How to grant access to my TurboTax Online account, to my CPA/Accountant so they can do my taxes? Is there a way to add a user, without sharing my own login password?

[AlanT · Accepted solution]

In order for your CPA/Accountant to have access to your Online account, you would give him/her your login information.  

[mplusplus]

Is there a way to add a user, without sharing my own login password?

[AlanT]

Unfortunately, online accounts are single user accounts.  

[bevnews1]

This is a major defect and something TT should fix ASAP.

[Critter-3]

@bevnews1 

This is not a defect it is a safety feature.  And a CPA or Accountant cannot legally use the TT DIY program.  They must use a professional program since they must sign the return.  

[VolvoGirl]

Why would anyone need to give a tax preparer access to their Turbo Tax account?  Just give them a printout or pdf file of your  tax return.  Or you can give them the data file ending in .tax2019 or .tax2020 that I think they can open in a professional Turbo Tax Intuit program.   There's nothing they should be doing or changing in your account.  

[Critter-3]

There are no professional TT programs and none of the Intuit or any other professional programs can use the .taxfiles so you can give them a PDF for the information they need to glean from the prior year return. 

[VolvoGirl]

If the tax preparer uses Intuit ProSeries there is this....

How to Transfer Turbo Tax to ProSeries

https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-...

[408frank]

I agree unless you need to file an estate return, form 709,  that Turbo Tax does not do. So looking for a way to transfer 1040 return to CPA and I guess that would be the PDF file or what? Thanks 

[VolvoGirl]

Ask the CPA what he wants.   He might be able to use the pdf file or the .tax2020 data file.   The .tax2020 file would be the best to transfer from.   

[greggd]

What if you are doing your Turbotax on your computer instead of in the cloud?

[MichelleLO]

Do you have a specific question regarding preparing your tax return in the CD/Download software?

@greggd