You'll need to sign in or create an account to connect with an expert.
Were you able to solve your issue?
If not, please call TurboTax Customer service. Here is a link: Turbo Tax Customer Service
No, 3 of 5 family members returns are completely missing. Since I emailed them copies I was able to recover them in pdf format, now have to see if I can transfer into 23.
You cannot transfer in PDF copies ... all that will transfer is their names, address and SS#... nothing else.
There is a quirk in the saving of the tax file which affects family returns ... did you note that the file names are saved with the first letter of the first name + the last name so if multiple family members have the same first letter and last name then every time you saved a new return you overwrote the last file so you have to make sure to change the file name so this doesn't happen again. NOTE the instructions below.
Going forward ... always save the .taxfile & PDF on a removable storage medium for safe keeping.
This is my mini version of a tutorial that should be in the downloaded program:
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.
If you want to play around with different figures and tax scenarios without affecting your original return you can ….
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:
If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.
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.
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
No, problem isn't how I saved the file. I was able to transfer my return from last year and my daughters. When I started other family members taxes the program could not locate the files. I opened 22's version assuming I could access the returns from there and they are gone. The only returns are mine and my daughters in the 22 version which I just completed for 23's taxes. Something happened when installing this years version or the 22 version did an update upon reopening and the files were lost. What's even more strange is I know I made pdf copies because I emailed everyone a copy and the copies are gone too, they are also gone from my sent email folder. The receivers sent me a copy back and I saved it to the same folder I have all my previous years tax returns.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
mfro2005
New Member
TaxPrep85
New Member
Thomasmluhm
New Member
yamoinca
Level 2
crowelltina
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.