How do I view previous tax returns on TaxAct?

To access and/or download prior year returns:

Table of Contents

Sign in to the TaxAct account used to prepare the return.
Click the My Taxes tile.
Click the year you wish to download to expand the menu and see your return(s).
Choose your return (to save your return on your computer, click Download).

Why can’t I log into my TaxAct account?

If you’ve successfully updated your password and are still having difficulty logging in, check that the caps lock or numbers lock is on or off appropriately. You can also check your auto-fill or auto-complete settings, password management settings, or security software interference.

How do I access my TaxAct account?

Just go to the TaxAct Sign In page. If you forgot your username or password, we’ll help you from there!

Does TaxAct save previous tax returns?

NOTE: TaxAct® does not provide archived copies of returns filed through the TaxAct Desktop or TaxAct Professional Editions. If you no longer have access to your saved return file, you can receive a copy of a successfully filed return from the IRS by calling 800-829-1040.

Can I view old tax returns online?

Online Using Get Transcript. They can use Get Transcript Online on IRS.gov to view, print or download a copy of all transcript types. Those who use it must authenticate their identity using the Secure Access process.

How do I get a copy of my taxes from TaxAct?

Copies of tax returns from year 2016 to present are available through your TaxAct online program. If you need a copy for a return prior to 2016, contact the IRS at 1.800. 829.1040. You’ll need to know the tax year, username, and password used when you registered the account.

How do I recover my TaxAct account?

Forgot Online Username or Password

Go to the Sign In page.
Click on either Forgot Username or Forgot Password.
To retrieve a username, click the Forgot Username link. Enter your email address, and click Continue.
To reset a password, click the Forgot Password link.

How many years of tax returns should you keep?

3 years
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

How do I find my 1040 TaxAct?

To preview your return you may use the following instructions to view a PDF copy of your Form 1040.

From within your TaxAct return (Online or Desktop) click Federal.
Click Summary under Federal.
Scroll down and click the Preview Form 1040 button.
Click the Preview button to view a PDF of the Form 1040.

How do I reset my TaxAct password?

To reset your password:

Click the Forgot Password link.
Enter the Username.
Click Continue.
Answer the Secret Question.
Click on Continue.
Enter a New Password and enter the Confirm Password.
Click on the Send Reset Email button.
You will then need to check your email to validate the new Password.

Is there a problem with TaxAct website?

Taxact.com is UP and reachable by us.

How do I open a return in TaxACT Online?

In the My Taxes page, click to expand the appropriate tax year, then click the Open Return link under Actions on the right to access a return. Note. Returns from 2018 and older are no longer available for editing on TaxAct Online.

From the My Taxes page, click the downward-facing arrow next to the appropriate tax year to expand the return list. 2015 and earlier returns are no longer available on TaxAct Online.

How do I access an existing current year return?

To access an existing current-year return: Click Continue Where I Left Off to open your most recently accessed current year return, or click the My Taxes tile to access other tax returns. In the My Taxes page, click to expand the appropriate tax year, then click the Open Return link under Actions on the right to access a return. Note.

How do I open a previous year’s tax return?

Click Continue Where I Left Off to open your most recently accessed current year return, or click the My Taxes tile to access other tax returns. In the My Taxes page, click to expand the appropriate tax year, then click the Open Return link under Actions on the right to access a return.