403065
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

tilikso
Returning Member

How do I retitle a return on home page of my program?

I use Turbo Tax Deluxe with Windows.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DawnC0
Intuit Alumni

How do I retitle a return on home page of my program?

In TurboTax, you can change (rename) the display name of your tax file by using the 'Save As' command under the 'File' menu.  The dialogue box opens and you can edit the name to however you want it displayed.  You are done.

---------------------------------

2nd option- In Windows, you can locate your tax return file on your computer, right-click on the file, and choose 'Rename' to retitle a tax return.  The next time you open TurboTax, you will search (Find a Tax File) for the new file name to open the retitled return.  

 

View solution in original post

3 Replies
DawnC0
Intuit Alumni

How do I retitle a return on home page of my program?

In TurboTax, you can change (rename) the display name of your tax file by using the 'Save As' command under the 'File' menu.  The dialogue box opens and you can edit the name to however you want it displayed.  You are done.

---------------------------------

2nd option- In Windows, you can locate your tax return file on your computer, right-click on the file, and choose 'Rename' to retitle a tax return.  The next time you open TurboTax, you will search (Find a Tax File) for the new file name to open the retitled return.  

 

Lynski
Returning Member

How do I retitle a return on home page of my program?

This does not seem to work for 2022 version of Turbotax.  Is there a change to how to rename an unfiled (but saved) return?  I am trying to do a "what if" version of my return for planning for 2022 taxes.

MichelleLO
Intuit Alumni

How do I retitle a return on home page of my program?

Both of the methods provided by DawnC0 still work in TurboTax 2021 for Windows. If you are unable to rename the file by following either of those steps, please reach out to TurboTax Customer Support and request to speak to a tech support agent who can assist with this issue. 

What is the TurboTax phone number?

@Lynski

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question