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falands
New Member

how do I start a second family return on my turbo tax account

in the desktop program how do I start a second return
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3 Replies

how do I start a second family return on my turbo tax account

Click on File in the upper left of the desktop program screen.  Click on New Tax Return

MaryK4
Expert Alumni

how do I start a second family return on my turbo tax account

To start a second return in TurboTax Desktop, follow these steps:
 

  1. Launch TurboTax on your computer.
  2. In the top left corner of your screen (Windows) or the Apple menu bar (Mac), click on File.
  3. Choose New Tax Return from the dropdown menu.
  4. If you currently have a return open, TurboTax will ask if you want to save it before starting the new one. Click Yes.
  5. Begin the New Return: You will be taken to the "Begin" screen for a completely fresh return.
     
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how do I start a second family return on my turbo tax account

If you used the Desktop program......

Do any of the returns have the same name initial as you or your spouse? There is a problem saving returns if 2 returns use the same initials, one will overwrite the other. So you have to be sure to save the returns with names completely different to keep them apart. Don't use the default name given by the program. Go up to File-Save As and give it a unique name.


Also be careful if the second return name is the same as another return. Turbo Tax saves the tax returns as 2025 Smith J Form 1040 Individual Tax Return.tax2025. So if you have two or more returns for people that have the same last name and first initial the second return will overwrite the first one. So you have to be sure to first save the returns with names completely different to keep them apart. Don't use the default name given by the program. You need to go to FILE - SAVE AS and give the return a unique name you can tell apart. At least add the full first name. You don't have to use or accept the name Turbo Tax gives it. I save all my returns with different names.

 

Here is a screen shot of the Windows Desktop program.   Do you have the menu items going across the top?   You said "account" which makes me think you might be in the Online version and not the Desktop program.  

 

DT New Return1.jpg

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