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I've finished filing for 2023. Do I need to keep my Turbotax cd?

 
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3 Replies
BillM223
Expert Alumni

I've finished filing for 2023. Do I need to keep my Turbotax cd?

Yes, in case you might need to amend your 2023 return in the future, and you lose the software off your PC.

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I've finished filing for 2023. Do I need to keep my Turbotax cd?

And write down the 16 digit License Code and keep it in a safe place like with your tax return paperwork.  You will need that.  I wouldn't delete the program off your computer for 3 years or more.  You might need to amend or open your return to check something in the future.

 

And be sure to save both the pdf file and data file ending in .tax2023.  And also save them to a usb flash drive or external storage.  Save the pdf incase you ever need a copy like to get a loan or something.  

I've finished filing for 2023. Do I need to keep my Turbotax cd?

VolvoGirl,

Thank you for the very thorough answer. I will follow it.

Jim

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