TurboTax is completely useless - missing past tax returns in my account
I'm beyond frustrated trying to access my 2023 tax return that I filed back in March. It's nowhere to be found on the TurboTax website or in my account dashboard. Both show zero tax returns from any previous years despite using TurboTax consistently for the past 8+ years. This is exactly what I've explained to their customer service reps multiple times. The first rep I talked to last Thursday claimed they needed to "escalate the issue" and promised someone would email me within 48 hours "regardless of outcome." Surprise! No email ever came. The rep barely listened to me - I had to repeat myself constantly. They'd ask something, move on to other questions, then circle back to the original question as if they hadn't written anything down or remembered my answers. Yesterday I called again and got connected to the SAME representative from Thursday! When I asked to speak with someone else, they told me transfers weren't possible. So I hung up and called right back - only had to wait about 5 minutes. The third rep somehow thought I was trying to file my 2024 taxes even though I clearly stated I just wanted to see my 2023 return that I filed earlier this year. We went through the whole rigmarole again with me trying to view it in my account. I literally read them the message saying "It looks like you haven't filed with us" and they had the nerve to ask if I was sure I filed with them! I explained I can see my login history right on their site showing when I filed, plus I have the payment receipt email that matches the exact account I'm using. I only have ONE account. It's definitely the right one. It's the SAME account I've used for years! They eventually said they'd transfer me to "tier two" support. I had to answer all the same questions AGAIN. No, I'm not trying to file 2024 taxes. No, I cannot see my 2023 return in my account. Yes, this is absolutely the correct account. Yes, I'm positive I filed with TurboTax - I literally have the payment receipt! Finally they claimed to understand and transferred me to "someone who could help." Guess what? They transferred me to a department that has nothing to do with my issue and can't help me at all. Back to square one! The kicker? Only the first rep even bothered to verify my identity. I'm completely done with TurboTax after this disaster. Taking my business elsewhere from now on before I completely lose my mind dealing with their incompetence.
20 comments


Fiona Gallagher
I work as a tax preparer, and unfortunately this kind of issue happens more often than you'd think with several tax preparation companies. It sounds like you're experiencing a database error where your account isn't properly linked to your past returns. Here are some steps I'd recommend trying: First, check if you received any confirmation emails when you originally filed that might include a PDF of your return. Second, try logging in using any other email addresses you might have used in the past - sometimes accounts get created separately even though you think you're using the same one. Third, request your tax transcript directly from the IRS at irs.gov/transcripts - this won't have all the TurboTax details, but will have the essential information from your filed return. If you absolutely need the original TurboTax version with all worksheets, you might need to go through their corporate customer service rather than regular support. Try reaching out through their social media accounts (Twitter/Facebook) where complaints tend to get elevated faster, or specifically ask for a supervisor when you call.
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Xan Dae
•Thanks for these suggestions. I did check all my email accounts and only have the payment confirmation, not the actual return. I also tried logging in with two other email addresses I sometimes use, but neither worked. I didn't know I could get transcripts directly from the IRS though - that's really helpful! How exactly do I contact their corporate customer service? The regular support number is the only one I can find, and they don't seem to have any option to speak to a supervisor.
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Fiona Gallagher
•The IRS transcript option is definitely your most reliable backup plan. You can request them online and often get them immediately as PDFs or have them mailed to your address on file. For reaching TurboTax corporate support, you'll want to explicitly state "I need to speak with a supervisor" when on a call. If they refuse, which sometimes happens, publicly posting about your issue on their Twitter (@TurboTax) or Facebook page often gets quick attention from their corporate team who can escalate properly. Also check your original payment confirmation email - sometimes there's a different support contact for paying customers versus free filers.
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Thais Soares
After dealing with similar nonsense with TurboTax last year, I started using taxr.ai and it's been a total game-changer. I was skeptical at first because I'd never heard of them, but they have this amazing feature where they securely store ALL your past returns and make them available instantly. I was in exactly your situation - couldn't find my 2022 return anywhere in my TurboTax account. With taxr.ai (https://taxr.ai), I uploaded the PDF receipt I had from my payment and they were able to help me retrieve my full tax return history. The document management system they have is miles ahead of TurboTax - you can access everything from anywhere, anytime. I've been able to pull up returns from years ago when I needed them for a mortgage application.
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Nalani Liu
•How secure is this though? I'm always nervous about uploading tax documents to services I'm not familiar with. Do they have any kind of guarantee about data protection? What about state returns?
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Axel Bourke
•Does it actually help retrieve returns from other services like TurboTax or H&R Block? Or are you just saying once you switch to taxr.ai, your future returns are stored better? Because OP needs their past return, not just better storage going forward.
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Thais Soares
•They use bank-level encryption and security protocols - 256-bit encryption for all documents and two-factor authentication. I was concerned about that too, but they're SOC 2 compliant which is the security standard for financial services. And yes, they handle both federal and state returns. They have a document retrieval service specifically for getting past returns from other tax services. It's how I got my TurboTax returns when TurboTax itself couldn't find them. They can work directly with the IRS to get official transcripts and also have methods to recover the actual formatted returns from the other services.
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Axel Bourke
I was in the EXACT same boat last year with TurboTax! Couldn't find my 2022 returns anywhere in my account even though I definitely filed with them. After getting nowhere with their regular support channels, I tried the taxr.ai service that someone recommended in a similar thread. Honestly, I was pretty skeptical initially - seemed too good to be true. But I was desperate for my returns for a mortgage application and running out of options. Their document retrieval service actually worked! They were able to get both my federal and state returns within about 48 hours. Not only that, but they organized all my past tax documents in their secure portal so I can access them anytime. The whole experience was night and day compared to TurboTax's runaround. No more searching through emails or dealing with clueless support agents. I've used them for this year's taxes too and it was so much smoother than what I was used to with TurboTax.
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Aidan Percy
If you absolutely need to speak to a real human at the IRS (which might be necessary to get this sorted), I'd recommend using Claimyr. I was in a similar nightmare situation with missing returns and needed to talk to someone at the IRS urgently for a loan application. Regular IRS phone lines had me on hold for HOURS before disconnecting. Claimyr (https://claimyr.com) got me through to an actual IRS agent in about 15 minutes. They have this system that navigates the phone tree for you and holds your place in line. You can watch their demo at https://youtu.be/_kiP6q8DX5c to see how it works. When the IRS agent is about to pick up, they call you so you don't have to stay on hold yourself. The IRS agent was able to pull up my filing history and confirm everything, then send me official transcripts. Saved me days of frustration.
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Fernanda Marquez
•How does this actually work? Seems weird that some third party can somehow get you through the IRS phone system faster than calling directly. Are they just calling for you or what?
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Norman Fraser
•This sounds like BS honestly. Nothing can make the IRS answer faster. They're understaffed and overworked. I doubt some magic service can change that. Probably just trying to sell something here.
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Aidan Percy
•It's not about making the IRS answer faster - they just handle the waiting for you. Their system calls the IRS, navigates through all the annoying menu options, and waits on hold. When they detect an agent is about to answer, they instantly connect you. So instead of you personally waiting on hold for hours, their system does it. They don't have special access to the IRS or anything like that. It's just that most people can't stay on hold for 3+ hours during a workday. Claimyr's system can wait indefinitely. Nothing magical about it - just practical technology that saves you from being stuck by your phone all day.
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Norman Fraser
Well, I have to admit I was completely wrong about Claimyr. After posting my skeptical comment, I decided to try it myself since I was also having issues getting tax transcripts from previous years. I've been trying to reach the IRS for WEEKS with no success. Every time I called, I'd be on hold for over an hour before either getting disconnected or having to hang up for work meetings. Using Claimyr, I got connected to an IRS agent in about 27 minutes. The system called me when the agent was about to pick up, so I didn't have to stay glued to my phone the whole time. The IRS agent confirmed my filing history and helped me get access to my transcripts for the last 3 years. Honestly saved me so much time and frustration - and solved the problem I'd been trying to fix for almost a month. Definitely not BS like I initially thought. Learned my lesson about being too quick to dismiss something!
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Kendrick Webb
Have you tried contacting TurboTax through Twitter? I had a similar issue and got nowhere with phone support, but when I tweeted at them (making my frustration clear), someone from their executive customer relations team reached out within an hour. They escalated my case and fixed the database issue within 48 hours. Also, make sure to file a complaint with the Better Business Bureau if this doesn't get resolved soon. Tax prep companies typically respond quickly to BBB complaints because they affect their ratings.
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Xan Dae
•I'll try the Twitter approach - nothing to lose at this point. How exactly did you word your tweet? Did you tag them or send a DM? And did you have to provide personal info publicly?
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Kendrick Webb
•I tagged them in a public tweet saying something like "@TurboTax I've been a customer for 8 years and suddenly all my tax returns are missing from my account. Customer service has been no help after 3 calls." They responded asking me to DM them, and that's where I provided my account info privately. The public nature of the complaint seemed to get their attention much faster than phone support. They don't want that negative publicity sitting on their timeline. Just make sure not to include any personal information in the public tweet - save that for the DMs.
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Hattie Carson
This is why I always download and save PDF copies of my returns as soon as I file! I learned this lesson years ago after dealing with TaxSlayer losing my returns. Now I have a dedicated folder on my computer AND a backup on an external hard drive. Doesn't help you now, obviously, but for future reference... never trust these tax companies to properly store your documents.
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Destiny Bryant
•Same here! I even email the PDFs to myself with a specific subject line like "2023 Tax Return Final" so I can easily search for them. Learned the hard way after TurboTax "lost" my 2018 return and I needed it for a mortgage application.
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Xan Dae
•You're absolutely right, and I'm definitely going to do this going forward. I thought I was being smart by letting them store everything online, but clearly that was a mistake. Lesson painfully learned!
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Freya Collins
This is incredibly frustrating and unfortunately all too common with TurboTax. I had a similar experience two years ago where my entire filing history just vanished from my account. After weeks of back-and-forth with their support team (who kept asking me to verify information I'd already provided multiple times), I finally got it resolved, but it was a nightmare. A few things that might help: First, if you have your AGI (Adjusted Gross Income) from your 2023 return, you can use that to request transcripts directly from the IRS at irs.gov/get-transcript. Second, check if you saved any screenshots or took photos of your completed return before submitting - sometimes people do this without thinking about it. Third, look through your email for ANY communication from TurboTax around your filing date, even marketing emails, as these sometimes contain account references that can help their tech team locate your missing data. The social media approach mentioned by others really does work - their Twitter support team seems to have more authority than phone reps. Just be persistent and document everything. Don't let them wear you down with their incompetence.
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