Retirement tax questions

Here's some more info for you......

How to backup in the Desktop CD/Download program

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-back-up-my-tax-file-in-the-turbotax-cd...

 

You should always save both the .tax file and pdf files to an external device or location when you are done.   Like to a flash drive or CD or DVD.

 

On the Windows Desktop program you have to manually save.  It doesn't automatically save although it should ask if you want to save when you start a new return or exit the program.


VERY IMPORTANT 

Also if you do another return for someone else like your child and their name is the same or similar to yours then it might overwrite your return.  You have to save each return with different names so you can tell them apart.  Like if your name is John and your son is also named John it will save them with the same name so the second one will overwrite the first return.  Go to File-SaveAs and give it a unique name.