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tamarakh3
New Member

How do I change to a different person?

 
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5 Replies

How do I change to a different person?

What?  Do you need to do a return for someone else?

 

Online is only good for 1 return per account.  But you can use the same email address for 5 accounts.   How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

How do I change to a different person?

 

You appear to be using TTax On-Line --NOT the downloaded desktop version that is installed on YOUR computer.

If you are using the On-Line version, one of the features is that the  user ID/account can be used for ONE and only one tax return --e-filed or printed/mailed.  (Has always been this way)

If you need (or try) to prepare more than one return you MUST create a new user ID/account and pay for EACH return  --if you want to use the on-line version.  The same e-mail address can be used for multiple DIFFERENT account ID's.

If you try to prepare a second return using the same ID you will overwrite all data for the first return
and it will be lost forever; thus if the IRS challenges your first return you will no longer have a basis
to respond to questions.

Starting another return (with the Online version)
https://ttlc.intuit.com/questions/1894512-how-do-i-start-a-second-return-in-turbotax-online


If you are using the Desktop version (which you install on your own computer) simply open/launch the program and select the BLUE "Start a New Return" button (or select "New Return" under the "File" tab in the menu bar) near the center of the window; TTax should then save each return with a unique filename based on the first name listed on the actual return.  Multiple returns are no problem and no additional cost. The IRS limits you to 5 e-filed returns; however you can print and mail additional returns. 

You can purchase CD (or Download) from TTax at this link:
https://turbotax.intuit.com/personal-taxes/?view=desktop

You should also be aware that many retailers (on-line and storefront) frequently sell TTax CDs and/or downloads for less.  MAKE SURE that the retailer is well known and not simply a ‘pop-up’ fraudster.  If it is really cheap, it probably is not legitimate.

2drinks
New Member

How do I change to a different person?

I have been doing my daughter's taxes for several years on-line under my account.  She is now married and wants to have things changed to her own account with messages sent to her own e-mail.  How can I do this?

How do I change to a different person?

Under your account?  Each return needs a different account.  You should have another account for your returns.   You can use the same email address for 5 accounts.  So just give her the account log in user & password and then she can change the email address to hers.  But she will probably be filing a Joint return with her husband.  Did he use Turbo Tax too?

 

When you get married you should start with the return which has the most complicated items and who you want to be listed first.  Then add the other spouse to it.  

 

You should usually file a Joint return. Joint has the lowest tax rates and the highest Standard Deduction. And if you are in a Community Property state MFS gets tricky to figure out. Make sure to stick with this one account for the future. Just ignore the other spouse's account.


Tax info on getting Married
https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC

 

 

How do I change to a different person?

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