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posted May 15, 2021 9:48:23 AM

How do I change the "Hi" name at the beginning? I was setting up my daughter's account and inadvertently entered my name.

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2 Replies
Level 15
May 15, 2021 9:51:11 AM

The TurboTax online editions are only for completing one tax return per account and User ID.  You will have to create a new online account with a new User ID to start another tax return - https://turbotax.intuit.com/personal-taxes/online/

OR - 

You can use the TurboTax Free File Program - https://freefile.intuit.com/

IRS Free File Program - https://apps.irs.gov/app/freeFile/
If you are eligible you can use the IRS Free File Program delivered by TurboTax which is free to file both a federal and state tax return. The IRS Free File Program delivered by TurboTax edition is a full featured personal tax program and on a separate website from the TurboTax online editions.

To qualify for free 2020 federal and state tax returns with the IRS Free File Program delivered by TurboTax, you'll need to meet at least one of these requirements:

 

  • A maximum 2020 adjusted gross income (AGI) of $39,000; or
  • You qualify for the Earned Income Tax Credit (EITC); or
  • You served as active duty military (including Reservists and National Guard) with a maximum 2020 AGI of $72,000 (you'll also need a military-issued W-2).

See this TurboTax support FAQ on the Free File Program - https://ttlc.intuit.com/community/choosing-a-product/help/what-is-the-turbotax-free-file-program/00/...

See this TurboTax support FAQ for the difference between the Free File Program and the Free edition - https://ttlc.intuit.com/community/choosing-a-product/help/what-s-the-difference-between-free-file-pr...
And see this TurboTax support FAQ on how to switch to the TurboTax Free File Program - https://ttlc.intuit.com/community/downgrading/help/how-do-i-switch-to-turbotax-free-file-program/00/...

Level 15
May 15, 2021 9:51:39 AM

Go to My Info and click edit by the name of the primary tax payer and change it to your daughter's name.   Make sure that everything else you entered for her is really her information like the SSN and not your own.

 

 If you are preparing a tax return for someone other than yourself, you have to remember that the software does not know who is sitting at the keyboard.  The questions are for the person whose tax return is being prepared--not "you."  Answer the questions as if you are "Aunt Betty" , “Dad,” ”Grandma” or whoever it is you are preparing the return for.