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mpat6abbey
Returning Member

I used cd’s for returns up until 2 years ago. The info is on my computer, but would like to send to TurboTax to save space. Any ideas? Thanks

 
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4 Replies

I used cd’s for returns up until 2 years ago. The info is on my computer, but would like to send to TurboTax to save space. Any ideas? Thanks

You cannot upload anything into the TT Online system.  If you don't want to keep the program on the hard drive then you can remove it if you wish however you NEED to save a PDF and .taxfile of each year's return before you do so.  Save these files to a thumb drive for safekeeping. 

 

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

  1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  2. Browse to where you want to save your backup.
    • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
  3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
  4. Click Save and then close TurboTax.
  5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                             

 

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

 

AND protect the files :

I used cd’s for returns up until 2 years ago. The info is on my computer, but would like to send to TurboTax to save space. Any ideas? Thanks

Sorry    returns prepared using the CD/down load are only stored on your own haard drive or any back up  device you used.  They cannot be stored online with TurboTax.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I used cd’s for returns up until 2 years ago. The info is on my computer, but would like to send to TurboTax to save space. Any ideas? Thanks

You cannot upload any type executable program files which are what is taking up space on your computer's hard drive.  The TurboTax documents and tax data files are only about 3Mb or less each.

 

TurboTax has a feature called My Docs where you can upload documents to store online.  However you have to use one of the paid TurboTax online editions to get access to My Docs.

 

See this TurboTax support FAQ for My Docs - https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/docstm/L0VlCWX5...

 

See this TurboTax support FAQ for how to upload documents to My Docs - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/upload-document...

I used cd’s for returns up until 2 years ago. The info is on my computer, but would like to send to TurboTax to save space. Any ideas? Thanks

If you are low on disk space you need to

 

  • cleanup temp and other unnecessary files.
  • swap in a larger Hard Drive,
  • Buy a new computer with a larger Hard Drive.

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