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New Member
posted Apr 14, 2024 5:23:57 PM

Doing personal return on Desktop business

I purchased desktop business and it includes 5 personal returns.  I do not see an option to work on my personal taxes.  How do I access this option?

0 9 2924
9 Replies
Expert Alumni
Apr 14, 2024 5:34:29 PM

You cannot prepare a personal tax return (Form 1040) on the TurboTax Business software.  I believe it includes 5 federal e-file transmissions, but it does not include a personal tax option.  For more information on the business software go to: TurboTax Business.    For information on the Desktop Personal Software go to:  TurboTax Desktop Software 

New Member
Apr 14, 2024 7:37:37 PM

It does include personal filing.  It clearly states this in the link that states includes 5 federal e-files. opening the link shows personal returns are included.  I just can't figure out how to access this.  

New Member
Apr 14, 2024 7:38:56 PM
Level 15
Apr 14, 2024 7:41:48 PM

Did you buy the Home & Business program?  That is for personal returns that need Schedule C for self employment.  Or did you buy the separate Business program for LLC, Partnership, Trusts, Estates?  What kind of business return did you file?

 

 If you bought the Home & Business program I can help you.   I have H&B too.  

In the Window's Home & Business Desktop program when you start a new return you get 2 choices. To prepare an Individual Tax Return or to prepare W2s or 1099s to give to your employees and sub contractors.


Click the big blue button to Start a New Return or go up to the top black menu bar first item, File-New Tax Return.
Then on the next screen it asks What would you like to do?
If you get a screen with 2 choices, Pick or Check the one that says Start a New Individual Tax Return or says 2023 US Form 1040.

Level 15
Apr 14, 2024 7:44:41 PM

If  you have Windows Home & Business I have screenshots to help.  What screen do you see?  

 

You want to get to this screen

New Member
Apr 14, 2024 8:42:03 PM

I purchased Turbotax business desktop.  It includes 5 free returns.  If you click the link in the advertisement it will show this to include personal taxes. This is the version you download not the online version. 

 

https://turbotax.intuit.com/small-business-taxes/cd-download/

 

states "includes 5 federal e-files"   clicking that link shows business and personal as options to file.

Level 15
Apr 14, 2024 8:50:16 PM

Where does it say it does personal returns?  Sorry that is the Business program.  The Business program (which is only available for Windows, not Mac or Online) is only for a 1065 Partnership or LLC or a 1120 including a Single Member LLC - S corp or a 1041 Estate/Trust return.  IT WILL NOT DO PERSONAL RETURNS.  

 

If you don't need to do one of those business returns then you need to get a refund and buy a personal program like Home & Business or any of the other personal versions.  All the personal desktop programs have the same forms.  You just get more help in the higher versions.  

Level 15
Apr 14, 2024 8:53:59 PM

 OK I looked at that link.  The link is for both Desktop Business Returns and  Desktop Personal Returns.   It doesn't  mean that the Business program does personal returns.  It just lists both kinds of programs.   They are listed separately.  

Level 15
Apr 14, 2024 8:57:28 PM

Go to the Business page,  https://turbotax.intuit.com/small-business-taxes/cd-download/#tax-forms   And scroll down and click on Tax Forms.  There are no personal forms listed like the 1040, only business forms.