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Sorry no. You can not get more efiles by installing another program. 5 is an IRS limit. If you need to efile more you have to buy Intuit Products for Tax Professionals https://taxpro.intuit.com and sign up with the IRS as an ERO - an Electronic Returns Originator. How to become an Authorized E-file Provider…..
Yes you can transfer all prior year returns into the next year. All you need is the .tax2020 file to transfer into 2021.
And be sure to save each return with a unique name so it doesn’t get confused with another return. Go to File-Save or Save As. Because if you do another return and they have the same first name or initial as you their return might save over yours.
If I become an authorized e file provider, can I then e file more than 5 returns if I buy 2 copies and install both on my computer?
@gtagg NO. You cannot e-file more than 5 federal returns using the TurboTax software which is NOT intended for use by paid tax preparers. You cannot just install a second CD. That does not work,
If you have the credentials to be a paid tax preparer then you should use professional tax software.
https://proconnect.intuit.com/?s_cid=TT.com_MoreProds-Footer_ProTaxSoftware
If you have to file more than 5 returns for family/friends (not as a paid tax pro) then may I suggest you use one of the IRS FREE FILE options for those with easy returns that qualify... for 2020 your AGI must be $72K or less ... https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free
Leonard, trying to install a second copy of TT Premiere on my computer but get the message it can't be done. I can set up a new TurboTax account and have a new user ID but how does my computer recognize that when installing the new Disc. Thanks! Ted8533
@Ted8533 Why do you need to install another copy? You can only have 1 program installed. And you can not buy and install a second program to get more efiles. And you don't need a new program for another return. or to get another free state program. The Desktop program can do unlimited returns and efile 5 for free. And you don't need to install a different version. All the Desktop versions have the same forms. You just get more help in the higher versions. You can use Basic or Deluxe for all.
@Ted8533 You cannot install two copies of the 2021 desktop software on the same computer. And why are you trying to do that? The CD/download can be used to prepare and e-file up to five federal returns; if you need to file more than five federal returns they have to be sent by mail. Five is an IRS limit. Installing a second CD will not "beat" that limit. And all versions of the desktop software have all of the forms and schedules. You can upgrade the first CD to a higher version if you think you need a higher version.
i am processing my children and grandchildren taxes this year so i will need more than file e-files how can i purchase more e-files for them
@keymans You cannot get more than five federal e-files. That is an IRS rule, not a TurboTax rule. The IRS will not let you e-file more than five federal returns. If you have the CD/download software and need to file more than five returns, the other ones can be filed by mail.
For the simple returns try using one of the IRS FREE FILE options ... last year your AGI just had to be $73K or less so most folks will qualify.
https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free
To confirm, I can use the 5 filings to file for myself and my 2 adult children if I purchase the downloaded software? Rather than each of us filing online separately I would like to do it for all of us.
@EricaF56 Yes. If you use the CD/download you can prepare and e-file up to five federal returns. So, yes, you can prepare your own return and you can prepare returns for other family members
CD/DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)
https://turbotax.intuit.com/personal-taxes/cd-download/
You can also purchase the CD/download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.
This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.
When you use desktop software, there is an additional fee to e-file a state return. You can avoid that fee if you print, sign and mail the state return. The state e-file fee is $20 and increases to $25 in March.
And actually the Desktop CD/Download program can prepare unlimited returns. You can only efile 5. The rest you can print and mail. So you can do test returns. And there are other features and advantages for using the Desktop program, like it has a Forms mode where you can see the forms and enter directly into them.
I prepare all the taxes for my family, and we live in two states. There are four in one state (PA), and three in a second state (NC). Total of seven.
I purchased two software packages of Turbo Tax (one for each state). I'm reading that I can only install one of them. How can I best handle this? Each family member has their own separate address and social security number.
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