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How do I back up my tax file in the TurboTax Desktop software?

SOLVEDby TurboTax544Updated January 13, 2024

It's always a good idea to make a backup copy of your tax data file, in case you lose the original or it gets corrupted. Here's how:

  1. In TurboTax, open the tax return you wish to back up.
  2. From the File menu, select Save As (Windows) or Save (Mac).
  3. Browse to where you want to save your backup.
  4. In the File name field, enter a name that will distinguish it from the original (for example, incorporate Backup or Copy in the file name).
  5. Select Save and then close TurboTax.
  6. Now reopen TurboTax and open the backup you just made. It should open without incident, but if you get an error or it won't open, delete it and repeat these steps to make a new backup.
  7. Finally, whenever you make changes to the original, repeat these steps to ensure that both files are synchronized.

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