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How Do I Access a Prior Year’s Tax Return With Ramsey SmartTax?

Updated

You can access a prior year’s Ramsey SmartTax return from your Ramsey SmartTax dashboard.

Make sure you sign in with the same credentials you used when you filed the return.

How to access a prior year’s tax return

  1. Sign in to your Ramsey SmartTax dashboard with the same credentials you used previously.
  2. Click Get Started. 
  3. If you forgot your username, click here.
  4. If you don’t remember your password, reset it here.
  5. Complete the two-factor authentication or verification step, if prompted.
  6. Scroll to the Prior Year Returns section at the bottom of your dashboard.
  7. Click Access Return.
  8. On the next page, click Access Return for the applicable year.
  9. In the left sidebar, click Summary/Print.
  10. Click View Return.
  11. A pop-up window with a PDF version of your return will open so you can print or save it.

Repeat these steps if you need to access multiple returns.

Running into issues?

Here are a few things to check if you’re having trouble accessing your prior year’s return:

  • Sign in with the same credentials you used to file the return.
  • Make sure your browser isn’t blocking pop-ups.
  • Complete any requested verification steps.
  • If you can’t sign in, use the username or password recovery links above.

Need more help?

The team is happy to help. Submit a request here.

*Availability may vary based on your account, employer, or organization benefit. Contact your benefits team to learn whether this tool is available or can be added to your benefits.