Solved: I need advisory from a TurboTax sales rep before I finalize my decision to purchase. I am a retired CPA. I need to understand if I can prepare multiple tax returns.

Level 15

Jun 6, 2019 3:33:40 AM

Any of the desktop versions will work:

https://turbotax.intuit.com/personal-taxes/compare/desktop/

New Member

Jun 6, 2019 3:33:41 AM

Thanks. Looks like I can prepare 5 returns limit for e-file...and 1 state. Presumably, I could still prepare additional returns, but they wouldn't qualify for e-filing?

Level 9

Jun 6, 2019 3:33:43 AM

Yes, you can prepare more than 5 and then paper-file them.

If you were a CPA that did tax preparation, you may want to try "Forms" Mode (upper right hand corner), ESPECIALLY if you had previously used ProSeries.

New Member

Jun 24, 2019 9:41:35 AM

My return has been prepared on Turbotax, e-filed, and accepted. Now i want to prepare my sister's return. AHow do I go about it? Do I open another account with a new user name? Do I use my e-mail address for this new a/c?

Level 15

Jun 24, 2019 9:45:45 AM

Only the Desktop program that you install on your computer can do multiple returns. For the Online version it is one return per account.

Online is only good for 1 return. But you can use the same email address for 5 accounts. How to start another return in the Online version https://ttlc.intuit.com/replies/3288574

You will have to pay any fees again for Online. Do not use your account or you will overwrite your return.

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I need advisory from a TurboTax sales rep before I finalize my decision to purchase. I am a retired CPA. I need to understand if I can prepare multiple tax returns.