So...
I can't find our 2023 tax returns. I was sure we filed, but... where is the documentary evidence? Did I file them and forget to email around everybody so we'd all have a copy? And if so, where is my copy?
I'm still 95% sure we filed but... how do I find out if we filed? Do I have to call the IRS? Ugh, that's gonna be a fun way to spend the weekend before tax day!
I'm still 95% sure we filed but... how do I find out if we filed? Do I have to call the IRS? Ugh, that's gonna be a fun way to spend the weekend before tax day!
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That makes it much trickier indeed.
The original question is one reason I use TurboTax desktop; it makes it easy to keep local copies of everything including the filing info, and then my usual backup system[1] makes sure I have sufficient protection for those copies.
[1] Local machines back up hourly to a local NAS box, which then replicates daily to another NAS on the opposite coast. Working for decades as a sysadmin will do that to you.
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It's at my parents' home (and holds their local backups, replicating to my NAS). My plan for when they can no longer host it is to move it to my brother's.