@ bhannah9 wrote:
My wife and I each have our own Macs and she is self-employed and works with different forms than I do. Last year we worked independently on the joint return since we have 2 different laptops. Is that possible with the Download version?
While it's "possible" to have 2 computers work on the desktop tax file, it could be a headache, and I wouldn't recommend it since it would add difficulty and a larger chance of error due to additional logistical steps. You'd have to find a way to shuttle the *.tax2019 data file back and forth between the 2 computers (such as a thumb drive), and there could be problems keeping straight which version of the file was which. It could end up in confusion with multiple and incorrect copies. Whatever you do, you should NOT email the tax data file (or other tax documents such as PDFs) to each other. It is way too sensitive for normal unsecured email--it has SSNs, birth dates, and possibly even bank account info in it.
The Online version would avoid those problems, and you could both work on it in the same Online account. So if you want to use the Online version, you can get a refund for your CD purchase from Costco. If Costco won't refund it, we can tell you how to ask TurboTax for a refund under their 60-day unconditional moneyback satisfaction guarantee.
https://ttlc.intuit.com/community/charges-and-fees/help/our-turbotax-satisfaction-guaranteed-refund-...
If you both work on the same Online return, you still have to be careful that you both are aware of what each other is doing, and you should both review the whole return prior to filing to have a complete consensus for the end result, since you both will have to sign it.
