Summary: How to File a Prior Year Tax Return using TurboTax and IRS.gov
This video provides a guide on how to file past tax returns, offering two primary methods: using TurboTax software and directly accessing forms from the IRS website.
Method 1: Using TurboTax
- Access TurboTax Support: Navigate to turbotax.com and locate the "Support" tab.
- Find Prior Year Filing Option: Under "Support," select the option for "File a prior year tax."
- Choose Relevant Tax Years: TurboTax typically supports filing for the 2021 and 2020 tax years.
- Select a Package: Choose the appropriate TurboTax package, ranging from "Deluxe" to "Business," based on your needs and budget.
- Purchase and Download: Proceed to purchase the software, enter payment details, and then download and install it on your device.
- Complete the Return: Once installed, open TurboTax, navigate to your account, and then to "Wages and Income" to complete the tax return for the chosen prior year. TurboTax will guide you through the process.
Method 2: Using IRS.gov
- Visit IRS Website: Go to irs.gov.
- Search for Forms: Utilize the search bar, typically located on the right-hand side of the page.
- Specify Tax Year: Search for the specific tax year you need to file for (e.g., "2017").
- Locate Prior Year Forms: The search results should direct you to a section for "prior year forms." Here, you can find and download the necessary tax forms for years like 2021 and 2022.
- Mail to IRS: After downloading and completing the forms, you will need to mail them back to the IRS.
Key Takeaways:
- TurboTax: Offers a guided software solution for filing prior year returns, simplifying the process.
- IRS.gov: Provides direct access to downloadable tax forms for various past years, requiring manual completion and mailing.
- Actionable Insight: Both methods are presented as viable options depending on user preference and technical comfort.
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