TurboTax FAQ
TurboTax FAQ
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TurboTax file upload (file transfer)

You will be directed to this page by a TurboTax representative or support agent if we request a copy of your tax file for further investigation.

Follow these steps to securely upload a copy of your return to us:

  1. Open your return in TurboTax.
  2. From the File menu, select Save As.
  3. Enter the file name we asked you to use or any unique name of your choosing. This will help us identify your return.
  4. Save the file (we suggest saving the file to your desktop or "My Documents" for ease of retrieval) and then close TurboTax.
  5. In the Submit Your Return section below:
    1. Enter your Customer Name;
    2. Browse to where you saved your file in Step 4;
    3. Enter the Reference # we gave you;
    4. Click Save.

You should then get a "Thank You" confirmation message.

Submit Your Return