When completing a return, be sure you are using the correct tax year. Our program shows the current year at the top of the screen and all other years are listed as "Prior Year Returns'.
Information in wrong year
If the information has been entered into the wrong year in the program, the information will need to be re-entered into the correct year. It cannot be transferred automatically.
Choosing the correct year
When using the program, the current tax year is always the default year.
To complete a prior year tax return, please make sure you are in the "Prior Year Returns" part of our program to ensure that your return will be generated on the correct forms. To accomplish this, please login to your account and click on “Start a New Tax Return", next to tax year you wish to create.
E-filing prior year return
We do not support the e-filing of prior year returns. You will be required to print the return and mail it into the appropriate taxing authority. Sign and date the return and include any original income documents, such as W-2's.
To view or print your prior year return that was not electronically filed and accepted, log into the account that you used to prepare your prior year return. Then proceed to the "Summary/Print" page (left side navigation menu) and click on "Print" or "View Return" to generate your pdf.
If you already filed a return using the information for an incorrect year, you should:
- If the return was accepted with the incorrect information, file an amended return
- If the return has not been e-filed or was rejected, correct the return information and file again