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2b3t
New Member

Can I prepare another return on my account? Isn't it up to 5 and if so how to I switch to another?

 
3 Replies
SweetieJean
Level 15

Can I prepare another return on my account? Isn't it up to 5 and if so how to I switch to another?

Are you a taxpreparer?
2b3t
New Member

Can I prepare another return on my account? Isn't it up to 5 and if so how to I switch to another?

No
LinaJ2018
Intuit Alumni

Can I prepare another return on my account? Isn't it up to 5 and if so how to I switch to another?

No, you cannot file another person's return from your online account.  You have to create a new account for that person and report his or her information under their new account.  If you're preparing multiple returns for family members, it's more economical to switch to the TurboTax CD/Download software, which lets you e-file up to 5 federal returns at no additional cost. More info

 If you started your 2016 return in TurboTax Online and want to switch to the TurboTax software, here's how.

1.  Save your online return as a tax data file.

2.  Sign out of TurboTax Online.

3.  Install your 2016 TurboTax software.

     o    If you have not purchased TurboTax Desktop software, click here to select the product you need to complete                         your return.

     o    Important: If your return includes a state, make sure you also install the corresponding state program(s),                                 otherwise you'll get Error 539.

4.  Once installed, choose File > Open Tax Return in the software program.

5.  Browse to where you saved your .tax2016 file and click Open.

6.  If you get an error, delete your tax data file and repeat these steps from the beginning.

7.  (Optional) Once you've confirmed that your online return opens properly in the software, you can 

      clear your online return.

 

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