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liz100234
New Member

How to file for someone else

 
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MageeM
New Member

How to file for someone else

Create a new account for that person. 

Never start a second return by going back and replacing the info in your completed return. This will permanently overwrite your tax return, which means you won't be able to retrieve your copy later.

Instead, follow the steps below.

1.    Sign out of TurboTax Online.

2.    Select the TurboTax Online product you want to use for the second return and proceed.

3.    On the Create your account screen, set up a new login for the second return.

  • You can reuse your email address if you want to receive e-file notifications for the second return.
  • Up to 5 accounts can be tied to the same email address.

4.    After you've created the new account, you can start working on the return.

Tip: If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

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1 Reply
MageeM
New Member

How to file for someone else

Create a new account for that person. 

Never start a second return by going back and replacing the info in your completed return. This will permanently overwrite your tax return, which means you won't be able to retrieve your copy later.

Instead, follow the steps below.

1.    Sign out of TurboTax Online.

2.    Select the TurboTax Online product you want to use for the second return and proceed.

3.    On the Create your account screen, set up a new login for the second return.

  • You can reuse your email address if you want to receive e-file notifications for the second return.
  • Up to 5 accounts can be tied to the same email address.

4.    After you've created the new account, you can start working on the return.

Tip: If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

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