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I used my email when filing my sons first individual tax return last year. Now I can't access or transfer my 2022 info - only his. How do I change this?

I've tried changing user name on his account to set up a separate account for him. It doesn't work. I used free version for him & disc Premier for mine last year.
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2 Replies

I used my email when filing my sons first individual tax return last year. Now I can't access or transfer my 2022 info - only his. How do I change this?

When you use Online TurboTax, you get one return per fee.  Each return needs its own account and user ID.   If you use the same account and user ID for a second return, you overwrite the first one and lose it forever.

 

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

 

Look to see if you have a different account under that same email.

 

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

 

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

I used my email when filing my sons first individual tax return last year. Now I can't access or transfer my 2022 info - only his. How do I change this?

You said you used "disc Premier" for your own tax return last year. If you used the Desktop TurboTax software, installed from a CD, then your tax return is saved only on the computer that you used. It is not saved online and you cannot directly access it in TurboTax Online.


If you want to use TurboTax Online for your tax return this year, see the following FAQ for instructions to transfer your 2022 information from your computer. In the FAQ, click on "If you used the TurboTax Desktop software last year."


How do I transfer last year's return into TurboTax Online?

 

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