How do I save and exit to finish later?

Forum|Forum|7 years ago
June 5, 2019
3 replies
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TurboTax Free Edition Online

ErinH

Level 9

Select My Account (top right), then select Save & Sign-Out. I've included a screen shot below.

BradW61

Level 2

There is no My Account showing anywhere on programs interface, so your answer does not help me. All I want to do is save and exit so I can come back to program.

VictoriaD75

Level 12

The instructions posted were for the desktop version of the software. If you are using TurboTax Online, the program automatically saves as you progress through the software. There is no need to take additional steps to save your progress. When you log back in, you will be able to pick up where you left off.

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Mr-DJ

Level 2

Those answers still doesn't work for me. I am starting my 2020 tax year tax return. I always use the paid for, Desktop version, not the Online version, and there is no "My Account" menu on my screen either. Or is it different now on the year-2020 software?

VolvoGirl

Level 15

@Mr-DJ Are you on Windows or Mac? The Desktop program is still the same way. For Windows go up to FILE - SAVE or SAVE AS. Mac Automatically saves and you can go up to the Apple Bar at the top and do Duplicate or Save (don't know what Mac is using now).

My Account is only for the Online browser versions.

Newk120

Level 3

There is a bug in clicking the X to exit and save.

Any time you click the X to close out of TurboTax it should ask you if you want to Save, Yes, No or Cancel. I fill in all my data via Step-by-Step for the Federal and State returns, New York State being the one I use. If I go then to look at any New York State form in Form view and then I click on the X to close the Turbo Tax program, I am not asked if I want to save the changes. It closes and all the information I input is gone. If I go in and make a change to a New York State form in form view and then click the X to close the program, it does ask me if I want to save it.