Is it possible to transfer data? My father has been doing some friends tax returns for years. He is getting old and has asked me to take this over. How do I do this?

I can sign in to access the returns under his account, but all of the verification codes go to his email. He will continue to do his own returns but he wants me to take care of his friends. I would like to get their previous years returns under my account to prepare their 2023 returns

807

Level 15

Feb 5, 2024 2:06:02 PM

That won't work. Each online return need a separate account. Online is only good for 1 return. So you need all their account logins. Or did your father use the Desktop program? That can do more than 1 return. If he used the same login for more than 1 return the next one done would overwrite the prior return.

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Is it possible to transfer data? My father has been doing some friends tax returns for years. He is getting old and has asked me to take this over. How do I do this?