How do I back up my tax file in the TurboTax CD/Do... - Community

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
EnglishEN

Pick a language

English Français
Announcements
Get the latest stimulus news and tax filing updates.
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

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.

Was this helpful?

You must sign in to vote, reply, or post
Privacy Settings