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gholliday
New Member

Do another return for someone else.

 
2 Replies
HelenaC
New Member

Do another return for someone else.

Never start a second return by going back and replacing the info in your completed return. This will permanently overwrite your tax return, which means you won't be able to retrieve your copy later.

Instead, follow the steps below.

1.    Sign out of TurboTax Online.

2.    Select the TurboTax Online product you want to use for the second return and proceed.

3.    On the Create your account screen, set up a new login for the second return.

o    You can reuse your email address if you want to receive e-file notifications for the second return.

o    Up to 5 accounts can be tied to the same email address.

4.    After you've created the new account, you can start working on the return.

Tip: 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

SteamTrain
Level 15

Do another return for someone else.

If you are using the "Online" tax software, you must create and entirely separate account (UserID and Pwd must be different).   

 

IF you attempt to do it in the same Online account, then you will irreversibly destroy whatever data is already in there, and make it unrecoverable.

___________________

Only the desktop software allows you to prepare multiple tax files from the same software set for yoru family members......no matter what, only 5 can be e-filed..and any extras needed would require you to mail-filie them on paper.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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