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@TRON1982X wrote: I guess I'll have to download desktop then. Yes, that would be the best deal for you.   Perhaps they'll change the "one return" thing for online in the future or offer differential pricing for multiple returns.

@TRON1982X   You can use your email address for her online account.  You can use the same email address for 5 online accounts.     You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return

Wow this is garbage. I do a return for my mother-in-law and she doesn't use a computer so no email address. I'm not going to go through the pain of creating a separate ID/email address just so I can file her taxes. Guess I'll download the desktop version then.

I took a video today and posted on turbotax canada fb page and sent them a dm about this I paid for the TurboTax Tax Expert service and began entering my 2024 tax information. When I reached the document‑upload section, the uploader would not work on any browser I tried. After multiple attempts, the system repeatedly kicked me out of my account. Each time I logged back in or refreshed, TurboTax redirected me to the 2025 tax year instead of the 2024 return I was working on. My 2024 return did not appear under “Started” or “Resume,” making it impossible to continue. On top of that, I had trouble logging into my profile at all — the platform was unstable and inconsistent throughout the entire process. This should have been a straightforward, simple experience, especially after paying for the Tax Expert service. Instead, it was frustrating, time‑consuming, and unreliable. Because of these issues, I submitted a refund request.  

Thank you.    Since I have multiple states, the desktop version is asking me to pay $45 per state just to access it. there is no workaround. Seems silly to pay this to access my detailed depreciation schedules, right?  

I took $26,000 from my ira and had taxes taken out at the time of withdrawal.  It was deposited into my bank account.  I then wrote one check to my son for the whole amount even though my wife and I are both giving the gift to our son. On form 709 even though I gave only one check, do I need to show my wife aggreed to the gift? Thanks for your help, Jim

@jimmceachern12030 wrote: I took $26,000 from my ira and had taxes taken out at the time of withdrawal.  It was deposited into my bank account.  Then wrote a check to my son for the whole amount. Was thinking my wife and I could both give $13,000 each or do just one of us have to claim all of it to the irs? In either case do we need to file form 709? Thanks for your help, Jim The annual gift exclusion in 2025 was $19,000.  So if both you and your spouse, separately, gave your son $13,000 each there is no requirement to file a Form 709.

I took $26,000 from my ira and had taxes taken out at the time of withdrawal.  It was deposited into my bank account.  Then wrote a check to my son for the whole amount. Was thinking my wife and I could both give $13,000 each or do just one of us have to claim all of it to the irs? In either case do we need to file form 709? Thanks for your help, Jim

@Emuedgar1970 wrote: I would like to know which new company everyone is using, other than TurboTax. At the moment, you have a choice of two other than TurboTax; H&R Block and TaxAct.   You'll have to make other arrangements when they stop supporting Windows 10.

Thank you! this is what i needed to know. We will be together for Christmas, so we can log into her account and obtain info. I will go ahead and upload 8821 (maybe 2848) in case I need to ask for documents not available online. I understand about the refunds :( Ordinarily, I would expect her not to owe money, but there are 2 considerations: Health care subsidies and any1099-Cs that may be lurking out there.   Thank you again!