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March 26, 2024
Question

I used Turbo Tax destop and need to file to a .tax file, how do I do this as I can only see to save to a Pdf file?

  • March 26, 2024
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DoninGA
Employee
March 26, 2024

When you click on the File menu at the top left of the desktop program screen and click on either Save or Save As... the tax return is saved as a tax data file.  The tax data file will have a file extension of .taxyyyy where yyyy is the tax year, eg .tax2023 for tax year 2023

March 26, 2024

Only "Save" was an option, which I did. But it saves only as a pdf file, no .tax file anything. Additionally, I now to file a tax return for my 103 year old mother and cannot see to find a place to start a new return. HELP, please.

DoninGA
Employee
March 26, 2024

There are Two File selections using the TurboTax desktop editions.  One is used when you are filing your tax return and want to save the return as a PDF.  The other is the File menu in the upper left of the desktop program screen in the Black bar at the top of the screen.  In this File menu you will have option to Save, Save As... and New Tax Return.  Clicking on New Tax Return will start another tax return.

 

See screenshot -