to everyone who contributes to a Roth IRA, whether they're 59 ½ or 105 years old.
What does IRS look at in an audit? ›During an IRS tax audit, the IRS looks at all of the subject's financial reporting and tax information and has the authority to request additional financial documents, such as receipts, reports, and statements.
What happens if you don't file taxes for 7 years? ›Penalties can include significant fines and even prison time. Luckily, the government has a limited amount of time in which it can file a criminal charge against you for tax evasion. If the IRS chooses to pursue charges, this must be done within six years after the date the tax return was due.
What happens if you don't file taxes for 10 years? ›You may struggle to get loans because many lenders want to see your tax return. The IRS may seize your passport. The IRS may assess civil or criminal tax evasion penalties against you. You will lose your right to claim refunds for prior years.
Can you skip a year of filing taxes? ›It's illegal. The law requires you to file every year that you have a filing requirement. The government can hit you with civil and even criminal penalties for failing to file your return.
Can I get a tax refund from 4 years ago? ›
When is the IRS deadline to claim an undelivered tax refund? The IRS is required to keep the filing open and hold on to unclaimed income tax refunds for three years. If you don't file for the tax refund after three years, the money becomes property of the US Treasury, and you won't be able to get it back.
How much does an amended return cost? ›The caveat is that the amended return must be filed within either three years of the original filing date, or within two years of when the tax was paid, to be considered eligible. Federal: $50.95 to $94.95. Free version available for simple tax returns only. State: $39.95 to $54.95.
How much does it cost to refile taxes? ›An IRS tax amendment for the current Taxyear can be prepared on eFile.com at no charge; see how to amend a tax return for any tax year here. If you filed your IRS accepted current Taxyear return on eFile.com, you can prepare your 1040-X in your eFile.com account and print and mail it to the IRS for free.
Does the IRS have to accept an amended return? ›If you filed an income tax return and believed it to be true and correct when originally filed, you have no obligation to file an amended income tax return. There is no statute or caselaw that requires you to notify the IRS of your error.
How can I get a copy of my W-2 online? ›In the event you lose your Form W–2, or require a duplicate copy you can download a copy from Cal Employee Connect under the "W-2" tab. You also can request one from the State Controller's Office.
How do I get my old tax return from H&R Block? ›To get a copy of your H&R Block online prior-year return, sign in to your account with the same username and password used to originally create the account. Then, just access the Prior years link in the Taxes section. You'll then see all the years of tax returns available in your account.
How do I pull up old tax returns on Turbotax? ›- Select Documents from the side menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
- From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF)
Send your request with a check or money order payable to the Social Security Administration. Please include your SSN on the check or money order. You also can pay with a credit card by completing Form-714. Regular credit card rules apply.
Can you print old W-2 forms? ›If you need to reprint W-2s that were filed in previous years, payroll software generally stores this data. Some employers have employee self-service portals, which via their unique log-in and password, employees can print or reprint copies of W-2s; a software company can help you to establish this service.
How do I get my old W-2 if I didn't file taxes? ›Call the payroll department of your current or former employer. This is the easiest way to get an old W-2 form. Employers are required to save important tax information such as your current and prior-year W-2s.
How many years does H&R Block keep records? ›
If you prepared your prior-year return with an H&R Block paid account, you'll find a link to all your returns under your account. In fact, we keep your available returns in our storage vault for six years — so you can download or print a copy of your prior-year return anytime.
How do I get my W-2 from 10 years ago? ›- You can get a wage and income transcript, containing the Federal tax information your employer reported to the Social Security Administration (SSA), by visiting our Get Your Tax Record page. ...
- You can also use Form 4506-T, Request for Transcript of Tax Return.
Claim a Refund
If you are due a refund for withholding or estimated taxes, you must file your return to claim it within 3 years of the return due date. The same rule applies to a right to claim tax credits such as the Earned Income Credit.
The most common reason for not finding returns is signing in with the wrong user ID, which can happen if you have multiple accounts. It's best to use the same account every year so all of your tax returns will be stored in one place.
Where are TurboTax files stored? ›Your tax files are stored wherever you saved them. If you wish to be sure, search for *. tax files on your local disk. The default folder is usually Documents\TurboTax .