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New Member
posted Jun 7, 2019 4:05:27 PM

Can I merge two accounts together?

I filed with two separate accounts last year and this year, by accident.  I need to merge my two accounts to create one with all my information.  Is this possible?

2 19 18878
1 Best answer
New Member
Jun 7, 2019 4:05:28 PM

Sorry, TurboTax does not have an option to merge accounts.  Just use the most current account and let the other one go dormant. You would want to use just one account so when you start a return the prior year information transfer to the current return.




19 Replies
New Member
Jun 7, 2019 4:05:28 PM

Sorry, TurboTax does not have an option to merge accounts.  Just use the most current account and let the other one go dormant. You would want to use just one account so when you start a return the prior year information transfer to the current return.




New Member
Jun 7, 2019 4:05:30 PM

Agreed I did the same thing this year and been a customer for 6 years.  I didn't realize it was different account until after I already paid.  There should initial question like where did file your taxes the previous year with an option of turbo tax.  So if there is no record perhaps you are using the wrong account.  

If I didn't already pay for it, I would have just done them over on the other account.   In today's technological world I would think this should be possible if anything at least let me import the filed PDF from the other account as past taxes.  So I don't have to continue to login to the orphaned account.  I am really surprised to see that this isn't possible.  Usually Turbo Tax has such great customer friendly experience.

New Member
Jun 7, 2019 4:05:30 PM

I totally agree, and frankly, I am pissed off...because when I first logged in this year, it was TURBOTAX that found a really old ID and started my login with it. I didn't even think to question it, and assumed it was accurate. Even when you aren't sure you're starting out with the right information, there's no way to talk directly with someone who might be able to address the problem and save a lot of worry and tedious repetition.

New Member
Jun 7, 2019 4:05:32 PM

I agree as well. I didn't realize that I used another account until after I paid for it. I would have stayed in the older account.

Level 1
Jun 19, 2019 12:37:44 PM

I'm not sure if this is the best place to suggest this, but TurboTax should quickly start working on getting an account merging option for its customers.

**When filing taxes by yourself online or via TurboTax app, creating a new account is a fairly simple mistake to make; either you forgot you made a previous account, thought you were using your previous account(like me), or became a little confused with the log in process and unintentionally created a new account.**

 

The system should keep track of multiple accounts using the same government information, not only for mistakenly making a new account, but for security too. If two TurboTax accounts hold the exact same social security number and personal information or social security number and fairly similar information, users who are able to log into both existing accounts should be able to merge the tax returns to the most used account. As long as the user can PROVE they're the owner of both accounts this shouldn't be too much of a bother.

 

I'm not looking for anyone to blame, I was the one who accidentally created two accounts. I just think a company such as this should look into an account merger option. Or at least ALERT  the customer that the information they're using to make an account already exists with a different account. This would then prompt the user to prove they're the owner of the already existing account or to continue with a new account. I'm sure the customers who are currently sitting with two tax histories in this system would be pleased.

 

Thank You.

New Member
Jan 22, 2020 4:53:11 AM

Unacceptable.  You need to figure out a way to combine two usernames if they are the same person.

Expert Alumni
Jan 22, 2020 11:32:48 AM

Since it is not possible to merge multiple accounts, it is a good idea to determine if you have multiple accounts with TurboTax before starting to work on your return.  

 

Here are the steps you can take to find out if you have multiple accounts under the same email address:

  1. First, sign out of your account (otherwise, you'll be thrown into a loop in step 2).
  2. Go to our Get help signing in to your account page, enter your email address, then continue.
  3. Check your inbox for a Your TurboTax Account email from do_not_reply@intuit.com, which will list all Intuit accounts tied to that email address.
  4. Repeat these steps for any other email addresses you may have.

Take a look at the following TurboTax article for more details:  How many TurboTax accounts do I have?

Level 1
Mar 3, 2020 2:11:17 PM

man i agree  Cause when it comes to taxes nobody wants to make that accident but Hey you do how you supposed to be able to fix it at that you're supposed to be good on taxes

New Member
Mar 13, 2020 12:10:34 PM

I can not find my 2016 tax returns. I might have used different usernames. I need 2016 tax returns merged with 

the other years.

Level 15
Mar 13, 2020 12:12:49 PM

@d0cfisher11 We can help you look for the account you used for 2016, but you cannot merge it with another account.  TT accounts cannot be merged.

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

Level 15
Mar 13, 2020 12:14:45 PM


@d0cfisher11 wrote:

I can not find my 2016 tax returns. I might have used different usernames. I need 2016 tax returns merged with 

the other years.


TurboTax online accounts cannot be combined or merged.

 

You have to sign onto your online account using the exact same user ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the user ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your account, then use the option shown in blue on the account recovery website, "

Try something else

"

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

 

To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Expert Alumni
Mar 13, 2020 12:15:55 PM

No, you can not merge two different TurboTax accounts.  You may import date from one year into the next year in the same account.

Level 1
Apr 10, 2020 10:28:36 AM

It's unbelievable to me that in 2020 Intuit and all the technology they acquired....still has not enabled the ability to merge prior accounts for their long time customers. Sad thing is, Kroger does it in a minute with our discount cards. 

New Member
Apr 19, 2020 11:10:17 AM

so my husband started taxes paid for them but couldn't file them because he doesn't have so the info.... but i started to and didn't pay how can i get the payment to my email and finish our taxes

New Member
Apr 19, 2020 11:11:50 AM

we had the same issue...they told us we have to pay again ...which is a rip off...if i have to do that i am filing a law suit... screw it

Level 15
Apr 19, 2020 11:13:28 AM

You should leave your account and enter everything into his paid account.   You can clear out your account and abandon it.

 

You can try to clear It.

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

New Member
Jul 13, 2020 1:39:22 PM

I am SO mad. I have 2 accounts. First account had All the tax years before. Then last year there was some problem with the app or website, and I couldn't pay for the deluxe version because I had started on the free version. I basically wanted to give them money to get the deluxe version and I couldn't. So after talking to IT customer service whatever, I was told to just go ahead and create a new account so that I could file tax for 2018. Well, now I have 2 accounts and I want them merged. I don't think wanting to have all your tax documents in ONE place is unreasonable at all. If I don't care about that, I would have just file taxes with different company each year. But I paid, so that all my taxes staying in one place. It is UNACCEPTABLE in this days and age that accounts cannot be merged or linked. If this cannot be resolved, I certainly will need to look elsewhere.

Returning Member
May 17, 2021 7:27:41 AM

Same here,  went all the way through paying for service etc.  Then discovered that I actually now have 3!! Accounts.  Cant merge the information and;

You have to pay extra $30 to pull up any past information that you filed with them.  Storage space is so cheep these days that should be built into the price or at least give you a warning when you start your return.

New Member
Jan 16, 2022 3:47:21 AM

The comment form @AnnetteB6  the so-called "expert" is the most nonsensical response to this issue that I could ever imagine. But, then again, this person is a tax expert/accountant that deals with this on a daily basis.

 

I have been in IT for over 20 years so I, like many others, are not idiots! I started a business back in 2019 but have been using TurboTax since 2012. When I upgraded to include my business bottom line while doing my personal taxes and prompted to select the "new" name that Intuit decided to change their TurboTax offering to, I had no idea that I was creating a different account from the one I had been using for SEVEN YEARS!

This was/is unacceptable! Period! 

And telling people how to check after the fact is equally unacceptable along with the "Say Thanks" and "Mark as Best Answer" postscripts to him/her/their answer. 

Where is my useless/waste of time option?