Right now it prompts you to download a PDF, which is great for viewing and printing your return but no substitute for the data file. But it should also make darned sure the program guides users through downloading a local copy of both the PDF and. If Intuit is going to keep archival returns for customers, it should keep data files as well as PDF images of prior year tax returns online. If all else fails, Meighan says, send a note to Tax Advocate and he will make sure it gets addressed. You can do the same, but you may have to be persistent: Before I spoke with Bob, the three people I communicated with in technical support had no idea this was available. I was also asked to cite data from two lines on my return, as a way to verify who I am. Getting my return involved sending an email with the statement "I Robert Mitchell authorize Intuit to release my tax return to me," along with my full name, social security number and a copy of my driver's license. If you used TurboTax, if you filed electronically - and if you speak to the right tech support people - they can retrieve the data file for you. But I was still able to get the data file from 2009. While I was delighted to see this feature added, it comes too late for me because the new archive will only contain data files for tax year 2010 and newer. This functionality was on the list this year," he added. My previous begging and that of others finally prevailed. "Based on your feedback, the engineers have added the capability," Meighan said. Meighan was responding to my blog post on Monday today in which I described my travails trying to get access to my 2009 TurboTax data file so that I could file an amended return. That's not fun, especially if you have a return with several schedules. tax file you must recreate the return, which means answering all of the questions and filling out all of the forms exactly as you did it before. A PDF is a snapshot of the final return, but it doesn't tell you how you got there. But you have to start with your original return, and for that you need the data file. See this article on how to move your tax return to another computer…….Why does that matter? If you file a return and later need to amend it, you can use TurboTax software to do that - and at no additional charge. Then go to FILE -Open and find your return. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return). You don't need to install them unless you need to amend or open a return.Īfter you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. The programs need to be installed from the CD or download them again. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. What I would do is just copy the whole Turbo Tax folder that is under your Documents. Also if you haven't done it, I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc. Or search your computer for all files ending in. You should also have the pdf files of each year. They should be in your Documents in a Turbo Tax folder. Did you use the Desktop program last year? How to move to a new computer.
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