JamesG1
Expert Alumni

After you file

In TurboTax Desktop, select File and Save as in the upper left hand corner of the screen to save one or more tax files for various uses.

 

Include a statement within the name of the file such as Projections to clarify that this is not your officially filed 2023 tax return.

 

Throughout the tax season, you may want to save versions just to have a backup should something happen to the file that you are working with.

 

@rosiemarie 

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