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Retirement tax questions
Again, thank you for the response. Note: I do have all years of the Home & Business Federal & State CD versions installed. I think your response may be helpful except that even though I am fairly sure there is a state component in the 2020 return's datafile, I am not certain or clear about the reasoning behind creating a dummy file, especially since I now realize what the ~ symbol means. It would seem that I would select the other (first) file of the 2019 return files after the "welcome to Turbo Tax" page and clicking on "begin". Of course, the concern is that I only have the choices of either opening a "new 2020 return" or "create employee W2s...". (I don't have employees.) The only 2020 PDF (print version) that was saved is dated earlier than the 2020 datafile and contains only the Federal return. Also, how would I know that I've gotten far enough to "Save As" unless it's when it says that it is ready to create the state when there begins to show a "final" amount of state refund/owe? Additionally, in the past, I only remember the option to just "Save" and not a "Save As" option. Please clarify. I apologize for my lack of clarity. Thanks.