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Do you have a TurboTax Online account?

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I would like to do someone else's taxes.

This would be a complimentary service for my mother-in-law who is unable to file due to illness.
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3 Replies
AnnaB
New Member

I would like to do someone else's taxes.

If you are using TurboTax Online (website), you can only do this if you create a new account for them.  You can go to My Account and then Save & Sign Out.  From the sign in screen, click on Create new account.  You can use the same e-mail address, but you will need a different username.

If you use TurboTax Desktop (CD/Download product), you can click on the File menu and then New tax return.  Unless the other people qualify for the Federal free version of TurboTax Online, the desktop version may be more cost effective.

TurboTax Online would require you to pay for each return completed.  TurboTax Desktop can prepare and unlimited number of returns and e-file up to 5 returns.

Please refer to the link below to purchase TurboTax Desktop.

https://turbotax.intuit.com/personal-taxes/cd-download/

I would like to do someone else's taxes.

I am in this situation and need to download someone else's 1099's (quite a bit of investment info.)  How can I do that?

I would like to do someone else's taxes.

@NikiPa You are adding to an old thread that started out with a question about filing a return for someone else.

 

First of all--if you are using online TurboTax:

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...

 

 When you use Desktop TurboTax, which you install from a CD or download to your own hard drive, you can prepare and e-file multiple returns for the cost of the software.  You can e-file up to 5 Federal returns—more if you mail the additional ones.  If you have multiple returns to prepare for family members, Desktop is more cost effective.

 

As for importing someone's financial information--you can only do that if you have the account information and passwords, user ID's etc to access the person's bank or financial institution in order to import their data

 

**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.**
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