2019 CD

Forum|Forum|6 years ago
March 25, 2020
2 replies
6 views

How to do complete another filing year from this cd I purchased from Costco. It says it comes with 5 e file federal?

xmasbaby0

Level 15

Open the program, go up to File and click New Return. Then you can start another return for someone else. Make sure to give each tax file its own unique name so you can find one when you want to.

**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.**

VolvoGirl

Level 15

Hopefully you are using the program installed on your computer and didn't accidentally get into the online version. Are you on Windows or Mac?

To start a new return go up to FILE - New. But first be sure to save your return with a unique name so it doesn’t get confused with another return. Go to File-Save or Save As. Because if you do another return and they have the same first name or initial as you their return might save over yours.

And be in the habit of saving Frequently! When you are done save both the .tax data file and save it as a pdf file, go to File-Save to PDF. Then you won’t need the program installed to view or print your return in the future. Like if you need a copy to get a loan or something. And save backups off of your computer like to a flash drive or burn a CD.