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Level 2
posted May 29, 2023 5:57:38 PM

e-Filing more than 5 federal returns

I buy TurboTax Home & Business every year so I can file the federal returns for me/my wife, our 3 boys and my elderly, widowed Mom. This year, I unexpectedly have another federal return to file for my mother-in-law who moved into assisted living in January 2023. My wife has a DPOA for her Mom and was able to get copies of all the 1099's and SSA forms that my MIL never received with her mail interruption so I could prepare her 2022 return, which I previously filed an extension for. Today, as I was preparing to file my MIL's federal return, TurboTax had a warning message that I have "hit my 5-federal-return limit" and will need to print and file my MIL's return. But I want to electronically file. Should I purchase another desktop download of TurboTax (i.e., Deluxe) so I can file electronically, or is there another, better way to handle this?

0 4 670
4 Replies
Level 15
May 29, 2023 6:01:34 PM

What you want and what you can have  is not the same thing.  5 is the IRS limitation on DIY programs  so if MIL qualifies you can use one of the IRS FREE FILE options  OR  you can print, ink sign and put a stamp on it.

 

https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

 

 

Level 15
May 29, 2023 6:10:17 PM

Buying another download will not get you any more e-files. The IRS limit of 5 e-files applies to you, not to the software. Furthermore, you cannot have two personal editions of TurboTax, such as Deluxe and Home & Business, installed on the same computer.

 

Level 2
May 29, 2023 6:35:02 PM

Thanks, Critter. I'm doing this old school via the USPS.

Level 2
May 29, 2023 6:35:41 PM

Thanks, RJS.