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TurboTax and Windows Personal Vault

For the past several years, I have kept all my tax files and everything else associated with my SSN encrypted in my Windows OneDrive Personal Vault. It has worked beautifully. 

 

This year, I just installed TurboTax 2024 (Home and Business, by download), and it refuses to look into my Personal Vault, claiming "The path cannot be traversed because it contains an untrusted mount point." 

 

It worked fine in 2023, 2022, 2021.  How can I enable it to work in 2024? 

 

Thank you. 

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4 Replies

TurboTax and Windows Personal Vault


@ RMenschel wrote:

For the past several years, I have kept all my tax files and everything else associated with my SSN encrypted in my Windows OneDrive Personal Vault. It has worked beautifully. 

 

This year, I just installed TurboTax 2024 (Home and Business, by download), and it refuses to look into my Personal Vault, claiming "The path cannot be traversed because it contains an untrusted mount point." 

 

It worked fine in 2023, 2022, 2021.  How can I enable it to work in 2024? 


See if this other user's steps apply to you and solve your issue.  That user reported he had to first "train" it by  creating a return file on the desktop then moving it to OneDrive vault.  Then after that it apparently worked. See the steps reported in the following thread:

 

https://ttlc.intuit.com/community/taxes/discussion/onedrive-personal-vault/00/3402749

TurboTax and Windows Personal Vault

Yes, I found the same solution just now independently. After posting the question originally, I temporarily copied my 2023 tax file to my hard drive, and started this year's work. I did nothing more than verify the personal information, then saved and exited. I then copied the 2024 files (primary and autobackup) to my secure vault, and used BitDefender's shredder to remove all trace of my 2023 file from the hard disk. 

 

This morning I started TurboTax, did its update, and before trying to see if it would read the fault (assuming it wouldn't), I exited the program and then double-clicked on the file in the vault. TT opened fine using that file. 

 

Next I exited TT again, then started it from my Start button. It comes up with the Continue option, listing a tax file. I clicked "Continue", and despite the fact that the file is on the vault, it reopened the file. 

 

Next I used File > Open, No saving (since I didn't make any changes this session), then clicked Find a Tax File, and it opened the explorer window inside my vault. 

 

Finally, I exited the program completely, restarted it from the Start button, clicked the Find a Tax File option, which defaulted outside of my Vault. But I clicked on the link to my vault, and it very obligingly read the vault. I cancelled that, returning to the prmary program, and "Good News! We found your tax info", including the 2023 file for the second tax return I need to file. 

 

Conclusion: On initial entry to the program: the Vault is Untrusted for whatever reason. But once the user clicks on a 2024 tax file inside the fault, the vault from that point forward seems to be Trusted. 

 

Thanks for your assistance. 

 

TurboTax and Windows Personal Vault

You're welcome.  I glad you were able to get it to work.   Good luck.

TurboTax and Windows Personal Vault

The offered post worked by creating a new file, not by importing the previous year.  Since I am using a special version of TurboTax from Fidelity, I am hesitant to do that.

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