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5 Easy Steps to Password-Protect your Tax File in TurboTax

Author: Maria Jhon
by Maria Jhon
Posted: Oct 10, 2017

Intuit’s TurboTax is the most popular tax preparation software that allows millions of taxpayers to finish the state and federal income tax returns without any hassles. The files that are generated keep very sensitive and private information about the family or oneself. So, you must set the password for protecting all tax files and add a security layer to his vital information. If you are using the TurboTax for the first time or don’t how to set the password, a right way is to call on the Turbotax Customer Service to get the step-by-step guide for creating a password.

Read On To Learn How to Create the Password in TurboTax

The process of relatively more relaxed, but you need to create a robust password to protect your confidential information. For the detailed guidance, you can follow the steps as given below.

Step 1 – Open the TurboTax program and access the file which you want to be password protected. If you're going to use a new tax file, click the ‘File’ menu, followed by the ‘New Tax Return’ option.

Step 2 – Choose the ‘File’ menu located at the top of the program window. Click the ‘Password’ button. A new dialog window will appear on which you have to enter the password.

Step 3 – Type the password and then re-enter it to confirm the process. Try creating a robust password. It should be anything which comes to mind when you start to work on the tax preparations, but safe and secure to keep it away from others. The password is case-sensitive, so you can freely add capitals to the mid of the password. You can also enter numbers anywhere in the password that makes it safer.

Step 4 – Select the secret question via the menu options. You have to enter the password something only you or the other people you wish to work in this file should know. You can access the Turbo Tax file by answering this question.

Step 5 –Change the password whenever you get that it is required. Open the Turbo Tax file, and enter the current password to gain access to it. Choose the ‘File’ menu, and then the ‘Password’ option from the menus. Remove the current password and confirm it and re-enter the new password. Click the ‘OK’ button for confirmation, and you now have successfully changed the password.

Additional Tips:

  • Backup the tax file to CD or the other storage devices and remove it from the computer’s hard drive once your tax returns are complete. For the security purposes, you should never leave the private information and social security number on the hard disk on your PC in case it’s broken up or stolen.
  • If you forget the password, as well as the answer to the secret question, there is no other method to access the file back. The file is lost entirely and will require being created again.
  • In case any of the above steps didn’t help to create a password, or you forget the password along with security question and now don’t how to recreate the file, or you’re getting difficulties in filing tax returns using TurboTax, it’s time to consult the professionals.
  • The TurboTax phone number 24/7 lets you immediately get the solutions for all sorts of queries and concerns relating the TurboTax.
  • About the Author

    Maria Jhon has been working as a blogger since 2011, writing blogs and articles relating the IT infrastructure, networking solutions, computer hardware, and security software. She is fond of writing, traveling, computer programming, and web surfing.

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    Author: Maria Jhon

    Maria Jhon

    Member since: Oct 09, 2017
    Published articles: 3

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