@Questioner7 wrote:
I spoke to a TurboTax agent. You must, in fact, save the federal return to your online account in order to proceed to the state return. For those who do not want their returns saved to their online account, the only option is to go back in and delete the return from the online account once you are done.
If true, this is new behavior. I think the agent was wrong or confused, and the program is having some other kind of problem. I am going to flag this for review.
You should be able to save your tax data file at any stage, locally only. If you are working on your file, can you go to the save menu and click "save as..." to save a copy in a different location or with a different name?
