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posted Nov 13, 2024 2:19:23 PM

2023 Turbo Tax issues with EFILE feature

I have been a Turbo Tax customer for almost 25 years, from the software in tax Year 2022 and earlier, I was able to load the software into 5 computers and in turn was able to EFILE on all 5 computers at least 5 times per computer, I'm an accountant and help family members with their tax returns every year, last year while filing 2023 tax returns I was able to EFILE 5 times on one computer and then it stopped?? I called customer service and the service representative agreed that I should have been able to EFILE on all 5 computers (like I was able to do in prior years) and he sent me a new software License Code and when I tried my INTUIT sign on and Password which was required, I was still not able to EFILE on a second computer? I want to understand why I was not able to when it was available in prior years. I also buy Corporate Software along with the State software every year and spend a lot of money each year. I don't want to switch from Turbo Tax but I will if I have to. Intuit should not treat their customers like this. 

 

Thank You James DeMaio

 

0 3 14600
3 Replies
Level 15
Nov 13, 2024 2:35:30 PM

Sorry but you can only efile 5 returns per the IRS.   You shouldn’t have been able to in prior years but got around it by using different computers.   Now they are enforcing  5 efiles by having you register the License Code in an Online account.  

Buying another personal program won't get you more efiles.  5 Efiles is a IRS limit.

See IRS Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns page 34 #4 and page 36 #2 for limit of 5 efile

https://www.irs.gov/pub/irs-pdf/p1345.pdf#page36

Level 1
Nov 13, 2024 3:55:14 PM

The 5 return efiling limit is set by the IRS.  It is part of the Online efiling agreement. 

 

Additional Requirements for Participants in Online Filing In addition to the above, participants in Online Filing must adhere to the following: 1. Ensure that no more than five electronic returns are filed from one software package or one e-mail address. https://www.irs.gov/pub/irs-pdf/p1345.pdf

 

Per Intuit's guidelines (How many tax returns can I file with TurboTax? ), if you use Turbo Tax Desktop, you can file five federal returns with up to three state returns each. Also no more than five Intuit accounts and five corresponding federal returns (for example, for a family of five) may be created, purchased, and filed using any one email address.

Level 15
Nov 13, 2024 4:24:25 PM

Sounds like you actually should be using the professional tax software  like  Lacerte or ProSeries instead of "do-it-yourself" TurboTax software.

 

 

https://accountants.intuit.com/?s_cid=TT.com_MoreProds-Footer_ProTaxSoftware