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@cottagecharm11 wrote: Where are these .tax files then. When I called for customer support they told me to search for them as .tax I followed their instructions on how to do it and they were gone. The support person then said they must have been deleted!   Anecdotally, some users have said theirs ended up in the Recycle Bin or unknowingly in OneDrive or other cloud storage, Time Machine, etc.    Rarely a Windows user has said that they found theirs in another Windows user account; i.e., they had multiple Windows user accounts, such as an Admin account or other user, and they signed into each one and ran all the searches in each Windows user account.

@cottagecharm11 wrote: I learned my lesson and now make sure to do a back up as soon as I finish my tax return. I also usually keep the file open while working on my takes. If I need to close it I make sure to turn off my wifi, that is the only way to stop TT from forcing me  to do an update every time in order to reopen my tax return, even if I did an update 5 minutes ago.  I actually save a backup copy of the data file after every work session.  I copy the data file to a USB flash drive.  Then I always have 2 instances of the last work session if needed.   Luckily my file has never disappeared.   Are you using a Mac?   I think the Mac version updates automatically at every launch of TurboTax, or at least it did in previous years.  Since you said you have to turn your wifi off, I suspect you are using a Mac.      In the Windows version one can adjust Updater Preferences to turn off automatic updates if desired (or make it prompt).  To get to those preferences Windows users can launch the program then at the main interface go to the upper TurboTax menubar and click on ONLINE and in the dropdown menu choose Updater Preferences.

When you start the 2025 TurboTax program click "Begin" or "Start a New Return." It may automatically find your 2024 files. You can then select the file that you want to transfer information from. If it doesn't automatically find the files, click Browse to find the 2024 file that you want to transfer from.   You do not need the 2024 program.  

You're right. You weren't paying attention.  Every year there are forms that aren't available.  Every year you can input most everything knowing that you weren't going to actually file until forms were finalized.  Turbotax dropped the ball on this one . . .  Why simp for them?

Are you working on a 2025 tax return? Form 5695 is tentatively expected to be available in TurboTax for 2025 on January 14. That date is subject to change.   There is no Form 5694. I assume that's a typo.  

Are you talking about exemption from sales tax? You have to contact the department of your state government that administers the sales tax. This forum is for helping people use TurboTax to prepare their income tax returns. We don't deal with sales tax. There is no income tax on purchases.  

Open Settings: Click Start> Settings. Go to Security: Select Update & Security (Win 10) or Privacy & Security(Win 11) > Windows Security > Virus & threat protection. Manage Settings: Under "Virus & threat protection settings," click Manage settings. Controlled Folder Access:Scroll down to Controlled folder access and click Manage controlled folder access. Allow App: Turn it Off, or click Allow an app through controlled folder access and add your program (e.g., Shotcut, Finale, Wordpad). 

You are posting from online TurboTax.  The choices for do-it-yourself software online are Deluxe or Premium.  If you are entering data that requires an upgrade to Premium, it will upgrade automatically.  What are you trying to enter?   And you say you "can't get certain documents"-----what documents?   Many tax documents have not yet been issued by employers, businesses or financial institutions.