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New Member
posted Jun 7, 2019 4:06:21 PM

How do I save my unfinished online file

0 2 2056
1 Best answer
New Member
Jun 7, 2019 4:06:23 PM

In the TurboTax Online Editions, it automatically saves as you go along. However, to be safe you can make sure you select "My Account" and the "save and sign out". I have also included printing and saving file instructions for you.

You can also Preview/Review your return:
    Note: You will need to be inside your return when you select My Account, otherwise you will only see Account Settings/ Save and Sign out.
Select the My Account drop down in the upper right and choose Print Center.
Click Print save or preview this year’s return.


ONLINE  BEFORE FILING PRINT
https://ttlc.intuit.com/replies/3338601

Save a Backup Copy of Your Tax File (Save as PDF and .Tax file for filing flexibility)

https://ttlc.intuit.com/replies/3302142



2 Replies
New Member
Jun 7, 2019 4:06:23 PM

In the TurboTax Online Editions, it automatically saves as you go along. However, to be safe you can make sure you select "My Account" and the "save and sign out". I have also included printing and saving file instructions for you.

You can also Preview/Review your return:
    Note: You will need to be inside your return when you select My Account, otherwise you will only see Account Settings/ Save and Sign out.
Select the My Account drop down in the upper right and choose Print Center.
Click Print save or preview this year’s return.


ONLINE  BEFORE FILING PRINT
https://ttlc.intuit.com/replies/3338601

Save a Backup Copy of Your Tax File (Save as PDF and .Tax file for filing flexibility)

https://ttlc.intuit.com/replies/3302142



Returning Member
Jul 6, 2020 7:12:28 PM

TurboTax online free account, does NOT show options to save an unfinished return, so you can finish it later.

 

Any idea why?

 

There are no options to save unfinished return online, 

not under "my account"

nor a "save and sign out" button

 

The only option, so far, seems to be this:

 

to download unfinished return as a tax file, and as a pdf,

  • Then
  • log out
  • Then
  • log in later when you are ready to finish it,
  • you could upload the previously downloaded tax file, into your free online account and edit?

 

Am I understanding this correctly?