Prior year tax filing for the previous 2 years
You can now log in to our website and view prior year information for the past 2 years, if you filed a tax return and used a pay-by-refund product from Santa Barbara Tax Products Group (sbtpg) for those years.
When logging in to our website, simply select the tax year when prompted to view the prior tax years that are available. In the example below 2024 is the tax year, and the tax return is filed in the 2025 calendar year.
Once you select tax year a list of the previous two tax seasons will be displayed. Once you have provided your information and selected a tax year, the "View refund status" button will be active. Select that button to view information for the selected year.
Prior year tax filing for 3+ years ago
If you have specific questions about a prior year tax filing for a year that is not displayed in the drop down menu on the form, and if your question can't be answered through our Help Center and this requires personal assistance please contact us via email.
Send an email to us and include the following four pieces of information which are required for us to provide assistance.
- Primary taxpayer's name - include first and last name
- Tax filing year - calendar year that you filed the tax return in question
- Last 4 digits of SSN - provide the last 4 digits of the primary taxpayer's Social Security Number
- Expected refund amount - include the expected refund amount for the tax filing in question
- Exact amount the IRS disbursed
- Exact date the IRS disbursed funds
Once your request is received with all six pieces of information, your request will be routed to the appropriate department.