How to save unfinished return

[CathyD · Accepted solution]

Just go to My Account >Scroll down to Save & Sign Out. That will save your return and allow to come back later to finish the return.

[empmatarese]

I do not have a "my account" option at the top of my screen. I only have a "sign out" button on the bottom left...

[asdxz]

I do not have a "my account" option at the top of or anywhere on my screen. nor do I have have a "sign out" button.

[djmanty]

I also do not have "my account" I am NOT using the online version. I am using the CD.

[jkaruna]

what was the answer to this?

[mesquitebean]

@ jkaruna 

This is an old thread from possibly 2 or 3 years ago that transferred into this new forum.  Unfortunately, all those old threads were given a June 2019 date, which is confusing to users.

There is no longer a "My Account" menu.  The website was redesigned a couple years ago.

You didn't say anything about "your" situation.    If you are using Online TurboTax, Online TurboTax saves your work after every screen.   If you want to know how to sign out of that session, go to the left menu column, and scroll way down to the bottom of that column where it says "Sign Out."    Your work will be saved.

If you're using desktop software (CD/download), you need to say whether you are using the PC version or the Mac version.

[mesquitebean]

@ jkaruna 

I see you also posted in another thread at this link:

https://ttlc.intuit.com/community/after-you-file/discussion/re-go-up-to-my-account-then-save-sign-ou...

See the info there and please continue in that thread with the additional info requested there.

[bassfrog0222]

where is My Account?

[bassfrog0222]

I do not have "My Account"

[mesquitebean]

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@bassfrog0222 wrote:

I do not have "My Account"

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No one does.   As explained higher up in this thread,  this is an old thread from 2 or 3 years ago that transferred into this new forum.   Unfortunately, all those old threads were given an early June 2019 date, which is confusing to users.

There is no longer a "My Account" menu. The website was redesigned 2-3 years ago.

You didn't say anything about "your" situation--i.e., whether you are using Online TurboTax or desktop software.

If you are using Online TurboTax, it saves your work after every screen, so you will have a saved online return even if you accidentally close the browser or get disconnected.   If you want to know how to properly sign out of your online session, go to the left menu column, and scroll way down to the bottom of that column where it says "Sign Out."  Your online work will be saved.

The desktop software is a different story.   If you're using desktop software (CD/download), you need to say whether you are using the PC version or the Mac version, and we can tell you how to properly save the file and exit.

[DHRSHR]

I'm using Win 10  version. I downloaded from online. The unfinished tax return file won't save to the folder that I keep my tax info. thanks

[mesquitebean]

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@DHRSHR wrote:

I'm using Win 10  version. I downloaded from online. The unfinished tax return file won't save to the folder that I keep my tax info. thanks

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 The default location for desktop TurboTax returns in Windows is the Documents/TurboTax folder.   However, you should be able to save a desktop return in any folder you wish, as long as you have permission for that folder; i.e., as long as you are using the Windows user account that has permission for the particular folder. Some people have more than 1 Windows account on their computer; so be sure you are logged into Windows in the correct user account.    

Here's how to save to a different folder other than the default:  With the return open, click in the top left corner of the TurboTax interface on the FILE menu, and in the dropdown choose "Save As", and in then in the popup file box select the location where you want to save it.

[joehanish]

I do not have "my account" and I am using the online version.

[DoninGA]

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@joehanish wrote:

I do not have "my account" and I am using the online version.

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For the tax year 2019 online tax returns, click on Sign Out at the bottom left of the online program screen.