We have always ordered TurboTax on a CD and saved the disks for 10 years of tax returns. If we were audited for any particular year, we could reload that year and look at what is required. We now have to download for tax year 2024 since CDs no longer seem to be available.
If we save yearly download versions on our computer, we would lose those files if we replace our computer. I have the following questions:
1. What do you recommend for keeping download versions for future access?
2. If we needed an older download version that we no longer have, can we get it from TurboTax without paying a fee?
3. Is there a way to burn a download version to a CD that is fully executable?
Thank you.
Joel G.
[email address removed]
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You can burn the installation file to a CD or save to a usb flash drive.
But since you now have to log into an Intuit Account all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to download to install it again or install on another computer, even on the other operating system (Windows, Mac). You can also burn the installation file to a CD or save to a usb flash drive.
But even if you have the CDs you won’t be able to reinstall 2020 or prior. They only support the last 3 years. And the License Code started in 2019. So 2019 needs to connect to Turbo Tax to verify the License Code. But they have stopped supporting 2019. So you can’t install and activate 2019 and newer when they stop supporting each year going forward.
And if you do get 2018 and prior installed you won’t be able to update it or download any state programs. So you should save all your returns to a pdf file with all the worksheets. Open each year and save them now if you haven’t already.
You can copy the TurboTax installation file to a Read/Write CD or you can copy the installation file to a USB drive. All the download installation files are executable.
I have installation files from 2007 through 2024 plus all tax data files and PDF's on a USB drive.
You can download the TurboTax installation files at any time for up to three years from the date of purchase at no charge.
TurboTax only supports the current tax year and the three prior tax years. So the license code for older tax returns is no longer supported. For example the current tax year 2024 and tax years 2023, 2022 and 2021 are supported. But tax year 2020 and earlier is no longer supported.
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