Exporting Returns in W-2/1099

Use the Export feature to save one or more returns to a flash drive, hard disk drive or other storage media, or to transfer your returns from one computer to another.

The Export feature does not save critical information, such as e-filing status. It is not suitable for permanently archiving return files. You can export a return from Return Manager or from an open return. If you use Return Manager, you can export and import more than one return at a time.

To export an open return

1. Open a return.
2. On the Returns menu, click Export Return.
3. In the Export Return window, navigate to the location where you want to store the exported return.
4. Change the file name of the return, if desired.
5. Click Save.

To export multiple returns

1. In Return Manager, mark*Marking_Records one or more returns to be exported.
2. On the Returns menu, click Export Marked Returns.
3. Select the destination drive and folder, and then click OK.

The file names of exported returns will resemble JohnandJaneDoe.atx, for example.