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thevillagesresid
New Member

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

 
5 Replies
MariaC
New Member

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

It should save your progress every time you come to a new screen. TurboTax does eventually time out, but it will save all of your progress before it logs you out. You can also go to my account at the top and there should be a save and sign out option as well.

cklingner
Returning Member

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

If I use the turbotax program that I install on my computer, it doesn't have a timeout. If that is a safe thing to do, then why does the online version have to time out? Please let me chose the duration of the timeout. This is highly inconvenient and makes me want to go back to the offline version.

xmasbaby0
Level 15

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

@cklingner If you do not like the way the online software works then you can switch to the desktop software.

 

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-th...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Critter-3
Level 15

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

@cklingner 

 

When you use the downloaded version it is wise to periodically save the return and you can give the files different names so if you want to go back to a prior save point you can ... if you save after each section then add "after w-2s or after Sch C or after Sch E" in the file name for quick reference.   Then the last save should have "as filed" added to the file name. 

 

 

This is my mini version of  a tutorial  that should be in the downloaded program: 

 

 

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

                  

Related Information:

                             

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

  • >>>In the TurboTax CD/Download software by creating a test copy
  • 1.  Open your return in TurboTax. 
  • 2.  From the File menu, choose Save As. 
  • 3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 
  • 4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 
  •  https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

 

  • >>  use the WHAT IF tool: 
  • - Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 
  • - Click on the Open Form Icon 
  • - In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 
  • - You will see the worksheet on the right side of the screen; enter the information right into the form 
  • - To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

 

 

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

  1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  2. Browse to where you want to save your backup.
    • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
  3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
  4. Click Save and then close TurboTax.
  5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                             

 

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

AND protect the files :

 

 

cklingner
Returning Member

I need to take a break to add up my travel for medical expenses - does this time out? how do I save what I have already done?

Hi xmasbaby0,

Thanks for your response. I can't so easily use the downloaded version as I'm running on Ubuntu and I think Intuit still is not providing a version that runs on any Linux distribution. I would rather not have to switch to a Windows box just for filing taxes.

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