Get your taxes done using TurboTax

You can do MORE than 5 returns, but you can only E-FILE 5.

 

You can create as many tax returns as you want, but unfortunately, they have to be printed and mailed in.

 

FIVE E-FILES is the maximum number of returns you can file electronically per purchased version of Turbotax.

 

If you have returns that do not have any ITEMIZED DEDUCTIONS, go to TURBOTAX.COM - it is free for folks who have a W-2 (BUT you cannot process 1099s processed on this website without paying $40.00) .

 

In addition to being able to process W-2s on the online version, it will also allow you to enter house taxes and mortgage interest, but if you have like JOB EXPENSES, or STOCKS and BONDS to process for an individual, save THAT return for the software (with 5 e-files)  that you purchased.

 

I usually have 11 - 14 returns every year.  Sometimes I have to go over 5 E-FILES, so what I do is print the return for the folks who owe money, have the owner sign it and MAIL it in "US POSTAL snail mail".  The others that have refunds of course, want their refund YESTERDAY, so I use those to E-FILE.

 

Another methodology I have achieved with impatient clients that want their refunds right away, I purchase another copy of Turbotax, which provides me with 5 more E-FILES.  Sam's Club and Costco have cheapest prices.  In February, they offer $10.00 off of their retail price for DELUXE of $49.99. So I am able to purchase 2 or 3 discs to accommodate up to 15 of my clients.  When you load up these in your computer, label them as #1 , #2, and #3 so you will know which clients or family members belong to which version you processed them on.  I think I have thought of everything possible to make your over 5 return question, easy to understand.

 

Also tell your clients, if they choose to sign and mail their returns in, you won't charge them the $40 processing fee (HA HA) in their processing price.