How to Download Your 2021 Tax Return from TurboTax
If you filed your taxes online with TurboTax, you might be wondering how to get a copy of your 2021 tax return. Whether you need it for personal or professional reasons, downloading your tax return from TurboTax is easy and convenient. In this article, we will show you how to access and download your 2021 tax return from TurboTax in a few simple steps. We will also explain the benefits of having a copy of your tax return and how to use it for future tax planning.
Introduction
What is TurboTax and why use it?
TurboTax is the #1 best-selling tax preparation software in the US. It helps millions of people file their taxes online with 100% accuracy and get their maximum refund guaranteed. TurboTax guides you through every step of the tax filing process, from gathering your income and expense information, to claiming credits and deductions, to e-filing your return and tracking your refund status. You can also get live help from real tax experts and CPAs if you have any questions or need advice.
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How to access your 2021 tax return on TurboTax
To access your 2021 tax return on TurboTax, you need to sign in to your account at and go to Tax Home. There, you will see a section called Your tax returns & documents, where you can view and download your past and current tax returns. You can choose to download a PDF copy of your tax return, which includes all the forms and schedules that were filed with the IRS, or a .tax file, which is the data file that contains all the information you entered in TurboTax. You can use the .tax file to open your tax return in the TurboTax software if you need to make any changes or amendments.
Step-by-step guide to download your 2021 tax return from TurboTax
Step 1: Sign in to your TurboTax account
The first step is to sign in to your TurboTax account using your phone number, email, or user ID. If you don't remember your login information, you can use the to reset your password or recover your user ID. If you don't have an account yet, you can create one for free by clicking on Create an account.
Step 2: Go to Tax Home and select Your tax returns & documents
Once you are signed in, you will see a page called Tax Home, which is where you can start a new tax return, check your refund status, access helpful tools and resources, and more. Scroll down until you see a section called Your tax returns & documents. This is where you can view and download all the tax returns that you filed or started with TurboTax. Click on this section to see a list of available tax years.
Step 3: Choose the 2021 tax year and select Download/print return (PDF) or Download .tax file
From the list of available tax years, select 2021. You will see two options: Download/print return (PDF) and Download .tax file. If you want a PDF copy of your tax return that includes all the forms and schedules that were filed with the IRS, click on Download/print return (PDF). If you want a .tax file that contains all the information you entered in TurboTax, click on Download .tax file. You will see a pop-up window asking you to enter your TurboTax password for security reasons. Enter your password and click on Continue.
Step 4: Save the file to your computer or device
After you enter your password, you will see another pop-up window asking you to save the file to your computer or device. Choose a location where you want to save the file, such as your desktop, documents folder, or downloads folder. You can also rename the file if you want, but make sure to keep the .pdf or .tax extension. Click on Save and wait for the download to complete. You can then open the file with any PDF reader or TurboTax software.
Benefits of downloading your 2021 tax return from TurboTax
Keep a copy of your tax records for future reference
One of the benefits of downloading your 2021 tax return from TurboTax is that you can keep a copy of your tax records for future reference. The IRS recommends that you keep your tax returns and supporting documents for at least three years from the date you filed or the due date of your return, whichever is later. This is because you may need them in case of an audit, a claim for a refund, or an amendment. You may also need them for other purposes, such as applying for a loan, a mortgage, or a financial aid.
Transfer your tax information to next year's return
Another benefit of downloading your 2021 tax return from TurboTax is that you can transfer your tax information to next year's return. This can save you time and hassle, as you don't have to re-enter the same information again. TurboTax can automatically import your personal information, such as your name, address, Social Security number, and dependents, as well as your income and expense information, such as your W-2s, 1099s, and deductions. You can also carry over any unused credits or losses from previous years. All you have to do is review and update the information as needed.
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Share your tax return with your accountant or financial advisor
A third benefit of downloading your 2021 tax return from TurboTax is that you can share your tax return with your accountant or financial advisor. This can help you get professional advice and guidance on how to optimize your tax situation and plan for the future. For example, you can ask your accountant or financial advisor about how to reduce your taxable income, increase your deductions and credits, avoid penalties and interest, and prepare for retirement. You can also ask them about any tax changes or updates that may affect you in the next year.
Conclusion
Summary of the main points
In conclusion, downloading your 2021 tax return from TurboTax is easy and convenient. You just need to sign in to your account, go to Tax Home, select Your tax returns & documents, choose the 2021 tax year, and select Download/print return (PDF) or Download .tax file. Then, enter your password and save the file to your computer or device. By doing so, you can enjoy the benefits of having a copy of your tax return, such as keeping it for future reference, transferring it to next year's return, and sharing it with your accountant or financial advisor.
Call to action
If you haven't filed your taxes yet, don't worry. There is still time to do it online with TurboTax. TurboTax makes filing easy and fast by guiding you through every step of the process. You can also get live help from real tax experts and CPAs if you need it. Plus, you can get your maximum refund guaranteed and track it online. So what are you waiting for? Start filing today at !
Frequently Asked Questions
Here are some of the most common questions that people have about downloading their 2021 tax return from TurboTax:
Q: How do I open a .tax file?
A: A .tax file is a data file that contains all the information you entered in TurboTax. To open a .tax file, you need to have the TurboTax software installed on your computer or device. You can download the software from . Once you have the software installed, you can open the .tax file by double-clicking on it or by choosing File > Open Tax Return. You can also use the .tax file to make any changes or amendments to your tax return and e-file it again.
Q: How do I print a PDF copy of my tax return?
A: A PDF copy of your tax return is a document that includes all the forms and schedules that were filed with the IRS. To print a PDF copy of your tax return, you need to have a PDF reader installed on your computer or device, such as Adobe Acrobat Reader. You can download it for free from . Once you have the PDF reader installed, you can open the PDF file by double-clicking on it or by choosing File > Open. Then, you can print it by choosing File > Print or by clicking on the printer icon.
Q: How do I share my tax return with my accountant or financial advisor?
A: To share your tax return with your accountant or financial advisor, you can either email them the PDF or .tax file, or upload it to a secure cloud storage service, such as Dropbox, Google Drive, or OneDrive. You can also use TurboTax's Share My Data feature, which allows you to grant access to your tax information to authorized third parties. To use this feature, you need to sign in to your TurboTax account, go to Tax Home, select Your tax returns & documents, choose the 2021 tax year, and select Share My Data. Then, you can enter the email address of the person you want to share your data with and choose what information you want to share. The person will receive an email invitation to view your data on TurboTax.
Q: How do I transfer my tax information to next year's return?
A: To transfer your tax information to next year's return, you need to use the same TurboTax account and software that you used for your 2021 tax return. When you start a new tax return for 2022, TurboTax will ask you if you want to transfer your information from 2021. If you say yes, TurboTax will automatically import your personal information, income and expense information, and unused credits and losses from 2021. You can then review and update the information as needed.
Q: How do I get help from TurboTax if I have any questions or issues?
A: If you have any questions or issues with TurboTax, you can get help from various sources. You can use the TurboTax Help Center, which has answers to common questions and issues. You can also use the TurboTax Community, which is a forum where you can ask questions and get answers from other users and experts. You can also contact TurboTax by phone, chat, or email. If you need live help from a real tax expert or CPA, you can upgrade to TurboTax Live, which gives you unlimited access to on-demand advice and reviews of your tax return. 44f88ac181
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