turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

oldsdw1
Returning Member

My Turbo Tax software and tax data is kept on my computer. To review later, I have to update but I do not want changes. How do I proceed?

How do I avoid updating sofware when returing to an older year TurboTax?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

My Turbo Tax software and tax data is kept on my computer. To review later, I have to update but I do not want changes. How do I proceed?

@oldsdw1 

 

For Desktop Software Only 

________

If you are on a MAC computer...don't know.

_______

IF on a Windows computer, start the TTX software for the year in question. 

Go up to the top menu and select the "Online" dropdown menu.

Select "Updater Preferences" from the Dropdown menu.

Then select "I do not have an internet connection" from those choices.

 

That stops auto-updating, and you can use the same dropdown menu at any time to select "Check for Updates" from the main menu at any time later.

_____________

Yeah, I always stop the auto-updates.....particularly after I have e-filed...but I don't usually e-file until well into March...after almost all significant bugs have been fixed.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
oldsdw1
Returning Member

My Turbo Tax software and tax data is kept on my computer. To review later, I have to update but I do not want changes. How do I proceed?

Thanks for the reply.  But how do I get into TurboTax for that old year without being forced to update the software?

 

 

My Turbo Tax software and tax data is kept on my computer. To review later, I have to update but I do not want changes. How do I proceed?

IF you don't have it set that way already, then you'll have to let it update (I think).

 

Or..you look at your PDF for that year instead....you absolutely MUST be creating a PDF file of each year's tax file after your final e-file is accepted...two copies...1) Filing only copy and...2) All forms and worksheets copy.   Then you never need the software to view your tax files. And Backed up on a USB flashdrive, because computers, or their disk drives, will crash in an unrecoverable fashion.

 

For the future, always turn off the auto=update, and run the update yourself once a week until you've efiled.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

My Turbo Tax software and tax data is kept on my computer. To review later, I have to update but I do not want changes. How do I proceed?

To do this on a MAC you will disconnect from the internet before opening the program.  Same would work on the WIN OS ... if the program cannot connect to the Intuit servers it cannot update. 

 

This is my mini version of  a tutorial  that should be in the downloaded program: 

 

 

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

                  

Related Information:

                             

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

  • >>>In the TurboTax CD/Download software by creating a test copy
  • 1.  Open your return in TurboTax. 
  • 2.  From the File menu, choose Save As. 
  • 3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 
  • 4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 
  •  https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

                        

  • >>  use the WHAT IF tool: 
  • - Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 
  • - Click on the Open Form Icon 
  • - In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 
  • - You will see the worksheet on the right side of the screen; enter the information right into the form 
  • - To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

 

Once you have filed successfully … you can shut off the auto updater function and then save the return &  .taxfile.

 

For Windows, up in the top menu, you  can set the  "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection"  (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so.   And then you can open the file(s) at any time with no forced upgrade.

 

But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater  HOWEVER  you can simply disconnect from the internet before opening the tax return.

 

                    

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

  1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
  2. Browse to where you want to save your backup.
    • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
  3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
  4. Click Save and then close TurboTax.
  5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                              

 

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

 

AND protect the files :

 

*** Other clues to the downloaded program ***

 

In the forms mode ... double click  or right click on a box on a form to data source it ... sadly it doesn't work on all boxes. 

 

What's the meaning of all the different colors in Forms Mode?

When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.

These colors indicate the source of that data.

Color

 Meaning

Blue

You entered this data, either in the interview or Forms Mode.

Black

The program entered this data or calculated this amount.

Red

This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist).

Red italics

You marked this amount as estimated.

Black italics

The program calculated this amount from an amount you marked as estimated.

Purple

This information has supporting details.

Aquamarine

This data was transferred over from last year.

Green

This data was imported from Quicken or QuickBooks.

Yellow fields (Windows)

Yellow fields allow user input. Anything you enter here shows up in blue.

                                                                                                                                  

PRIOR YEAR USE OF A SUPPORTING DETAILS WORKSHEET :

 

If you find you have a  $0  in an entry field that cannot be changed … this issue is almost always one in which you used a "Supporting Details"  (SD) sheet in that field in the prior year.   What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.

 

But when switching to Forms Mode, when you try to enter a $$ amount in a field where the SD sheet is attached, the SD sheet will pop up immediately, and you can either enter the $$ amount on that sheet, or delete the SD sheet entirely and avoid future issues (unless you really want the SD sheet)

 

Sometimes, when you see the $0 in Step-by-Step, you can just

 

  1. a)  double-click on the field and the SD sheet will pop up.  But I've seen that doesn't work in all cases.

 

  1. b)  Another way is to click on the field, then go up to the menu..."<<Edit<<<Add Supporting Details"....then the SD sheet pops up and you can use it, or delete the SD sheet entirely and then the regular field will work properly.

 

  1. c)  OR  click on the problem field, then switch to Forms Mode to make that entry

 

 

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies