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Level 1
posted Apr 23, 2021 7:03:27 PM

Can I add a user account that is allowed to enter data but not file the return to my main turbo tax account?

I want to add a delegate user that can enter say, W2 info, but not actually file the return so that I can review everything before the return is submitted.

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6 Replies
Level 15
Apr 23, 2021 7:31:51 PM

Are you asking about TurboTax Full Service---so that a CPA can enter data for you??

 

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-full-service-by-turbotax-live/00/27571

Level 1
Apr 23, 2021 7:54:33 PM

Thanks for your reply. Yeah, I was actually thiking abuot a adding a friend or familily member as a separate user account.

Level 15
Apr 23, 2021 7:57:51 PM

No you cannot add a separate user account to allow someone else to access your account.   It just does not work that way.   If you want to give a trusted family member your account and user ID to access your account, that is up to you----but you cannot limit or control what they do when they access your account if you allow it.

Level 15
Apr 23, 2021 7:58:26 PM

No nothing like that. Sorry.  They would have to log into your actual account.  Why can't you enter your own W2 and 1099, etc?  You have a lot of them?  

Level 15
Apr 23, 2021 9:59:44 PM

Use Windows Remote Assistance to have another person share your computer screen with or without control while you are logged on.

Or use Scype.

Level 1
Apr 25, 2021 1:44:20 PM

Thank you all for you answers!