, Answering FAQ'sTurboTax Employee
This article describes how to save your 2013 TurboTax Online return as a tax data file (filename extension .tax2013), in case you need to amend your return after TurboTax Online shuts down for the season.
- Sign in to My TurboTax at http://myturbotax.intuit.com.
- Click Continue your 2013 taxes.
- If you already filed your return, click Add a state in the middle of the screen (don't worry, you won't actually be adding a state).
- On the left side of your screen, click Tools.
- Don't see this? Click here for help.
- Select Save your 2013 return to your computer.
- Select Save As so you can browse to where you want to save the file, such as your Desktop.
- (Optional) Change the default filename (taxReturn) to something recognizeable, for example J Doe 2013 Online Tax Return.
- Click Save.
If you make changes to your Online return after downloading your tax data file, repeat these steps to ensure that your tax file stays synched-up with your Online data.
To open your .tax2013 file in the TurboTax software, click here for instructions.
Downloading your tax file is optional. However, taking a few seconds to download your Online return as a tax file may save you considerable time and frustration later on, as you'll need it to:
- Amend your 2013 return after TurboTax Online shuts down for the year;
- Transfer your work if you decide to switch to the 2013 CD/Download version; or
- Transfer your 2013 tax return if you decide to switch to the software for next year's taxes.
- PDF copies of your Online return cannot be opened or read by the TurboTax software. More info
- After TurboTax Online 2013 shuts down in mid-October, you won't be able to download your current-year tax data file using these instructions.
Protect your tax data file!
Once you save a copy of your tax return on your computer or flash drive, be sure to protect the sensitive information in your tax return.
Actions you can take include:
- Downloading and installing the latest updates for Windows or Mac;
- Keeping your firewall on at all times;
- Installing and running up-to-date virus- and spyware-protection software;
- Ensuring that sensitive files are stored in a location where they cannot be shared;
- Moving your tax file off your computer and onto a secured storage device.
- Save Your 2013 TurboTax Online Return as a PDF
- Tax data files vs. PDF files
- Retrieve a Tax File from a Portable Device