I called Intuit about the 5 e-file maximum. They advised setting up a unique user id and unique email address (and use a unique cell phone number when prompted within the e-file section) for each turbotax program that is purchased for use on a single computer. This is apparently a common practice among family members, neighbors, and co-workers. They also advised creating a spreadsheet to chart which family members', etc returns are filed with each userid/email so that the 5 e-file maximum per program is followed. My understanding is that the 5 e-file rule per tax program is an IRS restriction to help slow identity theft and refund theft. Also, keep in mind that tax preparers who charge money for their services are supposed to register with the IRS as paid preparers. The above comments are not directed to paid preparers.
