r_1
Level 3

How to copy/backup & restore TurboTax online current tax year in-progress data

I can't find detail anywhere, and the UI is horrible and hides practically any/all functionally one actually needs, on how to do a simple thing: COPY a TT online return-in-progress, and/or back it up (and later potentially restore). With the desktop version it'd be easy, just copy/save/rename the .tax2020 file. With TT Online I understand that the in-progress current-year .tax2020 file can't be downloaded or uploaded, so there is no way to do copy/backup and restore with a local copy, so I presume it must be and can be only done TT Online server-side. But how? Where is this absolutely essential feature hidden?

 

Reason for needing this: to try married filing jointly after having married filing single completed and the tax calculated (for both, each in own TT Online account) , but be able to revert back to the earlier MFS basis how it was easily (as manually undoing all the countless changes and additions to MFJ is asking for trouble and has a high chance of missing to restore something to how it was before, esp. given the wonky UI).

 

Already, from what I understand, Intuit hasn't bothered (despite countless customer requests) to add the basic functionality to import one's spouse TT online (or even TT desktop?) previous year's carryforward data, so that has to be all entered manually by hand (any hints of where to at least get an output, all on one or a few pages, of all information that needs to be entered from a spouse's last year return that has to carry forward, and where, on what single page, vs. carefully hidden all over in the counter-intuitive UI, to find the page where to copy and paste or type in the spouse carryforward from last year data?).

 

At the very least there surely must be a copy/backup and restore feature for TT online, really just creating a second "save file" of the tax return, as that is such a commonly needed feature by many if not most TT customers I would think, not just for MFI/MFJ comparisons, but also just seeing how something theoretical may work out, but then reverting back to how it was beforehand easily, vs. having to undo all the changes one by one, that is an inherently high-risk proposition.

 

Any help and advice on where to find the copy/backup and revert to earlier version/copy of the current tax year data in TT Online will be much appreciated, as will be any advice of where (in one place) to get all the carryforward data that has to be entered from a spouse's last year TT Online return to "merge" it in for an MFJ basis.