Once you have completed your tax return, it’s important that you save the return itself and any documents you used to prepare it (W-2, 1099s, interest statements, etc.). Store everything in a safe place that you will remember.
Follow these steps to download, print and save your return:
- Click on your name in the upper-right hand corner.
- Select “My tax forms.”
- Click “Download.”
- After the file downloads, you’ll be able to open, save and print your return.
Some common reasons why you may need to access your tax return after you’ve filed:
- AGI Amount
- Proof of Income
- Filing an Amended return
- Loan Applications
- FASFA/Financial Aid
- Filing for Bankruptcy
- Filing for Divorce
The IRS generally recommends you keep tax returns and associated records for three years after you file the return. However, in some situations, such as amending a return after you’ve filed it, you may want to keep returns and records longer.
If you lose your tax return and can’t gain access to your Credit Karma Tax account you can request your tax return transcript from the IRS either by mail or online. See this link for online instructions.