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TurboTax Help

How do I back up my tax file in the TurboTax CD/Download software?

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

  1. In TurboTax, open the tax return you wish to back up.
  2. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  3. Browse to where you want to save your backup.
  4. In the File name field, enter a name that will distinguish it from the original (for example, incorporate "Backup" or "Copy" in the file name).
  5. Click Save and then close TurboTax.
  6. Now reopen TurboTax and open the backup you just made. It should open without incident; if you get an error or it won't open, delete it and repeat these steps to make a new backup.
  7. Finally, whenever you make changes to the original, repeat these steps to ensure that both files are synchronized.

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