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memoody8
New Member

Overwritten form

I submitted my taxes on TT desktop and it was accepted. Great. I then opened my son's 2023 form, which had "JR" in his filename (since he is a junior) and did his 2024 taxes. Submitted those without incident, and all was good. However, I just realized that my son's 2024 file did NOT have the "JR" in his filename (like it did in 2021, 2022, and 2023), meaning that my tax files were overwritten - and since I didn't notice this, the PDF file I made for my son also overwrote mine. WTF. What an annoying bug this is. 

 

Do I have any recourse now? Is my only option to actually pay more money to request a copy from the IRS? 

 

Why on earth does TurboTax not retain any revisions of files created along the way? Consider that a feature request.

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2 Replies

Overwritten form

Yes you need to save each return with a unique name.    Too late now but for next year......Turbo Tax saves the tax returns as 2024 Smith J Form 1040 Individual Tax Return.tax2024. So if you have two or more returns for people that have the same last name and first initial the second return will overwrite the first one. So you have to be sure to first save the returns with names completely different to keep them apart. Don't use the default name given by the program. You need to go to FILE - SAVE AS and give the return a unique name you can tell apart. At least add the full first name. You don't have to use or accept the name Turbo Tax gives it. I save all my returns with different names.

 

I didn't  think it should affect and overwrite the pdf file.  


The tax files (and PDF files) should be in your Documents then in a Turbo Tax subfolder.

 

memoody8
New Member

Overwritten form

Yes, I will need to be more careful - it's just annoying since the behavior is different than the last three years (where it retained the "JR"), which is why I wasn't paying super close attention. Thanks.

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