topic Re: Saving Tax Return in Get your taxes done using TurboTax

Saving Tax Return

mitchden1 — Sun, 23 Mar 2025 22:26:35 GMT

I can save my tax file, however, I can't "save as". "Save as" will allow me to change the name and save it anywhere I want. Is there a "save as" option? I know I can save it as a PDF.

Re: Saving Tax Return

DoninGA — Sun, 23 Mar 2025 22:30:42 GMT

There is not a Save As... if you are using the TurboTax online web-based editions.

Using the TurboTax desktop editions, click on the File menu at the top left of the desktop program screen.

Click on Save As...

Re: Saving Tax Return

mitchden1 — Sun, 23 Mar 2025 23:35:09 GMT

I was modifying my 2023 return using the 2023 mac desktop program. There isn't a "save as" in the file menu - only a "save",

Re: Saving Tax Return

VolvoGirl — Sun, 23 Mar 2025 23:40:51 GMT

There is Duplicate. And Rename. I think Duplicate would be the Save As.

Re: Saving Tax Return

DoninGA — Sun, 23 Mar 2025 23:41:12 GMT

@mitchden1 wrote:

I was modifying my 2023 return using the 2023 mac desktop program. There isn't a "save as" in the file menu - only a "save",

My answer assumed you were using the TurboTax desktop editions for Windows. Someone else will have to assist for a Mac.

Re: Saving Tax Return

mitchden1 — Sun, 23 Mar 2025 23:45:20 GMT

In past years, TT always had a "save as" option. I don't know why they took that away.

I had copied the file and renamed it so I now have 2 files, however, it would be easier if there was a "save as" option.